The Client Experience

We offer highly personalized service from Certified Financial Planners with years of experience helping clients achieve their dreams. We do all this taking an independent view of your needs with tools from Charles Schwab, TD Ameritrade, Vanguard, Morningstar and more.

The Perfect Fit

Pick us the same way you would choose other professionals in your life. We are happy to share our certifications, education and background. We are easily accessible in person at our West Knoxville office or by meeting you at your location choice or online. Learn more about us.

Financial Planning

You can find our thoughts on a variety of financial planning topics on WBIR’s Sunday Money segment or in the Knoxville News Sentinel column we regularly provide or on our blog. From the beginning of your career to retirement, we can provide guidance and support on almost any topic. Read more at our blog.

Evidence-Based Investing

We use this disciplined approach to investment management by using time-tested principles and market-proven strategies. If you want to know more, send us an email and we’ll describe our thought process.