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

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Retirement and Financial Planning East Tennessee: Comprehensive retirement services for families in Knoxville, Chattanooga and beyond

 

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

Grow
manage
give
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At Blue Ridge Wealth Planners, we know how to take the complexity out of financial planning. We will help you create a Plan for Everything that covers all the bases in your wealth world.

plan-for-everything

At Blue Ridge Wealth Planners, we know how to take the complexity out of financial planning. We will help you create a Plan for Everything that covers all the bases in your financial world.

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2024 Retirement Planning Bundle

Our latest resource to help guide you in preserving your investments so you can prepare for the future with confidence.

In this FREE bundle, you’ll receive:

Retirement Income Planning Booklet: Taking into account your lifestyle and goals, identify which expenses are essential to differentiate them from those that are discretionary.

Checklist ChallengeWouldn’t it be nice to retire with confidence? It is possible. This checklist is a great first step to measure your retirement readiness.

Social Security Decisions: It’s important to know how integrating Social Security benefits into your retirement income plan can play a role in your overall financial strategy.

Will A Recession Rob Your Retirement?This guide will look at four areas to address to help ensure you can weather a drop in the market.

Are You Paying Too Much in Taxes in Retirement?Learn strategies and answers to key questions about taxes in retirement.

Will Your Money Last as Long as You Do?: Read on for a basic understanding of the financial challenges you may face down the road.

Upcoming Events

Get answers to your questions about retirement income, tax strategies, and much more at one of our live events.

July 23
College Class: Roth IRA – Another Tax Break For Americans at Roane State (Oak Ridge Campus)
6:30 pm | Roane State – Oak Ridge Campus | Oak Ridge, TN
August 20
College Class: Retirement Planning Today at Tusculum University in Greeneville
6:00 pm | Tusculum University | Greeneville, TN
August 15
Retirement Planning Dinner Event at Fleming’s Knoxville
6:30 pm | Fleming’s | Knoxville, TN

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Get tips on how to optimize your retirement and strategies that can help preserve your assets.

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John Vandergriff

owner / wealth planner

Get to Know
Our Team

Our mission is to help pre-retirees and retirees in Knoxville, Chattanooga and beyond enjoy the fulfilling and financially confident lifestyle they deserve.

Meet Our Team

Our team balances design and execution, empowering us to recommend individualized strategies and create comprehensive solutions.
» Meet Our Team

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Services We Offer

We maintain access to as many financial investments and products as possible so that we have every tool available to create your plan.
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