Eudaimonia Advisors LLC, a local investment advisory firm headquartered in Winchester, TN, is dedicated to providing exceptional financial guidance and management to its clients. With over 590 individual clients and an impressive $293,078,000 in assets under management, they have established a strong reputation in the industry. Their expertise lies in handling employer 401Ks and individual investments, representing approximately half of their assets under management. Eudaimonia Advisors LLC boasts a team with extensive experience in this area, ensuring their clients receive expert advice tailored to their unique financial goals. With six offices strategically located, Eudaimonia Advisors LLC ensures accessibility and convenience for their clients. Their team of 15 employees includes six dedicated investment advisors who deliver personalized solutions and strive to exceed client expectations. Eudaimonia Advisors LLC offers a flexible compensation structure that includes a percentage of assets under management, hourly charges, and fixed fees. This variety of options allows clients to choose the arrangement that best aligns with their needs and preferences. Furthermore, Eudaimonia Advisors LLC takes pride in its investment advisory services being entirely discretionary. This means that clients can rely on their team's expertise and decision-making capabilities to manage their assets without constant approval or involvement. The firm's success is also attributed to the dedication and longevity of key advisors such as James Fife, Anna Schoor, and Jeannan Brewer, who have been instrumental in the firm's growth and client satisfaction. Overall, Eudaimonia Advisors LLC sets itself apart through its client-centric approach, extensive industry knowledge, and commitment to helping individuals achieve their financial aspirations.

Eudaimonia Partners, LLC, a prominent local investment advisory firm headquartered in Winchester, TN, is committed to providing comprehensive financial solutions to its diverse client base. With a total of 33 skilled professionals, including 20 experienced investment advisors, the company offers expert guidance and personalized services. Eudaimonia Partners manages an impressive $784,583,000 in assets under management (AUM) for over 1,440 individual clients. Their robust compensation structure encompasses various types, such as a percentage of AUM and performance-based fees, ensuring alignment with client goals and incentivizing superior performance. Notably, Eudaimonia Partners has established a solid reputation in managing employer 401Ks and individual assets, which collectively constitute approximately half of their AUM. Their extensive experience in this area has contributed to their exceptional understanding of the unique needs and challenges faced by clients in the retirement planning space. With 16 conveniently located offices, Eudaimonia Partners maintains a strong local presence, fostering close relationships with their clients and enabling them to deliver personalized, responsive service. The firm takes pride in its team of dedicated professionals, including long-tenured advisors like Keith Spelmon, Seth Waltman, and John Goodson, who bring a wealth of experience and expertise to the table. Eudaimonia Partners, LLC strives to provide comprehensive financial planning, wealth management, and investment advisory services to help their clients achieve their financial goals and attain a state of lasting prosperity and fulfillment.

Starr-Mathews Financial, LLC is a prominent local investment advisory firm headquartered in Calhoun, GA, operating from two well-established offices. With a team of six dedicated professionals, Starr-Mathews Financial, LLC offers comprehensive investment advisory services to their valued clients. Their exceptional expertise and commitment to delivering top-notch service have enabled them to manage an impressive average of $18,900,000 in assets under management per investment advisor. The firm's compensation structure is diverse, encompassing various models such as a percentage of assets under management, hourly charges, and fixed fees. While the majority of their assets under management consist of discretionary assets, less than 30% are allocated to 401K and individual accounts. However, they possess the expertise and capabilities to efficiently manage employer funds. Starr-Mathews Financial, LLC primarily caters to high-net-worth individuals, overseeing a substantial client base of over 60 individuals who entrust them with more than $113,374,000 in assets under management. Notably, the firm prides itself on its longstanding advisors, with James Mathews, Lisa McCanless, and Jason Holland serving as pillars of expertise and stability within the organization. As a reputable investment advisory firm, Starr-Mathews Financial, LLC is committed to providing personalized financial guidance and strategies tailored to meet the unique goals and needs of each client. Their unwavering dedication to excellence has established them as a trusted partner in wealth management within the Calhoun, GA community and beyond.

Templeton & Phillips Capital Management, LLC, headquartered in Lookout Mountain, TN, is a reputable investment advisory firm operating with a dedicated team of professionals. With a single office, they are focused on providing expert financial guidance to individuals and businesses. Templeton & Phillips Capital Management, LLC boasts a team of three highly skilled employees, two of whom specialize in offering personalized investment advisory services. Drawing upon their extensive industry knowledge, Templeton & Phillips Capital Management, LLC manages an impressive average of approximately $88,860,000 in assets under management per investment advisor. This figure aligns with the industry average and showcases their competence in overseeing substantial portfolios. The firm adopts a comprehensive compensation structure that encompasses various models, including a percentage of assets under management and performance-based fees. By employing these multiple compensation approaches, Templeton & Phillips Capital Management, LLC ensures their interests are aligned with their clients, striving for optimal performance and delivering tangible results. Impressively, a significant 79% of the assets managed by Templeton & Phillips Capital Management, LLC are handled on a discretionary basis. This demonstrates the trust clients place in their expertise and their ability to make informed investment decisions on their behalf. As a testament to their success, Templeton & Phillips Capital Management, LLC proudly serves a diverse base of individual clients, exceeding zero, with a total of over $177,714,000 in assets under management. With their client-centric approach and commitment to achieving financial growth, Templeton & Phillips Capital Management, LLC continues to solidify its position as a leading investment advisory firm in the industry.

