Thank you for visiting our site. We take great pride in helping you organize the demands of managing your wealth in order to allow you to devote time to your business and your family.  Here you will find an extensive library of information in the form of newsletters, calculators, and research reports as well as fast, easy access to market performance data.  Be sure to add our site to your list of "favorites" in your internet browser, as we frequently update our information and wouldn't want you to miss any developments in the area of personal finance.

As you can see, we are an independent financial firm. Our Advisors have chosen to affiliate with LPL Financial (the #1 Independent Broker/Dealer in America for the past 20 years*) to provide comprehensive, unbiased financial guidance without proprietary products or hidden agendas.  With over 75 years of combined experience, we have helped our clients navigate numerous market cycles and economic conditions. 

We hope you have found the answers you are looking for in our site. If not, just call us and ask the question you want answered, it's free and there is no obligation. We look forward to seeing how we may help you live a more prosperous life.

With the addition of an Affiliated Office we now have two Knoxville locations to better serve you!  For directions to and phone numbers for this location, please see "Affiliated Offices" in the "About Us" drop down menu.

Affiliated Office Advisors: Bill Timm and Brian Russell

*As reported by Financial Planning magazine, June 1996-2016, based on total revenue.