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Blue Ridge Wealth Planners was founded in 2004, focused on providing comprehensive, personalized financial planning to families throughout the southeast. We believe that true financial planning should address a holistic view of your life now, your life to come, and the legacy you wish to leave.
From our roots in Knoxville, Tennessee to our locations across the southeast, we've grown to serve a larger community—but our commitment has remained to be here for our neighbors.
When Blue Ridge Wealth Planners started we primarily helped clients with investment and insurance needs for retirement. As time as progressed and our business has evolved we have developed our five-pillar approach because too many families we see have fragmented financial plans—investments here, insurance there, estate planning somewhere else. True financial security comes from an integrated strategy that acknowledges that planning for one of these areas affects other parts of your retirement.
Today, our team of experienced wealth planners work together to ensure every client receives comprehensive guidance across all five pillars: investments, income, legacy, tax strategies, and healthcare planning.
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