Financial Advisors in Knoxville, Tennessee

Savant Wealth Management is a top financial advisor in Knoxville due to its extensive experience in the financial industry since 1986 and its commitment to providing tailored and client-centric financial solutions. With a wide range of specialties including comprehensive wealth management, investment management, financial planning, estate planning, and more, Savant offers holistic services that cater to the unique needs of each individual, family, and business. Their independent and fee-only approach further emphasizes their dedication to acting in the best interests of their clients and ensuring the utmost trust, confidence, and ethical responsibility in managing their assets.

Founded in 2016 and headquartered in Baltimore, MD, Facet has a dedicated team of experienced financial experts who provide objective guidance through their flat fee model. Facet Wealth is a top financial advisor in Knoxville and nationwide because they offer a wide range of specialized services, including investments, taxes, benefits, financial planning, wealth management, insurance, college planning, real estate, career planning, and cash flow management. They prioritize personalized financial strategies and utilize cutting-edge technology to empower clients on their financial journies.

With over 25 years of experience in the financial advisory industry, Patriot Investment Management Group is a top choice for individuals and institutions in Knoxville. They pride themselves on their core values of integrity, objectivity, and transparency, ensuring their clients receive unbiased and personalized financial planning services. Their dedication to fee-only advising and their emphasis on building broadly diversified portfolios with low-cost index funds make them a reliable and trustworthy partner for long-term investing success.

As one of the top financial advisors in Knoxville, Rather & Kittrell has been providing financial planning and investment management services since 2000. They have established relationships with successful business people and manage over 100 retirement plans for top names in the Knoxville and East Tennessee business communities. As fiduciaries, they prioritize clients' interests and offer comprehensive wealth management services including estate planning, tax mitigation, asset protection, and charitable giving.

PYA Waltman Capital, LLC has been a top financial advisor in Knoxville since 2005. They prioritize putting their clients' best interests first and creating personalized plans to help individuals achieve their unique financial goals. Their comprehensive services include understanding clients' motivations and goals first and foremost through a values-based financial planning process. 

Brogan Financial is one of the best financial advisors in Knoxville due to its financial planning, retirement planning, and legacy planning expertise. Founded in 2001 and headquartered in Knoxville, they have established themselves as a trusted advisor in the industry. Led by CEO Jim Brogan, who has been recognized as the National Advisor of the Year, Brogan Financial provides personalized service, transparent fees, and custom-tailored plans to help clients achieve their unique retirement goals and create a fulfilling retirement.

If you require a boutique advisor service, Visionary Horizons services people in Knoxville and specializes in providing comprehensive financial solutions, including investment management, wealth management, and succession planning. Founded in 2010 and headquartered in Knoxville, they have successfully guided clients toward their financial goals with the help of their team of five experienced Certified Financial Planners (CFPs). Additionally, Visionary Horizons sets itself apart by prioritizing excellence through cutting-edge technology solutions, thereby enhancing client satisfaction.

We selected Blue Ridge Wealth Planners as one of the top financial advisors in Knoxville due to their strong expertise in financial planning and retirement planning. Founded in 2022 and headquartered in Knoxville, they work closely with clients in the area to create comprehensive wealth management strategies. Their commitment to simplifying the financial planning process and offering personalized solutions sets them apart as a trusted advisor for retirees and pre-retirees.

Marsh Wealth Management, LLC is a top financial advisor in Knoxville and a boutique fiduciary firm specializing in customized investment wealth management services, financial planning, and healthcare strategies. They believe in the importance of a well-diversified portfolio and emphasize the ineffectiveness of active investing or timing the market. With their long-term perspective and focus on client goals, Marsh Wealth Management aims to guide clients toward sustainable financial growth.