Your Full-service Financial Advisor in Tennessee.

Providing comprehensive wealth management and retirement planning—because you deserve the retirement you’ve been working toward.

Schedule a free conversation with a financial advisor in Franklin, TN.

We also have Nashville-area locations in Murfreesboro, Mt. Juliet, and Hendersonville!


Beacon Retirement Strategies Radio Show airing on SuperTalk 99.7 and Beacon Retirement Strategies TV Show seen on WSMV-TV-Channel 4 are paid placements

Your financial planner should care about more than just returns.

Beacon Capital Management helps you create a strategy for the goals and priorities

that make your retirement dreams a reality.

Understanding Your Goals

Our financial advisors provide clear strategies based around your unique goals and priorities.

Clear Guidance & Advice

Get the research & insights you need to make confident decisions about your future.

All Under One Roof

Prepare for every stage of life with one clear plan. Our financial planners coordinate with multiple professionals and in-house advisors.

Don’t let taxes derail your financial plan.

Investing in every area of your life!

Beacon Capital Management understands how your financial goals impact every part of life. Our highly-credentialed advisors will provide a clear strategy covering the five priorities.






Start a conversation with one of our Financial Advisors

Understanding Your Whole Picture

Sit down with a financial advisor near Nashville, Tennessee to explore your financial goals, priorities, and mindset.

Creating Your Plan

Your financial advisor will build a comprehensive plan based off of your specific needs, supported by the entire Beacon professional team.

Helping to Keep You On Track

Our advisor is with you every step of the way—advising and adjusting your financial plan as needed.

Understanding You

Sit down with an advisor to discover your financial goals, priorities, and mindset.

Creating your plan

Your advisor will build a comprehensive plan based off of your specific needs, supported by the entire Beacon professional team.

Helping to keep you on track

Our advisor is with you every step of the way, advising and adjusting the plan as needed.

Our latest resource to help guide you in protecting your investments so you can prepare for the future with confidence, even in a year like this.

In this FREE bundle, you’ll get our guides on:

Navigating Market Volatility in 2023: Gain perspective on overcoming short-term fear and building confidence in your portfolio regardless of this year’s unique challenges.

How Inflation Affects Your Retirement: Our ultimate guide to what inflation is, what causes it, how it affects retirees specifically, how to prepare for it, and why it can be a good indicator of a healthy economy.

2023 Tax Planning: Learn where your tax dollars go, changes to tax rules and filing this year, and what you can do to get ahead and prepare now.

Your Retirement Income Planning Checklist: Our tactical guide to help you identify what’s important in retirement income planning, including taxes, Social Security, healthcare expenses, housing, and more.

More free retirement guides available:

Money Enough for Life

Written by Pete Benson and Jon Maxson, Money Enough For Life is the financial roadmap for all ages. Don’t go into retirement without a plan.

Download Your Free Copy Today!

4 Steps to save on Taxes

Learn about the four steps you can take to put yourself in a position to save money on taxes in retirement, including steps on:

Social Security, Roth IRA, Roth 401K, and more!

Social Security in Retirement

When should you draw benefits? How do spousal benefits work? Learn How and When to start collecting.

Download your guide today!

Estate Strategies

Taking steps to help protect your estate is a key financial choice. With proper strategies, you may be able to maximize your opportunities and help manage stress and confusion for your loved ones.

Download your guide today!

Bringing Stability to Your Retirement

Maybe you’ve already stopped working and you’re looking for a bit more confidence that your plan is on track. Or maybe you’re a savvy millennial looking even further down the road. Here are some ways you can bring stability to your retirement.

Everything You Need to Know About A Special Needs Trust

Whether you have a special needs child or grandchild—or you yourself have special needs—you probably feel the importance and the challenge of meeting your financial needs, too.

How to Take RMDs to Avoid Taxes

If you’re wondering how to avoid taxes on RMD payouts, let’s go over some strategies you can use to minimize their impact. 

Refining Your Investments After Retirement

Your investments, like your energy and water supply on a long-distance race, need to last throughout your retirement years.

How to Reduce Taxes in Retirement

Unfortunately, taxes follow us into retirement—but proper planning can keep them from stealing from your hard-earned income when you need it most. Here’s how to reduce taxes in retirement.

10 Reasons to Attend a Financial Seminar (Before You Retire)

Maybe you’ve wondered, is a financial seminar legit? Will you just be sold to? Most importantly, is it worth your valuable time?

Is Inflation Going Down?

The CPI tracks the cost of essential expenses like food, housing, energy, and more. The fact that the CPI has only increased 0.1% over the last month is promising.

How to Retire at 50

Picture yourself retired, sipping your morning coffee on the deck of your lake house at the leisurely time of 9 a.m. Birds are chirping, a slight breeze is tickling your hair, and it’s a blissful 71 degrees. There is nowhere else you have to be. Oh, and you’re only 50...

The Best Retirement Planning Books in 2023

There’s a level of deep, holistic learning and “aha!” moments you get from retirement planning books. Here are the reads we suggest for family, friends, and clients alike.

Why Is Succession Planning Important?

Written by Pete Benson, Co-founder of Beacon. Unfortunately, all good things must come to an end: Your favorite TV series, a bowl of ice cream, your time overseeing your business—and that last one is important to plan for. As a business owner, if something happens to...
Retired or Planning to Retire Soon?

Let’s get you scheduled for a FREE Financial Plan Checkup to discuss strategies that could help protect your savings and address potential risks to your future.

Tune in for free retirement advice!

Tune into “Beacon Retirement Strategies”
with Pete Benson and Jon Maxson, both on TV and the radio!

TV Show

WSMV News Channel 4
Saturday mornings after the morning news.


99.7 SuperTalk
Saturdays at 7 a.m. | Sundays at 9 a.m.


Listen where you get Podcasts Apple, Stitcher, Google, and Spotify.

You Need a Complete Financial Plan

Securing the priorities in your life is more than just reaching a financial number. You have goals for every stage of your life and reaching these goals requires a plan that is built on your priorities.

At Beacon Capital Management, we help our clients in Franklin, TN and the Nashville area develop financial strategies that cover the most important areas in life. Our highly-credentialed advisors will guide you through our process to ensure your unique goals and priorities are covered.

Schedule a conversation today and build a strategy that puts you first.

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