Wealth Strategies Partners, a boutique total wealth management practice headquartered in Brentwood, announced its founder, Paul Allen, CFP®, MS, has been named to Forbes’ 2021 list of America’s Best-in-State Wealth Advisors.
This marks the second time he has received this prestigious recognition.
The annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research, including personal interviews, industry experience and those leading the way in best practices and high-quality client experience.
“I am honored to be recognized by Forbes for the second time as one of the best wealth advisors in Tennessee,” Allen said. “As demand increases for advice from a trusted financial advisor, our team’s goal is to help make complex financial situations easy to navigate and understand and ultimately take a weight off our clients’ shoulders.”
Allen founded Wealth Strategies Partners in 2014 to provide comprehensive, white glove financial planning services to retirees, entrepreneurs, business owners, executives and high-net-worth individuals. Along with his experienced team, Allen works with the practice’s clients to create customized, strategic, financial plans that are tailored to their unique needs.
The complete list of 2021 Best-in-State Advisors is available on Forbes.com, and a condensed listing is available in the current issue of the magazine.