Best Financial Advisors in Knoxville, Tennessee

First Command Financial Advisor - Thomas Benavides provides comprehensive financial planning and investment management services specifically designed for military service members and their families. With a background as a U.S. Army Captain, Thomas brings deep expertise in military pay, benefits, and the Blended Retirement System (BRS) to help clients navigate their financial goals. He offers personalized financial coaching, investment strategies, risk management, and debt management through both in-person and virtual meetings.

Financial Partners of TN, LLC is an independent financial advisory firm based in Knoxville serving clients throughout Tennessee. They provide comprehensive financial planning, investment management, and wealth strategy services tailored to individuals and families. The firm is known for building long-term client relationships and offering personalized guidance on retirement planning, investment portfolios, and financial goals.

Marsh Wealth Management is a fiduciary wealth management firm in Knoxville, TN, founded by CPAs Mike Marsh and Yvonne Marsh (who is also a CFP professional). They specialize in personalized investment management, comprehensive financial planning, tax-smart strategies, and healthcare solutions for individuals nearing or in retirement. As fiduciaries, they prioritize clients' best interests over their own profits, offering tax optimization guidance, retirement planning, legacy preservation, and high-net-worth wealth strategies tailored to each client's unique goals and risk tolerance.

Sojourn Wealth Management is an independent financial advisory firm in Knoxville specializing in comprehensive wealth management for individuals and families. They offer investment management, retirement planning, and personalized financial strategies designed to help clients build and preserve wealth. The team focuses on understanding each client's unique goals and life circumstances to create tailored financial plans.

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.

Paradigm Wealth Partners is a wealth management firm in Knoxville, TN specializing in retirement planning and investment strategy. Led by advisors including Jonathan Bednar and Tim Fuller, they work with pre-retirees, business owners, and professionals to build personalized financial plans, develop investment strategies, and address tax reduction and retirement income needs. Their collaborative process—from initial consultation through ongoing monitoring—is designed to help clients transition from anxiety about retirement to confidence in their financial future.

Oak River Wealth Advisors is an independent financial advisory firm serving Knoxville and the surrounding area. They provide comprehensive wealth management and financial planning services to help clients build and preserve their assets. With a focus on personalized service and fiduciary principles, they work with individuals to develop strategies aligned with their long-term financial goals.

Polaris Wealth Advisors is a financial advisory firm based in Knoxville serving clients throughout the region with comprehensive wealth management and financial planning services. The firm combines expertise in investments, retirement planning, and tax strategy to help clients build and preserve wealth. Their team-based approach and focus on personalized financial solutions make them a trusted partner for individuals and families seeking professional financial guidance.

Axiom Wealth Management Group is a financial advisory firm serving Knoxville residents with personalized wealth management, investment planning, and financial guidance. The firm focuses on helping clients build and preserve wealth through comprehensive financial strategies tailored to individual goals and circumstances.

Integrity Wealth Services is an independent financial advisory firm in Knoxville serving clients who want personalized wealth management and financial planning. Founded on principles of transparency and client-first service, they provide comprehensive financial guidance including investment management, retirement planning, and strategic wealth building tailored to individual goals and circumstances.

Campbell Financial Group is an independent financial advisory firm in Knoxville serving clients with comprehensive wealth management, retirement planning, and investment management services. The team takes a personalized approach to help clients build and protect their financial futures through detailed financial planning and tailored investment strategies.

Edward Jones financial advisor Arlis K Steel provides personalized investment management, retirement planning, and financial advisory services to individuals and families in the Knoxville area. As part of the Edward Jones network, Arlis offers comprehensive financial guidance tailored to each client's goals and circumstances, helping clients build and protect their wealth through strategic planning and ongoing portfolio management.

Guidance Advisors is a financial advisory firm based in Knoxville specializing in retirement planning and wealth management. The team helps clients navigate complex financial decisions with personalized strategies designed for their life stage and goals. They focus on building long-term relationships to help clients achieve financial security and peace of mind.

APC Financial Planning is an independent financial advisory firm serving Knoxville and the surrounding region. They provide comprehensive financial planning, investment management, and retirement planning services tailored to individual clients. Their approach focuses on personalized strategy development to help clients build and protect wealth.

Prosperity Partners Wealth Management is an independent financial advisory firm serving the Knoxville area with comprehensive wealth management, investment planning, and retirement strategies. Their team of experienced advisors works with individuals and families to build personalized financial plans tailored to long-term goals. They focus on fee-based advisory services without commission conflicts, ensuring their recommendations prioritize client interests.

Blue Ridge Wealth Planners is an independent financial planning firm in Knoxville, Tennessee, serving retirees and pre-retirees throughout East Tennessee and beyond. Led by owner and wealth planner John Vandergriff, the firm specializes in comprehensive retirement planning, investment management, tax strategies, and estate planning designed to help clients lead financially confident lifestyles. They offer a "Plan for Everything" approach that addresses retirement income, Social Security optimization, tax efficiency, and legacy planning with access to a broad range of financial products and investments.

