Nic Reed (CFP®)
Nic Reed focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Charitable Giving
- Corporate Executives
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- AUM
- Baby Boomers
- Charitable Giving
- Corporate Executives
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
Planning Specialties
Nic Reed specializes in comprehensive financial planning services for his clients through a focus on tax planning, cash flow modeling, retirement income/distribution strategy, and investment management.Additional Information
Nic Reed is a Wealth Advisor and Partner at Capstone Financial Advisors. His firm offers fee-only financial planning, tax planning, tax preparation, and investment management. Nic is a CERTIFIED FINANCIAL PLANNER® and is always looking for new relationships.
Nic and his family are located in the Nashville area, where he opened an office for Capstone in Brentwood, TN.
Being active in the community is important to Nic. He serves on Nashville's Associate Board of Directors for Ronald McDonald House Charities.
Nic and his wife, Abby, have an (*almost) two-year-old daughter named Beverly. They enjoy traveling, being with friends, and serving at Way Church.
NAPFA Start Date
May 07, 2025
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