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William Bevins, CFP® CTFA

Nashville Fiduciary Advisor, CERTIFIED FINANCIAL PLANNER™

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Cypress Capital William Bevins, CFP® CTFA
Franklin, TN

Serving Clients Nationwide

Nashville Fiduciary Advisor, CERTIFIED FINANCIAL PLANNER™

615.469.7348

Website

Areas of Focus

  • Choosing a Financial Advisor
  • Divorce Financial Planning
  • Employee Stock Options
  • Financial Life Planning
  • High Net Worth
  • Investing
  • Investment Management
  • Retirement Planning

About Me

Hi, I'm William Bevins CFP®. I'm an independent fiduciary advisor with a core belief of putting people first. I’m grateful for the relationships I’ve built with my clients and for the trust they place in me to manage and grow their assets.

My commitment is to work as hard for my clients as they did to earn and save the wealth they created over their lifetime. As a fiduciary, I answer only to them and value the relationships I continue to build.

➕ GET TO KNOW WILLIAM

After graduating with a Bachelor of Science, Finance from Virginia Tech, William Bevins, CFP® CTFA, began his career as a Financial Advisor in 1996 with a goal to help individuals sensibly plan for their retirement.

After all of these years, my goal remains to help individuals and institutions achieve their investment goals while controlling risk. Putting client needs first is how I built his business and reputation. Serving as a Fiduciary allows me to stand with those who count the most, my clients.

William Bevins is an investment advisory representative of Cypress Capital, which is an investment advisory firm registered with the SEC. Cypress Capital is located in downtown Franklin, Tennessee, and currently manages approximately $400 million for individuals, small and medium-size businesses, pensions, and charities.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Trust and Fiduciary Advisor (CTFA)

Affiliations

  • CFP Board
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

436 Main St., Franklin, TN 37064

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Hourly Rate
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

The Smart Choice for Nashville Investors

When your wealth is properly managed, it offers security for you and your family. In later years, the wealth you’ve accumulated will allow you to enjoy the freedom you deserve. Your financial journey begins with choosing the right financial advisor. And the team at Cypress Capital is committed to helping you achieve your goals.

William Bevins is a fee-only fiduciary financial advisor in the Nashville and Franklin TN areas serving Millennials, Business Owners, Professionals, and Individuals serious about meeting retirement goals. Offering financial planning and investment management.

✅ Get a Personalized Portfolio: When you invest with advisors who are salespeople, your money can easily get tied up in cookie-cutter products that offer reduced returns due to elevated, complex fees and unfavorable tax treatment. William Bevins takes the time to understand your goals and risk tolerances in order to build a custom portfolio that helps your capital grow.

✅ Avoid Hidden Fees and Commissions: Unlike many advisors who earn commission from selling financial products, William Bevins operates on a simple, well-defined fee structure for wealth management services. That means our success is tied directly to your performance, so you’ll never have to question our intentions.

✅ Know Where Your Money Is: Advisors who sell packaged products such as mutual funds or annuity products likely can’t tell you exactly how your money has been invested. As a Fiduciary, William Bevins is required to be completely transparent and put his client’s interests before anyone else’s. With all assets managed in-house, he employs proven financial models that ensure your money is always working for you.

✅ Invest in a Rewarding Relationship: If you don’t know who to speak to when you have questions about your portfolio, your money is likely in the wrong hands. Whether a client is saving for retirement or college, William Bevins treats each relationship as a true partnership. He gets to know you, understands your objectives and…stays in touch.

Education

Virginia Tech Bachelor's degree, Finance, Insurance and Business Law

SEC Lookup

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Who We Serve

  • Artists
  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Healthcare Professionals
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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