Working Together for You
Based in Knoxville, TN, we are independent Investment Consultants who recognize that wealth management is a process and not a product. We are committed to providing you informed, objective guidance to create a life plan that’s right for you.
We are independent Investment Consultants registered with LPL Financial, one of the nation’s leading financial services companies and the largest independent broker-dealer*. Why choose us? We provide:
|Unbiased financial guidance and advice – As independent consultants, we do not have sales quotas to meet, and we do not offer any proprietary products. Our conflict-free focus is on helping you choose the most suitable investment products and strategies to pursue your life goals.||Investment choice and flexibility – With access to leading independent research, we can help you make informed, objective decisions, while choosing from a broad array of financial products.||Holistic approach to life planning – No matter where you are in life – just getting started or winding down a successful career – you have goals and dreams. We engage you in an ongoing conversation about your needs, goals and objectives to create the life plan that’s right for you.|
*as reported in Financial Planning Magazine, 1996-2016, based on total revenue