Connect with Top-Rated Financial Planners in Knoxville!

At Prosperity Partners Wealth Management, our job is to help you maintain your lifestyle, preserve your wealth, and create your legacy for today, tomorrow and years to come. Whether you are making plans or going through a major life transition, you have worked hard preparing for your financial future. The question is, are you really ready for what may lie ahead? The risks are too great, and time is too short to financially go it on your own. Now is the time to let us help you love your life, leave your legacy, and feel confident about the next steps on your path. Call or e-mail us today for information on how we can help you live, love, and leave a legacy.

Shell Capital Management, LLC is a registered investment advisor that provides personalized investment management services to high net worth individuals and institutional clients. The company's mission is to help clients survive and thrive by actively managing risk and dynamically adapting to evolving markets. The firm offers a range of investment strategies, including alternatives, in a tax-efficient and cost-effective manner. With over two decades of experience, Shell Capital Management, LLC has developed a reputation for delivering exceptional investment results through its proprietary systems and methods. The company is headquartered in Tennessee and is registered with the Securities and Exchange Commission (SEC).

At Davis Wealth Management, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. We offer a comprehensive range of services, including investment management, retirement planning, and estate planning. Our experienced advisors work closely with clients to understand their unique financial goals and create personalized strategies to help them achieve their objectives. With a commitment to regular, interactive communication and high standards of expertise and service, we strive to build long-term relationships with our clients.

At DeMaria Financial Services, we are dedicated to putting our clients and their financial goals first. We believe that carefully listening to our clients concerns and needs is important to maintaining ongoing long term relationships. Listening well also helps us to develop a financial plan designed to maximize our clients wealth and to help ensure a quality lifestyle. We believe we are uniquely positioned to assist you with your financial planning needs because we have the experience to recognize opportunities, the stability to guide you through an ever changing financial environment, and the discipline to follow through. We assist Individuals, foundations, and businesses with solutions and portfolio management choices for each unique need.

Retirement Planning Services helps individuals align their wealth with their values, providing comprehensive financial planning, investment management, tax planning, health insurance, estate planning, and social security and pension plan optimization. Their team of experts guides clients through various stages of life, including retirement, career transition, and major life changes. With a focus on relationships, they simplify complex financial situations, creating a cohesive plan for a fulfilling life.

At Blue Ridge Wealth Planners, we empower retirees and pre-retirees in East Tennessee and beyond to lead fulfilling and financially confident lifestyles. Our comprehensive retirement services help families in Knoxville, Chattanooga, and beyond create a plan for everything that covers all the bases in their wealth world. With our expertise, we can help you plan for retirement, preserve your investments, and achieve lasting results. We also offer resources, such as market updates, YouTube videos, and free downloads, to help you get the most out of your retirement. Whether you're looking for guidance on retirement income planning, Social Security decisions, or tax strategies, our team is here to support you every step of the way.

Meridian designs personalized strategies to help our clients achieve their financial objectives. As markets move up and down, we rebalance investments to keep the recommended asset allocation on track. Our team continuously monitors investments to ensure they align with clients' goals. With a focus on individualized service, we provide comprehensive financial planning, investment management, and trust services to help individuals and families achieve financial security. With a deep understanding of the importance of transparency and loyalty, we have built a reputation for delivering exceptional results and prompt, personalized service. Our expert team is dedicated to helping you achieve your financial goals, whether it's planning for retirement, managing a trust, or creating a customized investment strategy.