Casey is amazing!! He has literally saved us financially. I cannot sing his praises enough. He…read moreadvised and walked us through a series of unexpected expenses and losses and informed us of options we were unaware of. Despite the insanity of 2020, we are now in a good position thanks to Casey, adding to our retirement accounts and have gotten our savings back to where it needs to be. I trust Casey and his team to make the best decisions for us, and perhaps best of all, Casey is extremely ethical and I fully trust him with our best interests. I also love that Casey makes himself available to his clients and establishes great relationships... I can and do reach out to Casey when I have financial questions!

From the owner: Wiser Wealth Management is an independent fee-only investment advisory firm located in Marietta,…read moreGeorgia. As a fee-only firm, we do not receive commissions or sell any financial products. We are also held to a fiduciary standard to act in the best interest of our clients. Our services include portfolio management, financial planning, investment management and small business retirement plans. We also have a select group of business partners that we coordinate with to provide our clients with estate planning, tax preparation and business legal services.

We're a IT services organization using QuickBooks and Greg has been our bookkeeper for over 3…read moreyears. During this time he has advised us on invoicing, billing and general accounting practices. We truest Greg implicitly and highly recommend his work.

Running your own General Contracting business is work, lots of work. At G6 Builders we know what…read moreour strengths are, and the last thing we wanted to stress about was our bookkeeping. The Numbers Guy team has helped us stay organized, helped us take note of larger trends, and has helped us make strategic decisions. I can tell you from experience, it's worth it! They took over our books, and in the larger scheme of things it has made our lives easier.

Don't be thrown off by the name, she helps guys too! I've worked with other financial advisors…read more(individuals and teams). Melissa and team are by far the best at what they do. For me, it is based on one factor - authentic care for each person, no matter their needs. She has been there each and every day to answer questions, and ensure that I understand her recommendations and guidance. She is able to relate her knowledge in ways to help regardless of your financial literacy. With Melissa, I do not feel like just another account in her client book. She is patient and takes the time to understand me as a person and interpret that into solid financial advice. The level of care and attention didn't stop after I signed "on the dotted line." Schedule a consultation. You won't be sorry.

Melissa George has been a wonderful resource in my planning for retirement; I feel so fortunate to…read morehave found her! I'm an elementary school teacher who lives on a budget but wants to ensure that I am able to live the life I've dreamed of in retirement. Although I have always made pretty good decisions around money and budgeting, there is just so much that I didn't know. For something as important as retirement, 'pretty good' just wasn't good enough. I didn't feel fully equipped to make the right decisions. (I have never been good with numbers, and for this once-in-a-lifetime event I had to be sure that everything was perfect.) Melissa got to know me - my thoughts about money, my needs, my wants, ... my dreams - and delivered a tailored plan that is exactly what I need! It is not only understandable and easy to follow, but it shows me what my financial picture will look like next year, in 5 years, in 10 years, and onward. As outstanding as she is as a professional, I am most impressed with her "people skills". She is warm, engaging, and radiates a true sense of caring that is difficult to fake. She delivers information in a clear and compassionate way; she will not sugarcoat any difficult issues, but she will guide you through them. How rare to find such an outstanding business professional who is also a sincerely kind person! I have already paid her the biggest compliment that I can by referring my sister to her. Melissa George is simply the best at what she does!

I have worked with Rather & Kittrell for a number of years. They have always taken good care of my…read moreaccount, given me sound advice, and eased my apprehension during the rough times in the market. I live a distance away now, but I know I can call them at any time and get the advice and reassurance I need when I have a money issue. I'm not a number! I'm a client!!

From the owner: Rather & Kittrell is a Farragut-based fiduciary financial advisory firm providing private wealth…read moremanagement, comprehensive financial planning, and corporate retirement plan services. We work with clients across Farragut, Knoxville, Tellico Village, Sequoyah Hills, Hardin Valley, Maryville, Oak Ridge, and throughout East Tennessee. We help individuals, families, and business owners simplify complex financial decisions. That includes retirement planning, investment management, tax-aware strategies, estate planning coordination, and guidance through major life transitions such as retirement, the sale of a business, divorce, or the loss of a spouse. Clients are supported by a team of CFP® professionals and experienced advisors who collaborate on each plan. As a registered investment advisor, we act as a fiduciary. Our focus is long-term. We build plans designed to adapt as life changes, not just portfolios to react to markets. For many of our clients, that means having a clear strategy for income in retirement, managing risk, and making informed decisions with confidence. We primarily work with high-income professionals, retirees, business owners, and families with $1M+ to $5M+ in assets who want to delegate financial decisions and follow a comprehensive plan. If you are looking for a financial advisor in Knoxville or Farragut who offers comprehensive planning and ongoing guidance.

I've known Beau for several years and he constantly reminds me of how much he puts my best…read moreinterests first. He helps me focus on the big picture of my life's plan including things such as family planning and not sure percentages and rates of return.

From the owner: Retirement Income Planning Health Insurance Planning…read moreEstate Planning Long-Term Care Planning

Goodwin Financial is just the type of financial advisory my wife and I were looking for. They are…read morereally smart people with the right tools to provide exceptional advice, but their corporate values is what closed the deal for us. Beth, Joanna, and the rest of the team - they really know their stuff. They work well together and made us feel very comfortable throughout the process. We work directly with Joe; he is an exceptional advisor and a highly relatable person. Tim runs a great company; we have spoken several times on diverse topics, and every time after our conversations, I am reassured that we made the right choice in Goodwin Financial Advisory.

Tim and the team are amazing. When looking for a company to help us with our financial needs we…read morewanted a place where we felt valued and was inclusive. Tim has created a great company that delivers results with strong core values and they make you feel like family.