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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.
Blue Ridge Wealth Planners has been seen in the media for its 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...
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.
Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship
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 Blue Ridge Wealth Planners or Madison Avenue Securities, LLC (MAS).
Investment advisory services offered through Blue Ridge Wealth Planners, a Registered Investment Advisor. Securities offered through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. MAS and Blue Ridge Wealth Planners are not affiliated companies.
Blue Ridge Wealth Planners’ Chattanooga location at 1200 Premier Drive, Suite 270, Chattanooga, TN 37421 is an office of convenience for meeting with clients only. All business records and services are held and conducted from the main address at 9725 Cogdill Road, Suite 101, Knoxville, TN 37932.