Please do not put off future planning

Your retirement is in your hands. Register for an upcoming dinner seminar.

Please allow us to provide you with the information you need to develop the best plan for YOU. Fill out the information below to register for an upcoming seminar.

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Our mission is to empower retirees and pre-retirees in East Tennessee and beyond to lead fulfilling and financially confident lifestyles.

Request a free copy of our Retirement Planning Starter Kit to learn how we can help!

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Blue Ridge Wealth
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At Blue Ridge Wealth Planners, helping you meet your financial needs is our FIRST priority.

Blue Ridge Wealth Planners is an independent financial services firm helping individuals in East Tennessee and beyond create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Regularly sought after by the media

Blue Ridge Wealth Planners is regularly sought after by the media for perspective on issues that impact affluent investors. Visit our News page to see what our team has to say to USA Today, The Wall Street Journal, NBC and more...

Have Questions?

Making financial decisions without access to information can be difficult. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered by Global Financial Private Capital or GF Investment Services.

Securities offered through GF Investment Services, LLC. Member FINRA/SIPC. 501 N Cattleman Rd, Ste. 106, Sarasota, FL 34232. (941) 918.0507. Investment advisory services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.