Peerman Capital Management, LLC | Financial Planning in Nashville, TN

We’re Mindful of
Your Mindset

At Peerman Capital Management, we offer a specialized approach to financial planning. We focus on pinpointing your personal financial mindset, then we craft a plan to help bring your financial life in tune with your goals and dreams.

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Your Financial DNA

We believe that everyone has certain behavioral predispositions that affect the way you view finances. Understanding how these behaviors make up your financial DNA is key to helping you achieve your goals.

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Built Around You

We see you for who you are and focus our efforts on uncovering your financial mindset. This helps us better understand what you need out of the financial planning process.

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Who We Are

We are an independent financial advisory firm that serves a select group of successful clients; those people with whom we form a deep and meaningful connection. Our relationships are rooted in trust, knowledge, and integrity. We invite you to learn more about our approach.

​See Our Story​ 

Services Designed for You

Whether you need help planning for retirement, running a business, saving for your children’s college expenses, or other important goals, we will work with you to help keep you on track.

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Construct a solid financial base sufficient to pursue your objectives.

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Create a strategy that will help lead you toward your desired retirement lifestyle.

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Risk Management

Minimize any threats to your assets by taking a comprehensive look at your risk.

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Taxation Planning

Minimize the tax burdens you face and help navigate evolving tax laws.

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Business Planning

Plan for every stage of your business, from growth to succession planning.

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Estate Planning

Create a plan for the management of your assets today and for generations to come.

Experience Counts

With more than 80 years of combined experience in the financial services industry, our team has the knowledge you can count on to help address your financial objectives.

Meet Christina Downey, CFP®

Christina Downey, CFP®

Client Service Director

Meet Sandy Ward

Sandy Ward

Administrative Assistant

Caring for Our Community

We believe it is important to focus on you as a single client, to engage personally with you to address your needs, and to give back to our community. We fulfill our obligation of stewardship by supporting the organizations that have a special place in our hearts.

Learn More

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Let’s Find Your Risk Number

We use innovative technology to understand your comfort with investment risk. It’s called Riskalyze® and it helps to align your portfolio with your needs. Complete a five-minute quiz to uncover your top financial goals and what you’re willing to risk for potential gains. We think you’ll love understanding how your risk number empowers you as an investor.

Start with the button below to find your number.

​What’s Your Risk Number?​