Financial Advisors in Greeneville, Tennessee (Greene County)

Derek Kennedy, CFP
Kennedy Wealth Management offers a broad range of expertise and customized services including financial planning, investment management, and wealth management. Our clients cross the entire spectrum from Retirees/Near-Retirees seeking a solid game plan for retirement, to young families who are just starting to organize their finances with an eye to the future. We do not have any required minimums for financial planning services.Boomers appreciate working with a firm that provides the detailed analysis and advice that they need, alongside the relaxed and collaborative relationship that they want - a relationship that is based on a Fiduciary and Fee-Only service structure that eliminates the tension that exists with advisors that sell investment or insurance products. Gen X and Y appreciate that we are one of a very limited number of experienced firms that actively seek working with clients in their age group.... See More

Chris Brown, CFP
Patriot's fee-only financial advisors do not sell any products nor earn any commissions; their only source of income is from client advisory fees. Serving in this capacity, our advisors are legally bound to place clients' interests first, and as such are true fiduciaries. We strongly believe that this approach enables us to maintain the highest standards of objectivity. By removing any conflict of interest, we can provide unbiased and independent advice. As a result, clients have the confidence that their Patriot advisor works only for them... See More

Kevin Gormley, CFP, CPA, MAcc
` ` Our Mission
Help clients and businesses build and protect wealth in order to achieve their dreams and goals. Additionally, bring financial peace of mind and prosperity to clients with competent, professional leadership and education.
Develop a written financial plan
Written plans help you accomplish your lifestyle goals and objectives. Independent studies repeatedly show that people who take the time to develop a written financial plan WILL do better. Furthermore, you will enjoy greater peace of mind knowing that you and your family are on the right path to accomplishing your financial goals. Investment Management
We utilize a process-driven investment approach along with an in-depth understanding of asset allocation, diversification and behavioral finance to maximize your investment returns. ... See More

John Smartt, CPA
Financial Counseling & Administration is a fully qualified CPA firm which specializes in investment counseling and investment management. Clients trust that we will be available to answer their questions with their best financial interests in mind. Mr. Smartt has over 40 years of investment experience. You are invited to visit the website where you will find free articles and newsletters, more information, and new client downloads.... See More