Gregory Ward is a financial advisor with Ameriprise Financial Services in Knoxville, offering comprehensive financial planning and investment management services. As part of the Ameriprise network, he helps clients build personalized strategies for retirement, wealth management, and long-term financial goals. Ward provides professional guidance tailored to individual circumstances and financial objectives.

Proffitt & Goodson Inc is a financial advisory firm in Knoxville specializing in comprehensive wealth management and financial planning. Their team of experienced advisors works with clients to develop personalized strategies for retirement planning, investment management, and long-term financial goals. They focus on building lasting relationships with clients through fiduciary-standard advice and personalized service.

Meridian Trust & Investment Company is a financial advisory firm in Knoxville specializing in trust and investment management services. They provide comprehensive financial planning and wealth management solutions tailored to individual and family needs. Their experienced team helps clients build and protect their assets through personalized investment strategies and trust administration.

Strategic Wealth Investments, LLC is a financial advisory firm in Knoxville specializing in comprehensive wealth planning and investment management. The team works with clients to develop personalized financial strategies tailored to their goals, offering guidance on investments, retirement planning, and overall wealth building. They focus on understanding each client's unique situation to create actionable plans that align with long-term objectives.

Vantage Point Financial Planning is an Ameriprise Financial Services location in Knoxville offering comprehensive financial advisory services. The team provides personalized financial planning, investment management, retirement planning, and wealth management strategies tailored to individual client goals. As part of Ameriprise Financial, they bring institutional resources and professional expertise to help clients build and protect their financial futures.

Edward Jones Financial Advisor Erin Hall, AAMS®|CRPS™, provides personalized financial planning and investment management services to individuals and families in the Knoxville area. With professional certifications in financial services, Erin Hall offers comprehensive guidance on retirement planning, investment strategies, and wealth management tailored to each client's goals and circumstances.

Baird Private Wealth Management is a Knoxville-based financial advisory firm serving affluent individuals and families with comprehensive wealth management services. Their team provides investment management, retirement planning, estate planning, and tax strategy services tailored to high-net-worth clients. With access to Baird's institutional resources and personalized local service, they help clients grow, protect, and transition their wealth across market cycles.

Heritage Advisory Group is an Ameriprise Financial Services office in Knoxville offering comprehensive financial planning and investment management. Led by experienced advisors, they help clients build and protect wealth through personalized strategies covering retirement planning, investment portfolios, insurance solutions, and estate planning. As part of Ameriprise, they combine local expertise with the resources of a national financial services firm.

Light Bridge Wealth Management is an independent financial advisory firm serving Knoxville and surrounding areas. They provide comprehensive wealth management, financial planning, and investment management services tailored to individual and family financial goals. Light Bridge focuses on personalized strategies designed to help clients build and preserve wealth.

Empower Wealth Management is a financial advisory firm based in Knoxville offering comprehensive wealth management services to help clients build and protect their financial futures. The team provides personalized guidance on investment strategy, retirement planning, and financial goal-setting tailored to each client's unique circumstances. They focus on delivering professional, client-centered service to navigate complex financial decisions with confidence.

NBZ Investment Advisors is an independent financial advisory firm serving Knoxville and the surrounding region. They provide personalized investment management and financial planning services to help clients build and preserve wealth. Their team works closely with clients to develop strategies aligned with their long-term financial goals.

Tennessee Valley Wealth Management is a Morgan Stanley wealth advisory firm serving the Knoxville area with comprehensive financial planning and investment management services. The team provides personalized guidance on retirement planning, investment strategies, and wealth preservation tailored to individual and family financial goals. As part of Morgan Stanley's global platform, they combine institutional resources with local expertise to help clients build and protect long-term wealth.

Modern Wealth Management is a financial advisory firm in Knoxville specializing in personalized wealth management, investment strategies, and financial planning for individuals and families. They offer comprehensive services including retirement planning, investment management, and ongoing financial guidance tailored to each client's goals and circumstances.

CrestPoint Wealth Management is an independent financial advisory firm in Knoxville serving clients with comprehensive wealth management, investment strategy, and financial planning services. The firm specializes in helping individuals and families build and preserve wealth through personalized, client-focused guidance tailored to each household's unique goals and circumstances.

Tri-Star Wealth Advisors is a Thrivent financial advisory practice serving Knoxville and the surrounding region. They provide comprehensive financial planning, investment management, and wealth advisory services to help clients build and preserve wealth. As part of Thrivent, a Fortune 500 financial services organization, they combine personalized guidance with institutional resources.

Wells Fargo Advisors in Knoxville provides comprehensive financial advisory services including investment management, retirement planning, and wealth management solutions. As part of the Wells Fargo financial services network, they offer personalized guidance to help clients build and manage their financial portfolios. Their advisors work with individuals and families to develop strategies aligned with long-term financial goals.

Merrill Lynch Wealth Management in Knoxville provides comprehensive financial advisory services including investment management, retirement planning, and wealth strategy for individuals and businesses. As part of Bank of America's wealth management division, they combine institutional resources with personalized guidance to help clients build and preserve wealth across multiple asset classes and life stages.