Advisory DNA, LLC 231 Public Square, Franklin, TN 37064
About the Business
Advisory DNA, LLC is a leading advisory firm located at 231 Public Square in Franklin, Tennessee, United States. Specializing in providing expert guidance and strategic advice to individuals and businesses, Advisory DNA, LLC offers a wide range of services tailored to meet the unique needs of each client. With a team of experienced professionals and a commitment to excellence, they are dedicated to helping their clients achieve their goals and navigate complex financial and business challenges. Whether you are looking for investment advice, financial planning, or business consulting, Advisory DNA, LLC is the trusted partner you can rely on for expert guidance and support.
Photos
Location & Phone number
231 Public Square Suite 300, Franklin, TN 37064, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Brian and his team are great to work with. They adeptly guided us through a potentially complicated merger and succession plan. They did a great job of keeping our feet to the fire with their timely followups to bring us across the finish line. We looked at using other firms, but Advisory DNA proved the be the right fit for us. We highly recommend their services!"
"We hired Advisory DNA to assist us in finding a strategic partner to expand our marketing and distribution capabilities for our RIA. After working with another broker, we were left disappointed by the prospects we were being shown. While price is always important, of the greatest importance to us in a potential transaction was the people we would be involved with. The unique process and analytic tools that Advisory DNA and Brian Church brought to the process were invaluable. The process began with interviews to not only find out about our business, customers, etc., but also what our goals were and who we were as businesspeople. The process led us to finding the right partner, where the details of the transaction fell into place, working with a like-minded buyer. We successfully closed a transaction with the assistance and guidance of Advisory DNA and would highly recommend them. Kevin Ellis Managing Director Horse Cove Partners LLC"
"Brian and his team at Advisory DNA have developed a unique and proven process that is VERY needed in the financial services space. They take their time and care for the client and will move at whatever pace is needed. Also, Brian's experience in the industry coupled with his deep and vast network lend to a higher probability of success for those he serves. I could not recommend Advisory DNA more!"
"Advisory DNA is exactly the partner we needed to execute our growth strategy. In an industry full of electronic relationship auctions we were looking for a more personal and customized experience. Advisory DNA's unique process of engagement and proprietary analytics continues to drive growth and build value for our firm. We could not have chosen a better team."
"I began my career in financial services in 2004. Being with one broker my entire career I had no idea of the landscape and what my value was in the industry. Brian and the team made a complex and headache-riddled process simple. They helped me discover what I wanted and then provided valuable advice and guidance in navigating the advisory ecosystem to find the right partner. The platform and process at Advisory DNA is unique. It is data driven and analytical, but still guided by professional people who care. Most of all, it works. It gave me peace of mind knowing I was making a well-informed decision, not only for me, but for my clients."
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