Heritage Investors Financial Planning

Our team of fee-only CERTIFIED FINANCIAL PLANNERS™ will work with you to build strategies that are a perfect fit for your long-term financial goals. Here at Heritage Investors, you will never be treated as "a number". We get to know you and your life so we can better serve you.

Heritage Investors staff

Business Planning

As business owners ourselves, we understand you... your headaches, your struggles, your feeling of pride knowing that you are not only filling a need for your customers but supporting your employees and their families. We have helped many business owners like yourself build strategies that drive growth toward maximum value for when you eventually sell the business.

Family Investment Planning

Saving for retirement and college? The financial challenges of investing for a family require special expertise and communication with your advisor. We can help you build a long-term financial plan.

Wealth Management for Retirees

The goal—retirement. If you are not yet there, it takes careful planning to build the nest egg you need for a comfortable, relaxing life during your golden years.

After you reach retirement the work is not done—for your investments. However, you will need to continue working through financial challenges. Whether it is minimizing taxes, changes in the strategy, or inflation, we strive to make sure your investments outlive you are your new priorities.

Certifications, Memberships, Awards, and Training:

Investopedia Top 100 logo
Investopedia Top 100 Most Influential Advisors Award


CEPE Certified Exit Planning Advisors
Certified Exit Planning Advisor

Forbes Finance Council
Forbes Finance Council

Certified Value Growth Advisor
Certified Value Growth Advisor

Financial Planning Association logo
Financial Planning Association

Educating Thousands Like You Through:

Heritage Investors Knoxville TN

Forbes Magazine Contributor
Forbes Feature Columnist

Kiplinger's Magazine contributor
Kiplinger's Feature Columnist

Investopia Contributor
Investopia Feature Columnist

Yahoo Finance
Seen on Yahoo Finance

Heritage Investors Knoxville TN

Heritage Investors Knoxville TN

Fox contributor
Seen on Fox News

Seen in NerdWallet

MSN Money
Seen on MSN Money

Exit Planning Institute
Seen on the Exit Planning Institute™

Heritage Investors Knoxville TN

Financial Services

The #1 priority here at Heritage Investors is helping you take care of yourself and your family. To accomplish this encompassing financial plan, we want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest, clear communication have been the cornerstone of our success for years.

Next Steps...

We would love to discuss strategies for meeting your financial goals. Visit our West Knoxville (Farragut) office, or meet by phone at your convenience.