Financial Advisors
Knoxville, TN
SageSpring Wealth Partners' Cullman Wealth Team in Knoxville delivers comprehensive financial planning for wealth accumulators, retirees, business owners, and executives. Led by CFP® Travis Cullman, the team provides personalized solutions addressing tax optimization, investment management, estate planning, and risk management through a collaborative, family-focused approach. As an independent firm backed by SageSpring's $5.5+ billion in managed assets, they combine small-firm accessibility with enterprise resources, emphasizing clear communication and client relationships over product sales.
Ideal for: Business owners seeking tax-efficient strategies, Retirees planning income and legacy, Wealth accumulators wanting personalized guidance, Executives managing complex financial situations
Service area: Knoxville, TN and surrounding areas
Independent Advisor Structure: SageSpring operates as a fiduciary with no products to sell and no sales minimums, ensuring advice prioritizes client interests over commissions. This independence is paired with the resources and knowledge of a firm overseeing $5.5+ billion in client assets.
Family-Centered Approach: The Cullman Wealth Team creates a welcoming office environment where children and well-behaved pets are genuinely welcome, reflecting their belief in treating clients like family and making financial planning accessible rather than intimidating.
Comprehensive Planning Perspective: Beyond investments, the team takes a critical look at each client's situation from tax, investment, estate, and risk management angles, coordinating with a network of professionals to ensure holistic financial strategy.
Address: 136 Concord Rd, Knoxville, TN 37934
Phone: (865) 686-5202
Website: sagespring.com
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