$105MM AUM | $2MM Rev in
We are a privately owned, client-centric fiduciary firm in Knoxville, Tennessee that is uniquely positioned to help today’s small business owners grow the value of their business through personal wealth management, business planning, and coaching. It is our mission to help our clients and their teams reach their individual goals; one conversation, one meeting, and one action at a time. The firm’s investment strategy is one that combines the efficient market hypothesis with the three-factor model, modern portfolio theory, and portfolio rebalancing. We believe that, by leaning on some of the brightest minds in economics and the financial industry, we have created a proven and intellectually sound approach to maximizing our clients’ assets.
Becoming America’s premier planning firm for forward-thinking business owners and ultimately, revolutionizing the way business owners conduct their planning has always been our vision. This has been a driving force behind the expansion of services and commitment to the continued education of our clients and our team. As a result, our founder has become a nationally recognized thought leader in the industry and has been named the Exit Planning Institute’s Leader of the Year, Knox Biz’s 40 Under 40, and has been awarded the Investopedia Top-100 Advisor designation for four consecutive years.
Ideal firms and/or advisors for us to partner with would be those proven in asset management with designations such as Chartered Investment Counselors and Certified Investment Management Analysts, and Chartered Financial Analysts. If you’re interested, we would love to discuss this opportunity in greater detail.