Founded over 30 years ago, Lee, Danner & Bass, INC. is a trusted Nashville investment management and financial advisory firm. Our mission is to provide active investment management oversight, tailoring each portfolio to meet the distinct objectives of our valued clients. We understand that there is no one-size-fits-all approach to investing, and that’s why we take a personalized approach to asset allocation for every client relationship.

Our team of experienced professionals is dedicated to helping you achieve your financial goals, whether it’s growing your wealth, planning for retirement, or securing your family’s financial future. At Lee, Danner & Bass, INC., we pride ourselves on being more than just a financial advisory firm; we are your partners in financial success. Explore our services and let us guide you towards a brighter financial future.

We are an independent RIA firm

As an independent RIA firm, our focus is completely devoted to providing clients with exceptional investment strategies and highly personal service. We are committed to delivering top-tier investment strategies tailored to the unique financial goals of our clients. Our team specializes in overseeing a wide range of financial assets, including publicly traded equity and debt, ensuring diversified and well-managed portfolios. We proudly extend our services to a diverse client base, serving individuals seeking financial security, endowment funds with long-term growth objectives, retirement accounts for a secure future, foundations making a lasting impact, as well as corporations and sponsors of employee benefit funds looking for sound financial guidance. With our deep expertise and personalized approach, we aim to provide comprehensive financial solutions that empower our clients to thrive in today’s dynamic financial landscape.