--- title: "TBH Advisors | Brentwood, TN" description: "The TBH Advisors team in Brentwood is committed to providing top-tier financial planning, asset management, trust planning, and retirement planning services." featured_image: "https://tbhadvisors.com/wp-content/uploads/2023/06/TBH_Ind-Team_Davis-Reynolds_Graphic-Overlay.png" url: "https://tbhadvisors.com/about-us/tbh-advisors-brentwood-tn/" date_modified: "2026-03-10T20:15:36+00:00" --- # TBH Advisors | Brentwood, TN The TBH Advisors team in Brentwood is committed to providing top-tier financial planning, asset management, trust planning, and retirement planning services. Our team is dedicated to understanding your unique financial goals and challenges, employing a listen-first approach to tailor our strategies to your needs. --- # THE TBH ADVISORS WAY ## Our Approach With over 15 years of experience in financial planning for individuals, families, and institutions, we understand that managing wealth is a significant undertaking. Our team of experts is dedicated to streamlining your financial planning process, putting your goals and peace of mind at the forefront. Your financial clarity and goals are our priority. We are fiduciaries, which means we act with your best interests in mind, instead of trying to sell you products that will make us the most profit. With an integrated process, we craft customized plans to ensure you find the financial clarity you deserve. Built around deep knowledge, transparency, and a personalized touch, we’re here to secure your financial future. --- ## Our Focus & Services [Investment Management](#investment_management) [Stock Option Planning](#stock_options) [Retirement Planning](#retirement_planning) [Business Retirement Plans](#business_retirement) [Tax Planning](#tax_planning) [Education Planning](#education_planning) [Estate & Legacy Planning](#estate_legacy) [Insurance & Risk Management](#insurance_risk) [Investment ManagementTailored investment strategies designed to meet your personal goals, with dynamic solutions that adapt to market changes.Learn More](https://tbhadvisors.com/service/investment-planning/) Stock Option Planning Individualized approaches to optimize restricted stock units and stock options in order to maximize your portfolio's growth and income potential. [Retirement PlanningDetailed plans to prepare you for a fulfilling retirement, focusing on long-term goals and investment returns.Learn More](https://tbhadvisors.com/service/retirement-planning/) [Business Retirement PlanningSupport for business owners at every stage, simplifying financial planning in the complex business landscape.Learn More](https://tbhadvisors.com/service/business-retirement-plans/) [Tax PlanningStrategies to minimize tax liabilities, in coordination with your tax advisors for strategic wealth management.Learn More](https://tbhadvisors.com/service/tax-planning/) [Education PlanningSupport for one of your most important goals, providing for your children’s education with savvy investment approaches.Learn More](https://tbhadvisors.com/service/education-planning/) [Estate & Legacy PlanningComprehensive planning to protect your family and ensure your legacy has a lasting impact.Learn More](https://tbhadvisors.com/service/estate-and-legacy-planning/) [Insurance & Risk ManagementCustomized strategies to safeguard your assets and reduce risks.Learn More](https://tbhadvisors.com/service/insurance-risk-management-evaluation/) --- ## TBH Advisors ## Meet Our Brentwood Team At TBH Advisors, we put our clients first, helping you navigate the complexities of financial planning with ease and confidence [![Andrew Hillis - TBH - Financial Advisor](http://tbhadvisors.com/wp-content/uploads/2023/06/Andrew-Hillis-1.jpg)](https://tbhadvisors.com/advisors/andrew-hillis/) #### [Andrew Hillis](https://tbhadvisors.com/advisors/andrew-hillis/) Financial Advisor [![Brett Walters, CFP® - TBH - Financial Advisor](http://tbhadvisors.com/wp-content/uploads/2023/06/Brett-Walters.jpg)](https://tbhadvisors.com/advisors/brett-walters/) #### [Brett Walters, CFP®,](https://tbhadvisors.com/advisors/brett-walters/) Financial Advisor [![Chevonne Farler - TBH - Financial Advisor](http://tbhadvisors.com/wp-content/uploads/2023/06/Chevonne-Farler.jpg)](https://tbhadvisors.com/advisors/chevonne-farler/) #### [Chevonne Farler](https://tbhadvisors.com/advisors/chevonne-farler/) Financial Advisor [![David Merrell - Managing Partner of TBH](http://tbhadvisors.com/wp-content/uploads/2023/06/TBH_Home_David-Merrell_sq.jpg)](https://tbhadvisors.com/advisors/david-merrell/) #### [David Merrell](https://tbhadvisors.com/advisors/david-merrell/) Managing Member, Founder [![Holly Merrell - TBH - Financial Advisor](http://tbhadvisors.com/wp-content/uploads/2023/06/holly-merrell-1.jpg)](https://tbhadvisors.com/advisors/holly-merrell/) #### [Holly Merrell](https://tbhadvisors.com/advisors/holly-merrell/) Client Outreach [![Jeff Littrell - TBH - Financial Advisor](http://tbhadvisors.com/wp-content/uploads/2024/02/Jeff-Littrell.jpg)](https://tbhadvisors.com/advisors/jeff-littrell/) #### [Jeff Littrell](https://tbhadvisors.com/advisors/jeff-littrell/) Financial Advisor [![Kata Yoho - TBH Advisors](http://tbhadvisors.com/wp-content/uploads/2024/02/Kate-Yoho.jpg)](https://tbhadvisors.com/advisors/kate-yoho/) #### [Kate Yoho, CFP®](https://tbhadvisors.com/advisors/kate-yoho/) Financial Advisor [![Melissa Hines - TBH – Client Service Associate](http://tbhadvisors.com/wp-content/uploads/2024/02/Melissa-Hines.jpg)](https://tbhadvisors.com/advisors/melissa-hines/) #### [Melissa Hines](https://tbhadvisors.com/advisors/melissa-hines/) Client Service Associate [![Nick Warf - TBH – CERTIFIED FINANCIAL PLANNER™](http://tbhadvisors.com/wp-content/uploads/2024/02/Nick-Warf.jpg)](https://tbhadvisors.com/advisors/nick-warf/) #### [Nick Warf, CFP®](https://tbhadvisors.com/advisors/nick-warf/) Chief Compliance Officer [![Phil Reynolds, CFP® - Managing Partner of TBH](http://tbhadvisors.com/wp-content/uploads/2023/06/Phil-Reynolds.jpg)](https://tbhadvisors.com/advisors/phil-reynolds-cfp/) #### [Phil Reynolds, CFP®](https://tbhadvisors.com/advisors/phil-reynolds-cfp/) Managing Member [![Sam Davis, CFP® - TBH - Managing Member](http://tbhadvisors.com/wp-content/uploads/2023/05/Sam-Davis.jpg)](https://tbhadvisors.com/advisors/sam-davis/) #### [Sam Davis, CFP®](https://tbhadvisors.com/advisors/sam-davis/) Managing Member --- ## Contact TBH ## Contact US For inquiries or to schedule a consultation with our Franklin team, please fill out our contact form. We’re here to guide you through the complexities of financial planning, ensuring your financial well-being. [Located at 125 3rd Avenue North, Franklin, TN 37064.](https://maps.app.goo.gl/GwoG67mqxqJZ66b9A) [1 (615) 465-6397](tel:+16154656397)