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 Our Strategic Partners


We are the exclusive Investment Consultants for the customers of UT Federal Credit UnionUnion Bank of Jellico and Peoples Bank of the South.  Learn more


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, 1996-2013, based on total revenue


Meet Us!



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