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Showing 1 - 9 of 9 results
GUARDIAN WEALTH MANAGEMENT, INC.
GUARDIAN WEALTH MANAGEMENT, INC.
Chattanooga, Tennessee
1-24 employees
Guardian Wealth Management, Inc. (GWMI) is a fee only Registered Investment Advisor (RIA) specializing in comprehensive wealth management designed to encourage values-based living. For optimum probability of a successful advisor relationship, our clients are a select group of individuals who meet a specific profile created to match families to our unique process of relationship coaching. New clients are only accepted into our boutique planning/advisory firm by referral from an existing client or a proven financial colleague and must meet the established client profile.
Retirement Benefits Rank
Market Leading
LECONTE WEALTH MANAGEMENT, LLC
LECONTE WEALTH MANAGEMENT, LLC
Maryville, Tennessee
1-24 employees
It began in 1986, when LeConte Co-Founder Hoy Grimm started his investment career by directing his focus toward the municipal bond business. In 2001, LeConte Co-Founder Kevin Painter entered the financial services industry as he joined Suntrust Securities. In 2002, Grimm and Painter began their partnership at Suntrust and later became a nationally recognized team. After identifying a better way to do business and put their client's best interest front in center, Grimm and Painter left Suntrust. On March 15, 2007, they established LeConte Wealth Management as a local, independent resource to serve high net-worth clients. In 2014, LeConte Wealth surpassed $100 Million in assets under management. That same year, LeConte Wealth became a Registered Investment Advisor (RIA) exiting the brokerage business and becoming a fiduciary. Since becoming an RIA, LeConte has added a few more members to it's team, including a respected local accountant in Jon Dockery. Today, LeConte Wealth manages over $190 Million in assets for their clients by providing an array of services that include asset management, financial planning and tax preparation/consulting. For more information, visit our website at lecontewealth.com or give us a call at (865) 379-8200. Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.
Retirement Benefits Rank
Market Leading
PROFFITT & GOODSON, INC.
PROFFITT & GOODSON, INC.
Knoxville, Tennessee
1-24 employees
We are ProffittGoodson, offering caring and professional investment advice and financial plans for over 35 years. Our decades of experience and expertise enables us to empower our clients and align their financial decisions with their life’s aspirations. We’re ALL IN on your Money Mission. What’s your Money Mission? ❃What do you hope to achieve in the near future? ❃Do you have philanthropic intentions you haven’t yet acted upon? ❃How do you envision your retirement? ❃What does your vision of legacy encompass? ❃Do you want a deeper understanding of your financial life? Enter ProffittGoodson. We infuse clarifying counsel with pure financial assessment to serve clients long-term aspirations. What’s Our Mission? ❃We’re committed to improving our clients lives via: ❃Multidimensional service, disciplined investing, and clarifying counsel ❃Aligning your financial decisions with your life goals ❃Gaining a deeper understanding of your financial life ❃Helping you achieve your Money Mission now and in the future ❃Supporting you to live life to the fullest Visit our website https://www.proffittgoodson.com to learn more about our services and how we can work together to further your Money Mission. ©2023 Proffitt & Goodson, Inc. All rights reserved.
Retirement Benefits Rank
Market Leading
EVERGREEN CONSULTING, INC.
EVERGREEN CONSULTING, INC.
Chattanooga, Tennessee
1-24 employees
Corporate and individual consultations on Personal Location and business conditions using proprietary technology developed by Evergreen Consulting. The Personal Location technology is the result of an ongoing research project begun in 1991 to understand the relationship between personal experience and personal location. The practical value of this project is a mathematical method to identify personal locations for a specific individual that are optimum for performance in terms of mental clarity and reaction times. Other effects such as comfortable, beautiful, “feels like home” can be identified for vacation or retirement. The business cycle indicators were developed by Evergreen and have been used since 1994. These indicators have proven to be very good predictors of general business conditions, especially the consumer confidence index.
