Pickler Wealth Advisors was founded on March 11, 2005 after years of planning, development and careful consideration. David Pickler’s dream was to build a firm focused on delivering customized solutions and advisory excellence. After more than two decades working for major Wall Street institutions, David had grown concerned over these entities’ loss of client focus and emphasis on product and profit. The decision to risk career and capital was a direct result of David’s belief that his client’s amazing loyalty and trust deserved a firm designed exclusively to meet their needs. As President and Chief Executive Officer of Pickler Wealth Advisors, David’s dream is realized on a daily basis as he and his dedicated staff deliver a level of client service unparalleled in the industry. The Pickler Wealth Advisors family believes success is only achieved when we are viewed as significant in the lives of the clients and communities we serve.

Due to the incredible support and loyalty of Pickler Wealth Advisors’ clients, the firm has enjoyed remarkable success. After its first two years of operations, Pickler Wealth Advisors was recognized by FINANCIAL ADVISOR magazine as the third largest Registered Investment Advisor in Tennessee and as one of America’s 300 largest Investment Advisory firms.