Best Financial Advisors in Knoxville

Laurels
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Financial Advisors FAQs

Learn more
Asset Planning Corporation logo

Asset Planning Corporation

234 South Peters Road, Knoxville, TN 37923
Visit Website
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

Visit Website
Blue Ridge Wealth Planners logo

Blue Ridge Wealth Planners

9725 Cogdill Road, Knoxville, TN 37932
Visit Website
  • Estate and Trust Specialist
  • Private Wealth Advisor
  • Retirement Planning
  • Insurance Products

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.

Visit Website
Cogent Blue Wealth Advisors logo

Cogent Blue Wealth Advisors

4315 Kingston Pike, Knoxville, TN 37919
Visit Website
  • Certified Financial Planner (CFP)
  • 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.

Visit Website
Cosey Financial Services, Inc. logo

Cosey Financial Services, Inc.

8880 Cedar Springs Lane, Knoxville, TN 37923
Visit Website
  • Retirement Planning

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.

Visit Website
CrestPoint Wealth Management logo

CrestPoint Wealth Management

300 North Forest Park Boulevard, Knoxville, TN 37919
Visit Website
  • Insurance Products
  • Retirement Planning

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.

Visit Website
Cullman Wealth Team logo

Cullman Wealth Team

136 Concord Road, Knoxville, TN 37934
Visit Website
  • Certified Financial Planner (CFP)

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.

Visit Website
Guidance Advisors logo

Guidance Advisors

422 South Gay Street, Knoxville, TN 37902
Visit Website
  • Retirement Planning

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.

Visit Website
Heritage Investors logo

Heritage Investors

10641 Deerbrook Drive, Knoxville, TN 37922
Visit Website
  • Certified Financial Planner (CFP)

Heritage Investors, LLC, is a full-service financial planning specialist serving the Knoxville metro. The company offers a wide range of financial solutions to both individuals and businesses. Its financial advisors specialize in portfolio and wealth management, retirement planning, and trust management. The team also assists organizations with business succession strategies, tax mitigation, risk management, and value growth management. The company began serving clients in 2009. It is a member of the Forbes Finance Council.

Visit Website
Integrity Wealth Services logo

Integrity Wealth Services

9724 Kingston Pike, Knoxville, TN 37922
Visit Website
  • Private Wealth Advisor
  • Retirement Planning
  • Business Tax Preparation

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.

Visit Website
Leading Edge Financial Planning logo

Leading Edge Financial Planning

6921 Office Park Circle NW, Knoxville, TN 37909
Visit Website
  • Certified Financial Planner (CFP)

Leading Edge Financial Planning is a wealth management firm that serves high-income individuals and families from Knoxville and the surrounding areas. It helps clients achieve financial independence through services such as college planning, tax planning, estate planning, and retirement income planning. In addition, the firm provides investment portfolio management services, which include the allocation, regular monitoring, and adjustment of investment assets. Its principal Kevin Gormley serves on the board of directors of the East Tennessee Financial Planning Association.

Visit Website
Nalls Sherbakoff logo

Nalls Sherbakoff

9724 Kingston Pike, Knoxville, TN 37922
Visit Website
  • Certified Financial Planner (CFP)

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.

Visit Website
Prosperity Partners Wealth Management logo

Prosperity Partners Wealth Management

306 Prosperity Drive, Knoxville, TN 37923
Visit Website
  • Certified Financial Planner (CFP)

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.

Visit Website
Tennessee Valley Asset Management Partners logo

Tennessee Valley Asset Management Partners

6025 Brookvale Lane, Knoxville, TN 37919
Visit Website
  • Estate Planning
  • Retirement Planning

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.

Visit Website
The Mather Group logo

The Mather Group

2095 Lakeside Centre Way Suite 105, Knoxville, TN 37922
Visit Website
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning
  • Retirement Planning
  • Investment Management

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.

Visit Website
Waypoint Financial Partners, LLC logo

Waypoint Financial Partners, LLC

1322 Dowell Springs Boulevard, Knoxville, TN 37909
Visit Website
  • Certified Financial Planner (CFP)

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.

Visit Website
Back to Providers

Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Read All FAQS

Wrong city? Here are some nearby places:

Search for Financial Advisors near you