Apex Strategic Wealth, LLC is a leading investment advisory firm based out of Chattanooga, TN. With over 520 individual clients and an impressive $146,220,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The firm operates from a single office location and offers a range of services, including insurance brokering and agent assistance. Distinguishing themselves in the market, Apex Strategic Wealth has gained extensive experience in managing employer 401Ks and individual assets, comprising approximately half of their total assets under management. The firm prides itself on their discretionary management approach, ensuring that 100% of the assets they oversee are handled with expert care and strategic decision-making. Apex Strategic Wealth's compensation structure is designed to cater to the diverse needs of their clients. They offer multiple options, such as a percentage-based fee structure, hourly charges, and fixed fees, allowing clients to choose the arrangement that best aligns with their financial goals. With a team of eight dedicated employees, including six experienced investment advisors, Apex Strategic Wealth delivers personalized and comprehensive advisory services. Each investment advisor manages an average of $24,370,000 in assets, reflecting the firm's commitment to providing individualized attention and tailored strategies to their clients. Notably, Apex Strategic Wealth boasts a roster of highly tenured advisors. Key members of the firm, such as Christopher Taylor, Josiah Mcdaniel, and John Garmany, have been instrumental in the firm's success and have earned a reputation for their expertise and client satisfaction. Apex Strategic Wealth, LLC continues to thrive as a local powerhouse in the investment advisory landscape, ensuring their clients' financial well-being and helping them navigate the complexities of wealth management.

Brooks, Moore & Associates, Inc., headquartered in Chattanooga, TN, is a distinguished small investment advisory firm serving a diverse clientele. With over 70 individual clients and an impressive $268,113,000 in assets under management, they offer comprehensive financial solutions tailored to meet each client's unique needs. As a leading investment advisory firm, Brooks, Moore & Associates, Inc. prides itself on its ability to manage a wide range of portfolios, including employer funds, 401Ks, and individual accounts, representing nearly 30% of their assets under management. Remarkably, 96% of the assets they oversee are discretionary, showcasing their expertise in providing strategic investment guidance. The firm primarily caters to high net worth individuals, employing a compensation structure that includes various models such as a percentage of assets under management and fixed fees. This flexibility allows them to align their interests with those of their clients while providing personalized and exceptional service. Comprising a dedicated team of six professionals, including three investment advisors, Brooks, Moore & Associates, Inc. maintains an average of approximately $89,370,000 in assets under management per advisor. This figure is in line with the industry average, demonstrating their competence and proficiency in managing substantial portfolios. Richard Moore and Jay Brooks, two of the firm's longest tenured registered advisors, contribute their extensive experience and expertise to deliver superior investment advisory services. Their commitment to excellence has established Brooks, Moore & Associates, Inc. as a trusted partner for individuals seeking sound financial guidance and long-term success.

Evergreen Advisors, LLC, based out of Chattanooga, TN, is a small investment advisory firm that operates from a single office. With a total of 5 employees, 3 of whom provide investment advisory services, they possess a strong team dedicated to their clients' financial goals. The firm manages an average of approximately $106,900,000 in assets under management per investment advisor, which aligns with the industry average. Evergreen Advisors' compensation structure encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees. Notably, around half of their assets under management originate from employer 401Ks or individuals, showcasing their expertise in this area. Impressively, 88% of the assets they manage are discretionary, reflecting the trust placed in the firm by their clients. With over 390 individual clients, Evergreen Advisors handles a substantial portfolio of over $320,707,000 in assets under management. The firm prides itself on its experienced registered advisors, James Place and Michael O'Donnell, who have been instrumental in providing exceptional service to clients over the years. Overall, Evergreen Advisors, LLC distinguishes itself as a trusted investment advisory firm that combines industry-average assets under management with a broad range of compensation options. With a notable focus on employer 401Ks and individuals, they have amassed a diverse client base and achieved a high level of expertise in the field.

