Wealth Management in Knox County, TN

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List of Firms

Knox County, TN Wealth Management Firms

Proffitt Wilkes Griffin Wealth Management
5 out of 5
Location 400 Ebenezer Rd #400, Knoxville, TN 37923, USA
Phone (865) 313-2092
Language http://www.proffittwilkesgriffin.com/
Directions
Blue Ridge Wealth Planners
SEC File# 801-123504
CRD# 285347
5 out of 5
Location 9725 Cogdill Rd #101, Knoxville, TN 37932, USA
Phone (865) 392-4260
Language https://blueridgewealth.com/
Directions
Asset Planning Corporation | Financial Planning & Investment Management
4 out of 5
Location 234 S Peters Rd # 102, Knoxville, TN 37923, USA
Phone (865) 690-1231
Language https://assetplanningcorp.com/
Directions
Cameron, Oakes & Associates - UBS Financial Services Inc.
Location 800 S Gay St Suite 2600, Knoxville, TN 37929, USA
Phone (865) 329-1262
Language https://advisors.ubs.com/cameron-oakes-associates/?utm_source=Yext&utm_medium=GMB&utm_campaign=300906&y_source=1_MzA3OTk0NDItNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
Merrill Lynch Wealth Management
5 out of 5
Location 800 S Gay St Suite 2200, Knoxville, TN 37929, USA
Phone (865) 521-8800
Language https://www.local.ml.com/KNOXVILLE_TN
Directions
Prosperity Partners Wealth Management
SEC File# 801-62331
CRD# 120894
5 out of 5
Location 306 Prosperity Drive Suite 101 & Suite 103, 306 Prosperity Dr STE 101, Knoxville, TN 37923, USA
Phone (865) 690-0049
Language http://www.prosperitypartnerswm.com/
Directions
Merrill Lynch Wealth Management Advisor James L Cagle
Location 800 S Gay St Suite 2200, Knoxville, TN 37929, USA
Phone (865) 521-8837
Language https://fa.ml.com/tennessee/knoxville/retirementplanningknoxville
Directions
Merrill Lynch Wealth Management Advisor Rebecca R Connelly
Location 800 S Gay St Suite 2200, Knoxville, TN 37929, USA
Phone (865) 521-8839
Language https://fa.ml.com/tennessee/knoxville/rebecca-connelly
Directions
WealthSource - Knoxville
5 out of 5
Location 10641 Deerbrook Dr STE 100, Knoxville, TN 37922, USA
Phone (865) 690-1155
Language https://www.wealthsource.com/locations/knoxville-tn/
Directions
Empower Wealth Management
Location 1306 Papermill Pointe Way, Knoxville, TN 37909, USA
Phone (865) 770-5535
Language http://www.empowerwealthmgmt.com/
Directions
Northwestern Mutual - Kevin Proffitt, CFP
Location 110 Triplett Ln, Knoxville, TN 37922, USA
Phone (865) 251-5120
Language http://axiom.nm.com/
Directions
Capital Wealth Management
SEC File# 801-33145
CRD# 104920
Location 8848 Cedar Springs Ln Suite 201, Knoxville, TN 37923, USA
Phone (865) 690-9886
Directions
Oak Springs Wealth Management
Location 4817 Kingston Pike, Knoxville, TN 37919, USA
Phone (865) 312-7660
Language http://www.oakspringswealth.com/
Directions
Wealth Management in Knox County, TN

Where Wealth Management Advisors in Knox County, TN Serve

Knox County, TN is a vibrant and diverse area located in the heart of East Tennessee. Home to a plethora of landmarks, including the stunning Great Smoky Mountains National Park, the historic Market Square, and the iconic Sunsphere, Knox County is a hub of culture and entertainment. Top employers in the area include the University of Tennessee, Covenant Health, and the Tennessee Valley Authority, providing a wide range of job opportunities for residents. Major highways such as I-40, I-75, and I-640 make transportation a breeze, while bustling streets like Kingston Pike and Broadway offer plenty of shopping and dining options. Knox County is made up of a variety of unique neighborhoods, each with its own distinct character. From the trendy and up-and-coming Old City to the charming and historic Fourth and Gill, there's a neighborhood to suit every taste. With its rich history, stunning natural beauty, and thriving economy, Knox County is truly a gem of Tennessee.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Knox County, TN can benefit from a bank in various ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. This is particularly important in Knox County, TN, where the cost of living is relatively high, and many residents may need to access credit or loans to cover unexpected expenses or invest in their businesses. Additionally, banks can provide financial education and resources to help residents manage their money more effectively and make informed decisions about their finances. This can be especially helpful for individuals who may be new to managing their finances or are facing financial challenges. Overall, a bank can play a critical role in supporting the financial well-being of residents in Knox County, TN, and helping them achieve their financial goals.

Insurance Broker

Residents of Knox County, TN can benefit greatly from the services of an insurance broker. With the county's population of over 470,000 people, navigating the complex world of insurance can be overwhelming. An experienced broker can help residents understand the various insurance options available to them, such as health, auto, and home insurance. Additionally, Knox County is home to a large number of small businesses, and an insurance broker can assist these business owners in finding the right coverage for their employees. Furthermore, with the county's proximity to the Great Smoky Mountains National Park, many residents may require specialized insurance for recreational activities, such as hiking and camping. An insurance broker can provide guidance on these specific types of insurance, ensuring that residents are properly protected. In short, an insurance broker can be an invaluable resource for Knox County residents, helping them navigate the often-confusing world of insurance and providing peace of mind.

