So glad about my decision to work with the Financial Consultants Group. Although I come from a…read morestrong business background, I really did not have a full and proper understanding of my current and future financial needs after a complex divorce. David and Sandee were able to walk me through a structured and simple process to better evaluate my current and future cash needs while adding constructive advice to improve my current position. They also provided me with some solid tax advice and also gave me several helpful ideas to assist with my new small business. Very pleased to recommend them highly.

From the owner: What does Financial Consultants Group Do? We partner with businesses, families, and individuals who…read moreneed someone to take an educated, professional, and compassionate approach to any of their financial obstacles or opportunities. We commit to being available to help you make informed decisions about all things that affect your financial present and future. We're your point of contact to guide you in the right direction from concept to implementation.

I have worked with investment advisors in three different states and immediately was impressed with…read morethis team. I look for registered investment advisors in that they are audited every year for excellence and integrity by the state. This team has that credential and far more. They have FULL fiduciary, always doing what is best for the client, not necessarily for the brokerage. As independents, they can pick and choose among products which is rare and good to find. Most of all, Ron and Ann (as well as the other staff I worked with) were professional, had great advice on other assets and strategies giving me a trusted partner so I could focus on my work, family and life at hand. I am very grateful for Guardian Investment and Accounting and recommend them highly.

Ron and Joanna along with the team at Guardian are absolutely amazing to work with. Their…read morecompassion and attention to detail is refreshing. They take the time to get to know you and needs, and come up with a personal plan that fits you. Cannot recommend enough!

Casey is amazing!! He has literally saved us financially. I cannot sing his praises enough. He…read moreadvised and walked us through a series of unexpected expenses and losses and informed us of options we were unaware of. Despite the insanity of 2020, we are now in a good position thanks to Casey, adding to our retirement accounts and have gotten our savings back to where it needs to be. I trust Casey and his team to make the best decisions for us, and perhaps best of all, Casey is extremely ethical and I fully trust him with our best interests. I also love that Casey makes himself available to his clients and establishes great relationships... I can and do reach out to Casey when I have financial questions!

From the owner: Wiser Wealth Management is an independent fee-only investment advisory firm located in Marietta,…read moreGeorgia. As a fee-only firm, we do not receive commissions or sell any financial products. We are also held to a fiduciary standard to act in the best interest of our clients. Our services include portfolio management, financial planning, investment management and small business retirement plans. We also have a select group of business partners that we coordinate with to provide our clients with estate planning, tax preparation and business legal services.

I have worked with Rather & Kittrell for a number of years. They have always taken good care of my…read moreaccount, given me sound advice, and eased my apprehension during the rough times in the market. I live a distance away now, but I know I can call them at any time and get the advice and reassurance I need when I have a money issue. I'm not a number! I'm a client!!

From the owner: Rather & Kittrell is a Farragut-based fiduciary financial advisory firm providing private wealth…read moremanagement, comprehensive financial planning, and corporate retirement plan services. We work with clients across Farragut, Knoxville, Tellico Village, Sequoyah Hills, Hardin Valley, Maryville, Oak Ridge, and throughout East Tennessee. We help individuals, families, and business owners simplify complex financial decisions. That includes retirement planning, investment management, tax-aware strategies, estate planning coordination, and guidance through major life transitions such as retirement, the sale of a business, divorce, or the loss of a spouse. Clients are supported by a team of CFP® professionals and experienced advisors who collaborate on each plan. As a registered investment advisor, we act as a fiduciary. Our focus is long-term. We build plans designed to adapt as life changes, not just portfolios to react to markets. For many of our clients, that means having a clear strategy for income in retirement, managing risk, and making informed decisions with confidence. We primarily work with high-income professionals, retirees, business owners, and families with $1M+ to $5M+ in assets who want to delegate financial decisions and follow a comprehensive plan. If you are looking for a financial advisor in Knoxville or Farragut who offers comprehensive planning and ongoing guidance.

I have had a fantastic experience working with Ray Brown and this wealth management firm. Ray has…read morebeen an exceptional financial advisor, helping me develop a solid plan for my retirement in the coming years. He is always courteous, knowledgeable, and incredibly responsive. Whenever I send him an email, he typically replies within a day and takes the time to answer all of my questions thoroughly. Since I began working with Ray a year ago, I have been very pleased with my investment results. I highly recommend his services to anyone looking for a trusted financial advisor. Thank you, Ray, for your outstanding support and dedication. Your guidance has made a meaningful difference.

Tim and the team are amazing. When looking for a company to help us with our financial needs we…read morewanted a place where we felt valued and was inclusive. Tim has created a great company that delivers results with strong core values and they make you feel like family.