Capital Square, LLC, a local investment advisory firm headquartered in Chattanooga, TN, specializes in providing comprehensive investment solutions to its clients. With a team of 10 dedicated professionals, including 9 experienced investment advisors, Capital Square offers personalized services to meet the unique needs and goals of each individual client. With an impressive average of approximately $18,800,000 in assets under management per investment advisor, Capital Square ensures a high level of expertise and attention to detail in managing its clients' investments. The firm's compensation structure encompasses various types, including a percentage of assets under management and performance-based fees, aligning their interests with their clients' long-term success. Capital Square proudly serves a diverse clientele, catering to over 480 individual clients and overseeing assets worth more than $301,390,000. Although 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the capability to manage employer funds as well. Notably, all the assets they manage are discretionary, showcasing their clients' trust in their decision-making abilities. In addition to their investment advisory services, Capital Square also serves as an insurance broker or agent, further expanding their offerings to meet the comprehensive financial needs of their clients. With five offices spread across the region, Capital Square has established a strong local presence in Chattanooga, TN. The firm takes pride in its team of seasoned advisors, including Stacy Eaton, Notley Maddox, and Mark Massey, who have demonstrated long-standing commitment and expertise in serving their clients. Capital Square, LLC stands as a trusted partner for individuals and businesses alike, providing expert guidance and tailored solutions to help clients achieve their financial objectives and secure a prosperous future.

Innovative Advisory Partners, LLC is a highly reputable investment advisory firm based in Hixson, TN. With a team of eight dedicated professionals, including six experienced investment advisors, they provide exceptional financial guidance to a diverse clientele. The firm boasts an impressive average of approximately $2,400,000 in assets under management per investment advisor, reflecting their expertise in managing substantial portfolios. With over 230 individual clients and an impressive $170,000,000 in assets under management, Innovative Advisory Partners, LLC has built a strong foundation of trust and reliability within the industry. While their primary focus lies in serving high-net-worth individuals, they also possess the capability to effectively manage employer funds, offering comprehensive financial solutions to meet varying needs. Innovative Advisory Partners, LLC adopts a flexible compensation structure, which includes a percentage of assets under management. This model aligns their interests with their clients, ensuring a personalized approach and a commitment to achieving optimal results. With a sole office in Hixson, TN, Innovative Advisory Partners, LLC has established deep roots within the local community. Joe Franklin and Samuel Payne, two of the firm's longest-tenured registered advisors, exemplify the company's dedication to expertise and continuity. Their unwavering commitment to providing innovative investment strategies and exceptional client service sets them apart in the industry. Innovative Advisory Partners, LLC is known for its discretionary management style, ensuring clients' assets are expertly handled with full trust and confidence. As a leading local investment advisory firm, they continue to empower their clients to make informed financial decisions, navigate the complexities of the market, and achieve their long-term goals.

Acumen Wealth Advisors, LLC, a local investment advisory firm based out of Chattanooga, TN, is dedicated to providing exceptional financial services to their clients. With over 100 individual clients and more than $338,531,000 in assets under management, Acumen Wealth Advisors, LLC has established a strong reputation for their expertise in wealth management. While 401K and individual accounts account for less than 30% of their assets under management, Acumen Wealth Advisors, LLC possesses the capability to effectively manage employer funds. With 90% of their assets managed on a discretionary basis, they ensure a proactive approach to investment strategies. Catering predominantly to high net worth individuals, Acumen Wealth Advisors, LLC understands the unique financial goals and needs of their clientele. Their compensation structure includes various types, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and aligning their interests with their clients'. The firm boasts a team of 16 highly qualified employees, with 10 of them dedicated to providing investment advisory services. Each investment advisor at Acumen Wealth Advisors, LLC averages approximately $33,850,000 in assets under management, showcasing their extensive experience and ability to handle substantial portfolios. Notably, Acumen Wealth Advisors, LLC is proud to have several long-tenured advisors, including Grant Allen, Amy Stone, and Marinus Veltenaar, who bring a wealth of knowledge and expertise to their clients' financial journeys. With their comprehensive financial solutions, personalized approach, and a team of seasoned professionals, Acumen Wealth Advisors, LLC remains committed to helping their clients achieve their financial objectives with confidence and clarity.

Campbell Asset Management, LLC is a reputable investment advisory firm headquartered in Chattanooga, TN. With a single office, the company is dedicated to providing exceptional investment advisory services. Led by a team of three skilled professionals, Campbell Asset Management, LLC possesses extensive expertise in managing assets and delivering valuable financial advice. On average, each investment advisor at Campbell Asset Management, LLC oversees a substantial $30,480,000 in assets under management. Their compensation structure is diverse, incorporating various methods such as a percentage of assets under management, fixed fees, hourly charges, and performance-based fees. Notably, a significant portion of their assets under management is derived from employer 401Ks and individual clients, highlighting their strong presence and proficiency in this area. Campbell Asset Management, LLC exercises discretionary control over an impressive 99% of the assets they manage, ensuring effective decision-making aligned with client objectives. With an extensive client base of over 110 individuals, they currently manage a total of $91,449,000 in assets under their careful stewardship. The firm prides itself on its enduring relationships with clients, fostered through the expertise and dedication of their long-serving advisors. Among their highly experienced team, Ashley Heck, James Campbell, and Ernest Gross stand out as some of the longest tenured advisors at Campbell Asset Management, LLC. Their unwavering commitment to delivering exceptional investment advisory services has contributed to the firm's solid reputation and continued success in the financial industry.