Retirement Planning

Residents of Knox County, TN can benefit from the expertise of a retirement planner in various ways. Firstly, a retirement planner can help them identify their financial goals and create a personalized plan to achieve them. This is especially important in Knox County, TN, where the cost of living is relatively high compared to other areas in the state. Secondly, a retirement planner can advise residents on the best investment strategies to maximize their retirement savings, taking into account their risk tolerance and financial situation. Additionally, a retirement planner can help residents navigate the complex tax laws in Knox County, TN and minimize their tax liabilities. Finally, a retirement planner can provide ongoing support and guidance, ensuring that residents stay on track to achieve their retirement goals despite any unforeseen challenges that may arise. Overall, a retirement planner can be an invaluable resource for residents of Knox County, TN, helping them secure their financial future and enjoy a comfortable retirement.

Financial Advisor

Residents of Knox County, TN can benefit greatly from the expertise of a financial advisor. One of the most common ways that a financial advisor can assist residents is by helping them plan for retirement. With a median age of 36 years old, Knox County has a relatively young population, but it is never too early to start planning for the future. A financial advisor can help residents create a retirement savings plan that takes into account their current financial situation, their long-term goals, and any unique circumstances they may face. Additionally, a financial advisor can provide guidance on investment strategies, tax planning, and estate planning. With the help of a financial advisor, residents of Knox County can feel confident that they are making informed decisions about their financial future.

Mortgage Loan Officer

Residents of Knox County, TN would greatly benefit from the expertise of a mortgage loan officer. With the county's diverse population and varying economic backgrounds, a loan officer can provide personalized assistance in navigating the complex world of mortgages. Whether it's helping first-time homebuyers secure a loan, assisting families in refinancing their homes, or guiding individuals in understanding the intricacies of mortgage rates and terms, a loan officer can provide invaluable support. Additionally, with Knox County's growing real estate market and unique neighborhoods, a loan officer can offer insight into the best mortgage options for specific areas and property types. Overall, the knowledge and guidance of a mortgage loan officer can make a significant difference in the lives of residents of Knox County, TN, allowing them to achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Knox County, TN can benefit greatly from the expertise of a tax advisor in various ways. Firstly, a tax advisor can assist residents in navigating the complex tax laws and regulations that apply to the county. This is particularly important given that Knox County has a unique tax structure that includes property taxes, sales taxes, and hotel occupancy taxes, among others. Additionally, a tax advisor can help residents to identify tax deductions and credits that they may be eligible for, which can significantly reduce their tax liability. Moreover, a tax advisor can provide guidance on tax planning strategies that can help residents to minimize their tax burden and maximize their financial resources. Finally, a tax advisor can help residents to stay compliant with tax laws and regulations, which can help to avoid costly penalties and fines. Overall, the assistance of a tax advisor can be invaluable to residents of Knox County, TN, helping them to optimize their financial situation and achieve their financial goals.

Estate Planning Lawyer

Residents of Knox County, TN can benefit from the services of an estate planning lawyer in various ways. For instance, the lawyer can help individuals create a will or trust to ensure that their assets are distributed according to their wishes after they pass away. Additionally, the lawyer can assist in setting up a power of attorney or healthcare directive to ensure that decisions about their finances and medical care are made by trusted individuals in the event that they become incapacitated. Furthermore, an estate planning lawyer can help residents of Knox County, TN navigate the complexities of estate and gift tax laws, which can be particularly challenging given the state's unique tax laws. With the help of an estate planning lawyer, residents of Knox County, TN can ensure that their assets are protected and their wishes are carried out, providing peace of mind for themselves and their loved ones.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Knox County, TN can provide a wide range of wealth management services to clients. From investment management to estate planning, a wealth manager can help clients navigate the complexities of managing their wealth. In Knox County specifically, a wealth manager can provide expertise in managing assets related to the region's thriving healthcare industry. With major healthcare providers such as Covenant Health and the University of Tennessee Medical Center located in Knox County, a wealth manager can help clients invest in healthcare-related stocks and funds. Additionally, a wealth manager can provide guidance on philanthropic giving to support local healthcare organizations, such as East Tennessee Children's Hospital and the Thompson Cancer Survival Center. With their expertise and knowledge of the local market, a wealth manager in Knox County can help clients achieve their financial goals and make a meaningful impact in their community.

Knox County, TN is the ultimate destination for individuals seeking the services of a wealth manager. This county is home to a plethora of financial experts who have a wealth of experience and knowledge in the field. The unique feature that sets Knox County apart from other regions is its diverse economy, which comprises various industries such as healthcare, education, and technology. This diversity means that a wealth manager in Knox County can offer clients a wide range of investment opportunities, tailored to their specific needs and goals. Additionally, the county's financial experts have a deep understanding of the local market, which enables them to leverage their expertise to help clients achieve their financial objectives. With its vast array of financial experts and a diverse economy, Knox County is undoubtedly the best place to get a wealth manager.