Fiduciary advisors in Knoxville, TN

Knoxville, Tennessee

Insurance-Based

Alexander Dalton, Financial Advisor - Eagle Strategies is an insurance-based firm in Knoxville, Tennessee. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Knoxville, Tennessee

Insurance-Based

Anthony Browder, Financial Advisor - Eagle Strategies is an insurance-based firm in Knoxville, Tennessee. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Knoxville, Tennessee

Bank-Affiliated

Banker Brokers is a bank-affiliated financial advisory firm in Knoxville, Tennessee, offering financial planning, insurance analysis, and retirement planning services. Led by Scott Smith, the firm focuses on retirement planning and insurance protection strategies for individual clients. The firm takes a process-oriented approach, beginning with an assessment of existing retirement savings, family obligations, and future financial needs.

Knoxville, Tennessee

Empower Wealth Management is an investment advisory firm in Knoxville, Tennessee. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open four days a week. It holds a 5-star rating from 1 Google review.

Knoxville, Tennessee

Executive Benefits of America, Inc., based in Knoxville, Tennessee, provides financial planning and advisory services across retirement, estate planning, tax strategy, business succession, and investment management. The firm works with business owners, professionals, and families at various life stages, employing a team-based approach centered on client education and personalized planning that addresses complex financial, tax, and estate issues. The practice is led by Mike Strickland, who serves as principal and senior financial coach, and emphasizes accessibility, detailed communication, and long-term client relationships.

Knoxville, Tennessee

Keith Kail is the Managing Director of Peachtree Planning's Knoxville office, overseeing the firm's operations in East Tennessee while serving individual clients. The firm offers comprehensive financial planning, wealth management, retirement planning, risk management, business planning, and estate considerations through a planning-first approach aligned with clients' personal goals. Kail holds credentials as an Insurance Counselor Fellow and Certified Financial Education Instructor, is a Registered Representative with Park Avenue Securities LLC, and maintains Million Dollar Round Table qualification. Peachtree Planning works with individuals, families, and business owners across all life stages seeking ongoing advisory relationships.

Knoxville, Tennessee

Leading Edge Financial Planning is a fee-only fiduciary firm in Knoxville, Tennessee that provides investment management and wealth management services. The firm specializes in serving professional pilots and other high-income families, with a particular focus on addressing the financial needs of these client segments. Operating under a fee-only model with no commissions, the firm follows a structured planning process to guide clients through various life stages.

Knoxville, Tennessee

Marsh Wealth Management is a fiduciary firm in Knoxville, Tennessee that provides financial planning, investment management, and wealth management services with a focus on tax-efficient strategies for clients nearing or in retirement. Led by principals Mike Marsh and Yvonne Marsh—both CPAs, with Yvonne also holding CFP certification—the firm serves clients with investable assets of $300,000 or more, particularly those aged 50 and older. The firm structures its planning approach around four areas: investments, tax strategies, healthcare, and legacy and estate planning, with particular emphasis on tax timing and optimization across different wealth stages.

Knoxville, Tennessee

Millennium Wealth Management is an independent financial advisory firm in Knoxville, Tennessee offering investment management and wealth planning services. The firm employs a three-step approach—assessing client finances and objectives, developing customized strategies, and implementing plans that adjust as circumstances change. As an independent practice, the firm states it prioritizes client interests without selling proprietary products or meeting sales quotas, and emphasizes financial education to help clients make informed decisions about their long-term financial planning.

Knoxville, Tennessee

Insurance-Based

Northwestern Mutual - Jeffrey M. Pinchok is an insurance-based firm in Knoxville, Tennessee. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance.

Knoxville, Tennessee

OneDigital, operating through subsidiary OneDigital Investment Advisors LLC, provides wealth management and financial planning services to individuals and families across various asset levels. The firm operates on an assets-under-management (AUM) basis and acts as a fiduciary, integrating investment management, financial planning, tax strategy, retirement planning, risk management, and estate planning considerations. With $14 billion in assets under management and approximately 12,000 wealth management households, the firm serves clients ranging from those building initial savings to those with highly complex portfolios exceeding $50 million in investable assets.

Knoxville, Tennessee

Rather & Kittrell Capital Management is an investment advisory firm in Knoxville, Tennessee. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Knoxville, Tennessee

Raymond James & Associates is an investment advisory firm in Knoxville, Tennessee. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Knoxville, Tennessee

SWM Group Benefits is an investment advisory firm in Knoxville, Tennessee. The office has a wheelchair-accessible entrance.

Knoxville, Tennessee

Sojourn Wealth Management is a Knoxville-based firm offering investment management and wealth management services to clients at various life stages, from first-time investors to those planning retirement. The firm works through a three-step process—assessing the client's situation and goals, developing an adaptable strategy that accounts for retirement risks, and implementing the plan with ongoing revisions. The firm serves clients across different backgrounds and financial circumstances, offering a complimentary initial consultation to discuss goals and risk tolerance.

Knoxville, Tennessee

Visionary Horizons Wealth Management is a financial advisory firm based in Knoxville, Tennessee that provides holistic planning and active investment management services. The firm offers personal financial coaching and life planning assistance across multiple areas including asset allocation, business finances, retirement preparation, and family financial coordination. The firm emphasizes long-term client relationships and proactive communication as core aspects of its service model.