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Heritage Investors

Anyone can call themselves a financial advisor. Only those who meet the rigorous requirements of the Certified Financial Planner Board of Standards can call themselves CERTIFIED FINANCIAL PLANNERS™

Heritage Investors is an independent Wealth Management Firm based in Knoxville, Tennessee that handles a wide array of financial planning services. We serve individuals, families, trusts, corporate pension plans, and nonprofits with their financial planning. 

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What We Do

Goal Identification
Portfolio Design
Investment Strategy
Portfolio Management

Helpful Content

Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.