Wealth Management and Financial Planning in East Tennessee

You don’t have to manage life’s financial challenges and opportunities alone.

Helping Individuals, Families, and Businesses Plan for the Future

Comprehensive Financial Planning & Investment Management

We appreciate the relationship between making wise financial decisions and fulfilling dreams. We partner with you to take the questions and confusion out of the wealth management process so that you can focus on things that are more important to you and your family. We look at investing through a long-term lens, and we build and manage portfolios that align with your goals.

Business Retirement Plans

We recognize that a large part of a business’ success is the caliber of its employees. A comprehensive benefit package that includes a retirement savings option helps attract and retain quality employees. We assist businesses and non-profit organizations with plan design, consultation, employee education and fiduciary services to ensure they offer a high quality retirement plan for employees that also aligns with the business owner(s) goals and objectives.

Insurance & Risk Managment Strategies

It is wise to be prepared for the unknown. Since insurance is an important aspect to a well-rounded financial plan, we provide life insurance, long-term care insurance, and disability (income protection) insurance when needed to complement your financial plan.

Family Wealth & Legacy Planning

Our team of experts provides families with investment management, estate planning, trust and estate administration, tax planning, accounting services, and more depending on your situation and goals.

Serving Clients in East Tennessee & Beyond

Financial Planning for Individuals and Families

It is rewarding to walk alongside individuals and families in all phases of their financial journeys. People of all ages have financial and lifestyle ambitions. Through our financial planning process, we strategically plan and invest towards financial, time, and lifestyle goals.

We help early-career and mid-career folks build a foundation for retirement. We also have conversations about other financial aspects that might be meaningful in that phase of life, such as life insurance or saving for the next generation's education.

As the milestone of retirement draws near, we work with pre-retirees to have confidence about their retirement planning and to navigate that exciting, if not anxiety-producing, phase of life. We assist retirees to get and keep their financial house in order, and we manage their investments to support their retirement.

Business Owners and Organizations

We bring value to businesses and institutions by helping with their benefit offerings, including employer-sponsored retirement savings plans. Our goal is to empower business leaders to focus on their role and managing their organization, while we provide tools to attract and retain quality employees.

We provide investment management for businesses, trusts, and non-profits. Investing for an entity requires a thoughtful, customized approach. We collaborate with the organization's leadership to understand and invest towards their strategic goals and objectives.

8 Timeless Principles of Investing

Pursuing a sound financial strategy doesn't have to be overwhelming.

Download this guide to get some bite-sized pieces of timeless financial advice.

Our Approach to Wealth Management

We are an independent firm. We enjoy having the flexibility to offer the solutions that we are most confident in. Since our launch in 1998, our mantra has simply been, “Do what is in the best interest of the client.” We recognize that everyone is unique with their own story to tell, which is why we offer financial solutions and services that allow us to customize strategies specific to your needs.

Meet Our Team