Allan Horner
Vice President
EP Wealth Advisors
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Contact Me
Send Allan a Message
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
Leverage an array of wealth management services – retirement planning, investment management, estate planning, tax planning, philanthropy and more.
As a fiduciary, we prioritize your best interests, and our fee-only structure delivers objectivity in our investment recommendations.
Dedicated Wealth Team approach, led by your Advisor -- so you can focus on what’s important.
Taking new clients with a $500,000 investment minimum.
WATCH NOW - Weekly Stock Market Update with Adam Phillips, EP Wealth Advisors' Managing Director of Portfolio Strategy.
Get to Know Allan Horner
Allan Horner has a passion to help lead others to potentially building and preserving their wealth, being a lifelong saver and investor himself.
He brings close to three decades of investment and financial experience to EP Wealth Advisors. Prior to joining EP Wealth Advisors, Allan founded Criterion Capital Advisors in 2005.
Allan earned his Bachelor of Science degree from Eastern Kentucky University.
He is active in the community, and the past Chairman of the Administrative Board at West End Methodist Church, where he has been a member for over 30 years. Allan started a men’s group called Back 9 which focuses on men leading full, meaningful lives as they age, which he continues to lead in his spare time. He currently serves as Board Chair of 4:13 Strong, a non-profit that helps inner city young men. Allan and his wife, Gretchen, have three children. Outside of the office, he enjoys running, reading, snow skiing, biking, hiking and almost all fitness activities.
I Can Help You With:
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Divorce Financial Planning
- Investment Management
- Charitable Giving
- Business Planning
Ideal Clients:
- High Net Worth Families and Individuals
- Retirees and Near Retirees
- Business Owners and Executives
- Widows or Divorced Women
- Professional Athletes and Entertainers
- Sudden Money Situations
FAQ with Allan Horner
- Is EP Wealth a fiduciary?
- What does it mean to have a dedicated wealth team?
- Do you offer an initial consultation to see if we may be a fit?
- How does EP Wealth charge for its services?
As a Registered Investment Advisor, EP Wealth is a fiduciary, which means we are required by law to act in the best interest of our clients.
- Is EP Wealth a fiduciary?
As a Registered Investment Advisor, EP Wealth is a fiduciary, which means we are required by law to act in the best interest of our clients.
- What does it mean to have a dedicated wealth team?
- Do you offer an initial consultation to see if we may be a fit?
- How does EP Wealth charge for its services?
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Media Mentions and Industry Involvement
Allan Horner is Quoted on Yahoo Finance: "EP Wealth Advisors Debuts in Music City with Acquisition of Nashville-Based Criterion Capital Advisors, LLC"
Allan Horner is Quoted in InvestmentNews: "Mercer Advisors, EP Wealth unveil Nashville partnerships"
Allan Horner is Quoted in Family Wealth Report: "Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth Advisors"
Allan Horner is Quoted in Wealth Management: "EP Wealth Starts 2025 with $500M Nashville Acquisition"
Allan Horner is the Chairman of the Board of Directors for 4:13 Strong - a residential program that provides faith-based vocational and life skills training to empower men in Nashville to build a life they’re proud of.
Office Locations
100 Crescent Court, Suite 1130 - Nashville, TN 37205
