Tyler DickeCFA® • CPA • Wealth Advisor
Financial Advisor in Brentwood, Tennessee
A dual-credentialed CFA® charterholder and CPA helping high-net-worth individuals, families, and business owners across the Nashville area plan for retirement and legacy with objective, tax-aware advice.
Experience and Discipline
Tyler Dicke is a Chartered Financial Analyst (CFA®) charterholder and a Certified Public Accountant (CPA) who pairs accounting rigor with investment expertise to guide clients through retirement and legacy planning.
Tyler's career began in accounting, where he built a strong foundation in financial analysis and a deep respect for the discipline behind sound financial decisions. He earned a B.S. in Accounting from Elon University and became a Certified Public Accountant, grounding his advice in the numbers long before he ever built a financial plan.
He later joined a large financial institution, working alongside attorneys, CPAs, and global investment managers. There he earned the Chartered Financial Analyst (CFA®) designation, widely considered the gold standard in investment analysis. The work deepened his understanding of complex strategies, but he found he was most energized helping individuals and families directly. In 2020 he set out to become a financial advisor offering personalized, objective advice.
Today Tyler focuses on high-net-worth individuals, trusts, and small business owners, with particular attention to the complex landscape of retirement and legacy planning. His objective is to help clients pursue their lifestyle, legacy, and family goals by simplifying complex issues and providing actionable advice. He and his wife, Sydni, have a daughter, Clara, a son, Jameson, plus a high-energy dog named Chaco. Outside the office he enjoys golf, reading, chess, and a good crossword puzzle.
Education & Credentials
- B.S. in Accounting, Elon University
- Chartered Financial Analyst (CFA®)
- Certified Public Accountant (CPA)
- FINRA Series 7, 6, and 24; NASAA Series 63, held through LPL Financial
Specialties & Memberships
- High-net-worth individuals and trusts
- Small business owners
- Retirement and legacy planning
- American Institute of CPAs; CFA Institute
Services Tyler Provides
Comprehensive planning for people who want more than investment management alone, a clear plan, coordinated tax and investment advice, and a long-term relationship.
Retirement Planning
A roadmap that coordinates taxable, tax-deferred, and tax-free accounts to help optimize your income through pre- and post-retirement.
Investment Management
A disciplined, personalized portfolio built around your goals, time horizon, and risk tolerance, informed by Tyler's CFA® training.
Tax Planning
Proactive strategies that weigh the tax impact before you act, drawing on Tyler's CPA background to build efficiency into every decision.
Estate Planning
Guidance on wills, trusts, and beneficiary designations so your wealth passes as you intend, coordinated with your legal team.
Roth Conversions
Analysis of when a Roth conversion may make sense, balancing today's tax cost against the potential for tax-free growth later.
401(k) Rollover Strategies
Clear guidance on your options when leaving an employer or nearing retirement, so a former 401(k) fits the rest of your plan.
Areas Tyler Serves
With offices in Brentwood, Tennessee and Zionsville, Indiana, Tyler works with clients across the greater Nashville and Indianapolis metro areas. Thanks to secure virtual planning by phone and video, families receive the same personal attention and objective, tax-aware guidance wherever they are.
Brentwood
Tyler's home base, a Williamson County city of executives, business owners, and retirees who value coordinated, tax-aware planning.
Franklin
An affluent Williamson County city where established families and business owners seek coordinated retirement and legacy planning.
Nashville
The metro's economic hub, home to executives and professionals who value independent, tax-aware guidance built around a clear plan.
Belle Meade
One of Tennessee's most prestigious addresses, where high-net-worth families need sophisticated estate and investment coordination.
Nolensville
A fast-growing community where professionals and families build long-term wealth and plan ahead for retirement.
Thompson's Station
An expanding south-county community of families and professionals laying the groundwork for long-term financial security.
Zionsville
A prosperous Boone County town of business owners and professionals who value coordinated, tax-aware financial planning.
Carmel
An affluent Indianapolis suburb where established families and executives seek retirement and legacy planning.
Westfield
One of Central Indiana's fastest-growing cities, home to families and professionals building long-term wealth.
Fishers
A thriving Hamilton County city of professionals and business owners planning for retirement and the future.
Whitestown
A growing Boone County community where families and professionals lay the groundwork for lasting financial security.
Indianapolis
Central Indiana's economic hub, home to executives and high earners who value independent, objective advice.
Have questions? Let's talk.
Whatever stage you are at, Tyler is happy to answer your questions. Schedule a conversation, or reach out directly. No pressure, no obligation.
Prefer email? Reach Tyler at tdicke@cadencewa.com
Frequently Asked Questions
Is Tyler Dicke 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 .
What are Tyler Dicke's credentials and experience?
Tyler holds the Chartered Financial Analyst (CFA®) designation and is a Certified Public Accountant (CPA), with a B.S. in Accounting from Elon University. He began his career in accounting, later worked at a large financial institution, and became a financial advisor in 2020 to provide personalized, objective advice.
Where is Tyler Dicke located and who does he work with?
Tyler works from the Cadence Wealth Advisors office at 1616 Westgate Circle, #230, Brentwood, TN 37027, serving clients across the greater Nashville area. He focuses on high-net-worth individuals, trusts, and small business owners, with particular attention to retirement and legacy planning.
What makes Tyler Dicke's approach different?
Tyler is both a CFA® charterholder and a CPA, so investment strategy and tax awareness are built into the same plan rather than handled separately. His objective is to help clients pursue their lifestyle, legacy, and family goals by simplifying complex issues and providing actionable advice.
What services does Tyler Dicke provide?
Tyler provides retirement planning, investment management, tax planning, estate planning coordination, Roth conversion analysis, and 401(k) rollover strategies. These are coordinated into one plan aligned with your goals, time horizon, and tolerance for risk.
How do I schedule a consultation with Tyler Dicke?
The quickest way to begin is to schedule an appointment online . You can also call the Brentwood office at 615-745-3653 or email tdicke@cadencewa.com .