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Find Your Financial Rhythm

Confidence from professional planning and execution.

Schedule a Consultation

Find Your Financial Rhythm

Confidence from professional planning and execution.

Schedule a Consultation

Find Your Financial Rhythm

Confidence from professional planning and execution.

Schedule a Consultation

Financial Advisors in Brentwood, TN

Retirement planning, wealth management, and investment guidance from an independent, fiduciary team. Find your financial rhythm with Cadence Wealth Advisors.

CFA + CPA Dual-credentialed
Fiduciary Your interests first
Two Offices TN and IN
Independent No product quotas

Your goals, our strategies

Our Services

Retirement Planning

A roadmap that aligns with your goals and coordinates taxable, tax-deferred, and tax-free accounts to optimize your income. Built to weather whatever your golden years bring.

Investment Management

A disciplined, personalized portfolio built around your goals, time horizon, and risk tolerance, not the market's mood. Reviewed regularly and adapted as your priorities shift.

Tax Planning

Proactive strategies that weigh the tax impact before you act, coordinated with the same firm that manages your plan. Tax efficiency woven through every financial decision.

Estate Planning

Guidance on wills, trusts, and beneficiary designations so your wealth passes to the people and causes you care about. Coordinated with your financial plan and your legal team.

Areas We Serve

With offices in Middle Tennessee and Central Indiana, Cadence Wealth Advisors provides personalized financial planning to individuals and families across the Williamson, TN and Boone, IN counties.

Tennessee Office

Brentwood, TN

1616 Westgate Circle, #230
Brentwood, TN 37027
615-745-3653

Communities we serve nearby:

  • Franklin
  • Nolensville
  • Belle Meade
  • Forest Hills
  • Oak Hill
  • College Grove
  • Thompson's Station
  • Nashville
Indiana Office

Zionsville, IN

7379 S. Ford Rd.
Zionsville, IN 46077
317-450-8139

Communities we serve nearby:

  • Carmel
  • Westfield
  • Fishers
  • Whitestown
  • Ulen
  • Meridian Hills
  • Williams Creek
  • Indianapolis

Don't see your city? We work with clients throughout the greater Nashville and Indianapolis metro areas.

Wealth Management Built Around You.

Wealth Management Built Around You.

Independent wealth management, retirement income planning, and tax strategy. Tyler Dicke is one of the few advisors who is also a CPA. Brentwood, TN and Zionsville, IN. 

Frequently Asked Questions

Straight answers to what people ask us most, about our firm, our services, and how to get started.

Who does Cadence Wealth Advisors work with?

Cadence works with individuals and families who want a coordinated financial plan across investing, retirement, tax, and estate strategy. The firm emphasizes long-term relationships and multi-generational planning designed to address the needs of every generation in a family.

What services does Cadence Wealth Advisors offer?

Core services include wealth management, investment management, retirement planning, IRA planning, Roth conversions, 401(k) rollover strategies, estate planning, tax planning, and tax preparation. Multi-generational planning and financial strategy, including insurance-needs review, round out the offering.

Is Cadence Wealth Advisors a fiduciary?

Advisory services are offered through LPL Financial, a registered investment advisor. When acting in an advisory capacity, an investment advisor representative owes a fiduciary duty to the client. For the firm's full relationship disclosures, see the LPL Form CRS.

How does Cadence Wealth Advisors charge, and is there a minimum?

Fee structure and account minimums vary based on the services you need. Contact the firm directly to discuss what applies to your situation.

Does Cadence work with clients in both Tennessee and Indiana?

Yes. With offices in Brentwood, TN and Zionsville, IN, the firm serves clients in both states. LPL Financial registered representatives may discuss or transact business only with residents of the states in which they are properly registered or licensed, so reach out to confirm availability in your state.

How do I verify Cadence Wealth Advisors' background?

You can check the background of the firm's financial professionals on FINRA's BrokerCheck. Securities and advisory services are offered through LPL Financial, Member FINRA/SIPC.

How do I get started or schedule a consultation?

The quickest way to begin is to schedule an appointment online. You can also call the Brentwood office at 615-745-3653, call the Zionsville office at (317) 450-8139, or email hello@cadencewa.com.

Have a question? We're ready to help.

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