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Let us help you take control

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.

Strategies for Financial Independence

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.

REQUEST A NO-OBLIGATION EVALUATION MEETING

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.

Brad Fugate - TN, GA, FL, TX
Bob Fugate -TN, GA, FL, TX
John Vandergriff - TN, GA, FL, TX
Chris Gee - TN, GA