Broker Check

About Us

About Us 
Brook Nash

As a Wealth Advisor, I dedicate my expertise to financial planning and portfolio management for our valued clients. With nearly a decade in the financial services industry and a prior 20-year career as an engineer, I bring a unique perspective to my role. My specialties include retirement planning, education planning, estate planning, tax-smart investing, values-based investing, and alternative investments.

In 2023, I earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, followed by the Certified Kingdom Advisor® (CKA®) in 2024, the Certified Exit Planning Advisor® (CEPA®) certification in 2025, and the Certified Private Wealth Advisor® (CPWA®) certification in 2026. I hold a Bachelor of Mechanical Engineering degree from the Georgia Institute of Technology.

I am deeply motivated by the relationships I build with my clients. I find fulfillment in assisting them with financial planning tailored to their goals. I assist clients with goal setting and providing accountability in executing plans. Organization is a strength, which allows me to support clients who are busy with their careers and have limited time for their finances.

Originally from Hull, Georgia, I now reside in Walland, Tennessee with my wife, Janna.  We have three daughters, Josie, Clare, and Betsy Lane. Outside the office, I cherish time with my family, enjoy hiking, and participating in church activities. I attend the Eastside church of Christ in Maryville, TN since 2004.

 
Guiding Your Journey
With Integrity & Care

Nestled in the charming town of Walland, TN, Nash Wealth Advisory is dedicated to providing personalized financial guidance with a mission rooted in the teachings of Philippians 2:3-4: "Do nothing from selfishness or empty conceit, but with humility of mind regard one another as more important than yourselves; do not merely look out for your own personal interests, but also for the interests of others."

Our core value is simple yet profound: treat people how you want to be treated. This principle guides every interaction and decision, fostering an environment of respect and trust.

A Look Into Our Process

At Nash Wealth Advisory, our process is designed to establish a comprehensive and client-focused approach.

Step 1:
Evaluation

We begin by understanding what you're looking for in an advisor. This initial step helps us determine if we can meet your needs and if our services are a good fit for you.

Step 2:
Understanding

We take the time to understand your personal and financial situation, gaining insights into your unique circumstances and aspirations.

Step 3:
Goal Setting

Together, we identify and select your financial goals, making sure they align with your values and future plans.

Step 4:
Analysis

We analyze your current plan and portfolio to assess their effectiveness in meeting your goals.

Step 5:
Recommendations

Based on our analysis, we provide recommendations for changes to your plan and portfolio, aiming to enhance your financial strategy.

Step 6:
Implementation

With your approval, we implement the recommended changes, setting your plan and portfolio into action.

Step 7:
Monitoring

We continuously monitor your plan and portfolio, maintaining regular communication with you to address any changes or updates needed. This ongoing process includes annual reviews to keep your financial strategy aligned with your evolving goals.

Our commitment is to support you in your financial journey, always putting your interests first and treating you with the respect and care you deserve.

Contact Us 
If You Can Dream It,
You Can Do It

Schedule an appointment with our experienced financial professionals to start building a roadmap towards financial security and prosperity for you and your loved ones.

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