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Nashville, TN Branch

Serving Nashville, TN and Surrounding Areas

Managing your finances, building wealth, knowing how and where to invest your money, and planning for retirement are all things that are challenging to do on your own. There are many nuances to it, and making the wrong decision can be costly.

Summit Wealth Group builds customized financial plans, provides high-level investment management, retirement planning, and wealth-building strategies so you can experience financial contentment in your journey.

The Summit Nashville branch, formerly known as Adams Investment Strategies, is located in Franklin, TN, and has been serving clients for over 25 years both in the Greater Nashville area as well as across the country. 

Our Nashville, TN Financial Advisor, David Noland, CFP®, is fee-based. As a CERTIFIED FINANCIAL PLANNERTM, Dave and the Nashville team have a fiduciary standard to act in their clients' best interests. They are joined by Client Services Manager, Ashley Rogers, and Team Support Administrator, Emeline Carson. As a team, they provide customized financial planning, investment management, retirement planning, and wealth-building strategies. 

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Advisor Spotlight

<span>David Noland, CFP</span><span>&#174; | Financial Advisor&#160;</span>

David Noland, CFP® | Financial Advisor 

Dave's career in the Financial Services industry began in 2000, working part-time at a large national commercial bank while pursuing his degree in Finance from Arizona State University. Upon graduation in 2002, Dave took a position with a credit union that had a more client-focused approach than the big bank he'd been working for previously.

Contact Us

Office location: 256 Seaboard Lane Suite C101, Franklin, TN 37067

Phone: (615) 376-5363

Fax: (615) 376-5364

Hours: 8:30 AM - 4:30 PM Monday - Thursday, 8:30 AM - 3 PM Friday

Schedule a Meeting

If you are new to Summit Wealth Group Nashville, we are confident we can bring peace of mind to you on your financial journey and confidence in your financial decision-making. Getting started is easy:

  1. Schedule a meeting through the link below 
  2. You and a Summit Wealth Group Nashville Financial Advisor will meet to discuss your financial situation (complimentary meeting)
  3. If you decide to move forward, we will build a financial plan which will bring clarity and confidence in your financial decision-making.
Schedule a Meeting