Retirement Benefits Rank
Below Market
QUALITY FINANCIAL CONCEPTS, LLC
QUALITY FINANCIAL CONCEPTS, LLC
Maryville, Tennessee
1-24 employees
Founded in 1983, QUALITY FINANCIAL CONCEPTS is a financial-services firm based in Maryville, Tennessee. With personnel that include two CERTIFIED FINANCIAL PLANNER(TM) professionals, two accountants and a versatile support team. QFC takes a team approach to working with clients who not only are located throughout the country but who also represent a broad range of life stages and portfolio values. Quality Financial Concepts offers a diverse range of services, including wealth management, retirement and estate planning, risk management and tax services. The firm specializes in helping clients develop strategies to create tax-efficient retirement income and assisting those who have benefited from unexpected financial windfalls. In all cases, the firm’s goal is to craft financial plans that minimize tax liabilities and meet risk objectives while taking market volatility into consideration. Licensed to offer securities and insurance products in numerous states with TN and TX as the primary states. Doug Horn, CFP®, Registered Principal. Securities offered through Crown Capital Securities L.P., Member FINRA & SIPC. Advisory and Tax services offered through Quality Financial Concepts. CCS and QFC are unaffiliated. No security transaction business or communications can take place through this site. See www.qualityfinancial.com for important disclosure information. www.finra.org www.sipc.org Branch address: 115 West Broadway Avenue, Maryville, TN 37801 (865) 984-3550
Retirement Benefits Rank
Market Competitive
FRANKLIN WEALTH MANAGEMENT, LLC
FRANKLIN WEALTH MANAGEMENT, LLC
Hixson, Tennessee
1-24 employees
To sign up for our online community and receive free resources, go to https://www.franklin-wealth.com/fwm-newsletter/ for more. Strong and enduring relationships are the most important resource within our practice. Each investor is unique and that is why we are dedicated to understanding you and your needs before we offer any investment advice. Financial planning isn’t simply about investment selections and portfolio balances. It’s about ensuring you have the means to enjoy the here and now while also preparing for your future. We believe clear channels of communication and quality service are vital ingredients in establishing a strong rapport with clients. To deliver the highest quality service we have developed a team approach to remain responsive to our clients'​ needs at all times. Providing assistance and support to our fellow associates and their clients is fundamental to sustaining a quality work environment. Doing so nurtures opportunities for unparalleled service, personal growth and job satisfaction. At Franklin Wealth Management, our mission is inspire and empower everyone to turn their dreams into reality. We are committed to providing thorough financial planning services, insightful investment advice and the highest quality customized service possible. Every member of our team looks forward to helping you achieve your goals and realize your dreams. Joe D. Franklin, CFP President and Founder Franklin Wealth Management, LLC A Registered Investment Advisor
Retirement Benefits Rank
Market Laggard
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PKLP, LLC DBA AXIOM WEALTH MANAGEMENT
PKLP, LLC DBA AXIOM WEALTH MANAGEMENT
Knoxville, Tennessee
1-24 employees
Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. Through a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $125 billion of client assets as a part of its wealth management company and investment services. We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI. We’re continuing to grow, and we believe diversity makes us stronger as we help shape the future of financial security. Help us get to know you by applying for open positions here: https://jobs.northwesternmutual.com/ Financial representatives and interns are independent contractors and not employees of Northwestern Mutual. https://www.northwesternmutual.com/social-media-guidelines
Retirement Benefits Rank
Below Market
JAMES M SCOTCHIE
JAMES M SCOTCHIE
Chattanooga, Tennessee
1-24 employees
With over 20 years of experience, MBL Financial is a financial services firm in Midtown Manhattan that strives to create a sounder future for our clients. Working with individuals and companies across all industries, MBL provides holistic financial planning advice and services to address our client’s needs at all stages of life. We cover equity & income markets, alternative & structured products, financial planning, employer sponsored retirement plans, annuities, and all insurance lines across various states.
Retirement Benefits Rank
Market Leading
KEVIN JAMES LEBLANC
KEVIN JAMES LEBLANC
Knoxville, Tennessee
1-24 employees
LeBlanc Financial Alliance is a national, comprehensive financial consulting firm headquartered in Knoxville, Tennessee. Currently serving clients in 23 states, our collaborative team specializes in enhancing the client experience while providing robust and customized financial solutions.
Retirement Benefits Rank
Top Benefits