It’s never too late to take the first step or get a second opinion. If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal.
Phone: (865) 392-4260
Fax: (865) 297-5203
9725 Cogdill Road
Knoxville, TN 37932
It is important to feel you have control over your future. At Blue Ridge Wealth Planners, we offer our experience and knowledge to help you design your own strategy for financial independence.
We want to help. Please contact us by filling out the form below or by calling us at (865) 392-4260 to schedule your no-obligation evaluation meeting where we will answer your questions. If you can invest one hour, we can place you on the path toward the future YOU want.
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.