Best Financial Advisors in Knoxville

Knoxville-based Asset Planning Corporation is an independent financial advisory firm that has been serving East Tennessee since 1975. With more than a century of combined experience, its team offers portfolio management and financial planning services, including cash flow planning, retirement income management, estate planning, and investment management. The firm helps young adults make financial decisions on budgeting, saving, and choosing insurance plans and employer benefits. Asset Planning Corporation has worked with more than 2,850 clients. Chairman Paul K. Fain III is a Certified Financial Planner.

Blue Ridge Wealth Planners is a financial services firm that helps individuals in the Knoxville area. It assists with investments through IRA rollovers, wealth management, annuities, and wealth accumulation strategies. It helps generate lifelong income from the wealth accumulated, protects assets for loved ones, minimizes the effects of taxes on hard-earned assets, and manages the rising costs of healthcare. Blue Ridge Wealth Planners refers clients to professionals who provide services on trusts, probate, charitable giving, and estate and tax planning.

Cogent Blue Wealth Advisors is a Knoxville-based financial services provider. It caters to individuals and families with financial planning and wealth management needs. It also has experience in attending to medical professionals, academics, corporate executives, and entrepreneurs. The company considers its clients' financial history, goals, and landscape in crafting strategies for wealth protection and transfer, charitable planning, and tax planning. Cogent Blue Wealth Advisors has been featured in news platforms such as BCC, CNBC News, Forbes, Lifehacker, and Forbes.

Cosey Financial Services, Inc. is an independent wealth management and financial advisory firm that serves the residents of Knoxville and the surrounding areas. It helps clients secure their financial futures through services such as strategic financial planning, tax planning, retirement planning, and estate planning. In addition, the firm provides money management, insurance and risk management, asset allocation, and investment selection and banking services. Cosey Financial Services, Inc. has been in operation for more than 15 years.

CrestPoint Wealth Management is a team of financial advisors that offers personalized services to clients in Knoxville. The firm designs financial plans for investment and retirement and helps clients in allocating and protecting funds for future benefits that involve college and insurance plans. In addition, it assists clients in understanding their current investment plans and recommends strategies to minimize taxes. Monte Miller, the firm's CEO, has been in the financial industry for more than 27 years and holds various FINRA licenses.

Cullman Wealth Team is a group of financial professionals offering services to clients in Knoxville and the neighboring areas. Travis Cullman works with a diverse clientele, such as corporate executives, business owners, and retirees, and helps them in their financial planning needs and goals. His team also handles tax reduction, estate planning, and risk management services. Cullman is a Certified Financial Planner for Southwestern Investment Group, which has access to numerous financial resources and insurance products.

Guidance Advisors is a wealth management firm that serves individuals, families, and businesses from Knoxville and the surrounding areas. It helps clients meet their future financial needs through services such as asset protection, estate planning, and income distribution planning. It also provides risk management services and tax minimization strategies. President Todd Rechenbach has been working in the financial services industry for more than 25 years. He supports community organizations such as the Emerald Youth Foundation, Knoxville Leadership Foundation, and Berean Christian School.

Inspire Financial Planning is an investment fiduciary serving the people of Knoxville. It provides financial advice and wealth management services, helping individuals and families put their estate plans, cash flow statements, insurance policies, and investment portfolios in order. The SmartAsset-certified fiduciary firm works with clients interested in passively allocated exchange-traded funds and socially responsible investing. Founder Jeff Headrick has worked in the field for over two decades. His team has been featured in the Wall Street Journal, the Washington Post, and CBS.

Integrity Wealth Services offers financial advice to clients in Knoxville. The company provides relationship management services, such as financial coaching and professional partnerships. It also presents advanced planning services, which include estate and tax planning and tax-efficient investing. Its president and wealth manager, Paul Ragone, has been a financial advisor for over 20 years. He is an Accredited Wealth Management Advisor and an Asset Management Specialist. Furthermore, Ragone received recognition from the Advisors Magazine and the Pacific Life Advisory Council.

Nalls Sherbakoff is a veteran-owned financial advisory firm that has been serving the residents of Knoxville and the surrounding areas for more than eight years. It helps clients manage their wealth through services such as financial planning, pension consulting, and investment portfolio management. Principal and financial advisor T. Lee Sherbakoff was on active duty with the U.S Army for four years. He has served as president of the East Tennessee chapter of the Financial Planning Association.

Prosperity Partners Wealth Management is an independent advisory firm that helps clients balance financial growth with asset protection in order to build wealth and plan for retirement. Serving Knoxville and the neighboring areas, the firm categorizes the client's assets into three areas of focus, ranging from short-term to long-term. The team of advisors, led by President Ali Swofford, has over 90 years of combined experience in the financial services field. Swofford has been in the industry for over 35 years.

Tennessee Valley Asset Management Partners is an independent Registered Investment Advisor (RIA) firm that takes care of the financial needs of individuals and families from varying backgrounds in Knoxville and the surrounding areas. The firm assists clients in retirement planning, investment management, estate planning, and tax strategies. It was established in 2006 by Jeff Foster, Scott Fisher, and Jeff Sweat, all three are Certified Financial Planners. Prior to starting their own firm, Foster, Fisher, and Sweat all worked under the same national brokerage firm.

The Mather Group is a financial advisor that provides services to clients in Knoxville and its surrounding communities. It offers complete retirement planning services for a smooth lifestyle and financial transition during retirement. These services include tax planning, risk management, estate planning, and investment management. These investments are secured in separate custody accounts with national firms such as Charles Schwab, Fidelity, and TD Ameritrade. The Mather Group is a member of the National Association of Personal Financial Advisors.

Waypoint Financial Partners, LLC, is a financial advisory company that serves clients from the Knoxville area. Its office is composed of three Certified Financial Planner professionals who have a combined experience of 60 years in the industry. They offer assistance in financial and retirement planning, life insurance, and annuities. Their knowledge of financial planning allows them to help clients overcome various personal challenges and navigate economic conditions. Two of the members of the company, Jacki Imbrey and David Jeffries, are also Retirement Income Certified Professionals.