A great city on the Tennessee River, Knoxville is famous for its barbeque, its southern love, and its music events. Yet that’s not all, as its home to activity in the automotive manufacturing and film production industries. The city is blooming, and anyone living there can tell. Therefore, many successful individuals and entrepreneurs are making their homes there. They (and perhaps you) might need help managing their wealth, and fortunately, there are many financial advisors working in the city as well. We’re here to help you find the right one for you.
Here are our top five choices for financial advisory firms in Knoxville, Tennessee:
Patriot Investment Management Group, Inc.
A firm that has been providing investment advisory services since 1992, Patriot Investment Management Group has more than $838 million in assets under its management. They serve individuals, corporations, trusts, estates, pension or profit-sharing plans, charitable organizations, and other business entities.
They mostly provide investment management services, but they also offer other services such as financial planning, risk management, tax planning, education planning, retirement planning, estate planning, and insurance analysis. They give their services the personalized touch, and they utilize a conservative, prudent approach when it comes to managing investments.
Patriot Investment Management Group, Inc is a fee-only firm that has no minimum account requirement to work with them.
You can expect the following working with Patriot Investment Management Group:
- They allow clients to seek a tax professional’s advice before and during the investment process.
- Experience working with clients in various situations.
- Objective analysis as well as market commentary on a quarterly basis.
Rather & Kittrell, Inc
Founded in 2000, Rather & Kittrell, Inc has more than $661 million in assets under its management. In 2018, the firm was recognized by Financial Times as one of the top 300 firms in the United States.
They serve individuals, families, banks, businesses, and pension and profit-sharing plans. Additionally, they offer customized services that are tailored to fit the client’s individualized needs and wants. They notably serve clients going through life transitions. Some of their services are financial planning, investment management, estate planning, asset protection, charitable giving, tax mitigation, retirement planning, insurance planning, budget planning, and death and disability planning.
Rather & Kittrell, Inc is a fee-based firm that has a $500,000 minimum account requirement to work with them.
You can expect the following working with Rather & Kittrell:
- Information on the advisors before you choose one, allowing you to more easily decide on one.
- Personalized investment advice.
- Globally diversified and multi-asset model portfolios that aim to provide long-term returns.
Pya Waltman Capital
With slightly more than $631 million in assets under its management, Pya Waltman Capital works with individuals, corporations, charitable organizations, and pension plans.
They ensure to provide their clients with investment portfolios that have reduced risk and well-analyzed securities. They use a fundamental analysis that tries to assess first the financial entity or company’s economic wellbeing rather than just checking price movements.
Pya Waltman Capital is a fee-based firm that has a $500,000 minimum account requirement to work with them.
You can expect the following working with Pya Waltman Capital:
- The performance of fundamental analysis before creating a financial plan for clients.
- A willingness to utilize alternative investments if they are a good fit.
- A commitment to involving you in the process and always providing you with real advice.
Tennessee Valley Asset Management Partners, LLC
A large advisory firm, Tennessee Valley Asset Management Partners, LLC prides itself in offering individualized financial advice for their clients. They work mainly with individuals and some corporations, as well as pension and profit-sharing plans.
Notably, the firm offers consulting services to its clients by hosting seminars where matters such as retirement planning and college planning are discussed on a fairground.
Tennessee Valley Asset Management Partners, LLC is a fee-based firm that has a $50,000 minimum account requirement to work with them. The firm also has some other minimum fees, such as $500 for financial planning services and $250 for consulting services.
You can expect the following working with Tennessee Valley Asset Management Partners:
- They will start by addressing the financial building blocks that include foundation, lifestyle, and legacy.
- Education programs and other resources to help clients to understand the financial world easily.
- Additional services such as divorce financial planning and consulting.
The Nails Sherbakoff Group, LLC
The Nails Sherbakoff Group, LLC has nearly $167 million in assets under its management. The firm utilizes an educational approach that entails providing adequate advice and direction to ensure that a client’s financial decision doesn’t get in the way of their goals. They offer services such as financial planning, portfolio management, and pension consulting.
You can expect financial advice that’s personalized to fit your needs. They may go a step further by even advising on other investments that you may have held before choosing to work with them. The firm serves individuals, corporations, charitable organizations, trusts, estates, pension or profit-sharing plans, and other business entities.
The Nails Sherbakoff Group, LLC is a fee-only firm that has no minimum account requirement to work with them.
You can expect the following working with The Nails Sherbakoff Group:
- A firm that not only serves its client but also gives back to the community.
- Monthly insights that touch on different financial matters.
- A chance to interact with the firm even through social media accounts.
If you want to achieve more in Knoxville, then you need the services of a top financial advisory firm. We have done our part of selecting the top five choices that we think are the best. Now it’s your turn to check each firm by researching more to ensure they offer services that suit all your needs. We hope you’re able to work with the best firm that will have you living with fewer financial worries.