Heritage Investors Financial Planning

Our team of 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".

Heritage Investors staff

Investing for Business Owners

As business owners ourselves, we understand you. We know that your dreams can become a reality and we are here to help!

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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 plan.

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Retirement Planning

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.

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Certifications, Awards, and Training:

RiA Registered Investment Advisor
Registered Investment Advisor

CFP - CERTIFIED FINANCIAL PLANNER
CERTIFIED FINANCIAL PLANNERTM

FINRA® Series 7
General Securities Representative Exam

Forbes Finance Council
Forbes Finance Council

NASAA Series 66
Uniform Combined State Law Exam

CEPE Certified Exit Planning Advisors
Certified Exit Planning Advisor

Educating Thousands Like You Through:

Forbes Magazine Contributor
Forbes Feature Columnist

Kiplinger's Magazine contributor
Kiplinger's Feature Columnist

Investopia Contributor
Investopia Feature Columnist

Fox contributor
As seen on Fox News

Yahoo Finance
As seen on Yahoo Finance

nerdwallet
As seen in NerdWallet

Financial Services

Our first priority is helping you take care of yourself and your family. To accomplish this, 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 communication have been the cornerstone of our success for years.

Next Steps...

We would love to discuss strategies for meeting your financial goals in our West Knoxville (Farragut) office, or in a location, like your office, at your convenience.