Allgood Financial
Contact Information
-
Address
Financial planner · · 5313 Anchorage Dr, Nashville, TN, 37220 -
Phone
(331) 229-3224 -
Website
allgoodfin.com
Location
About Allgood Financial
Allgood Financial is a financial planner in Nashville, TN. The firm provides financial planning, retirement planning, and wealth management services to individuals and families. Specialties include faith-based investing strategies that align portfolios with client values, pre-retirement income strategies, and college planning for growing families. Matthew Allgood, the principal, holds CFP, CRPC, and CKA designations and an MBA. He brings experience from commercial lending, corporate finance, and advisory roles at Merrill Lynch, BMO Harris Private Client Group, and Ameriprise Financial. The team also includes Benjamin Romine, a financial advisor, and Chris Needs, a senior research analyst and CFA charterholder. The firm serves clients in Nashville and surrounding areas. It holds a 5.00 rating based on customer reviews.
The firm operates under the principle "Age Omne Bonum," Latin for "Do All Good Things," a phrase associated with the Allgood family crest. This foundation guides the firm to prioritize doing what is right for the client first. The approach emphasizes thoughtful planning, sound decision-making, and disciplined execution over time. Recommendations are built with intention to protect client assets and guide future choices. The firm focuses on creating deep, meaningful relationships that last for generations, helping clients make confident decisions around retirement, family priorities, and long-term growth.
The office is located at 5313 Anchorage Drive. It sits about 0.7 miles from Franklin Pike and Our Savior Lutheran Academy and Preschool. Crieve Hall Elementary School is approximately 0.9 miles away, and Crieve Hall Baseball CSX Park is about 1.1 miles from the office. The Crievewood Baptist Church Christian Recreation Center and Hearthstone Manors are both within a mile of the location.
Allgood Financial is known for a positive rating from the customers who have reviewed it. The firm combines certified expertise with a value-driven approach to financial planning in Nashville.
Services:
- Disability Insurance
- Financial Planning
- Long Term Care Insurance
- Retirement Planning
- Wealth Management
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