Mt. Juliet Advisors is an independent financial planning and wealth management firm serving clients from its office in Mt. Juliet, Tennessee. The firm helps individuals and families work toward their financial goals through a comprehensive approach that considers how decisions in one area may affect the rest of their financial lives. Its services include retirement, investment, estate, insurance, and tax planning, along with guidance on money and lifestyle topics.

The firm describes its role as more than that of an advisor, aiming to serve as a trusted partner, coach, and friend. Its fee-based wealth management approach is not driven by commissions, and its independence allows it to consider a broad range of investment options rather than only products from one company. Mt. Juliet Advisors begins with a discovery meeting to discuss a client’s circumstances and goals, followed, when appropriate, by information gathering, plan development, and implementation. Ongoing portfolio and plan monitoring, regular follow-ups, and reviews help keep recommendations aligned with changing goals.