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 have contracted with Brogan to plan and manage my retirement accounts for five years now. Their…read moreservices are second-to-none and my accounts have flourished. It has been a flawless transition.

Truly cares about developing a comprehensive plan for clients retirement needs. Truly refreshing…read moreperspective.

Awesome service very knowledgeable saved me money on taxes. Future taxes are set up so I can pay as…read morefew taxes as able

From the owner: We treat our clients like part of our family. Some services we provide are:…read more IRS Representation Tax Preparation Maximizing Your Deductions Tax Planning for Big Savings Protection for Wage Garnishments Payroll Tax Protection Bankruptcy Options that Work And More!

Very nice people that seem to care about your finances. They explain things clearly and give…read morerecommendations based on your personal needs instead of just treating every account the same. I'd recommend this group to anyone looking to safely invest.

After a concentrated effort to understand our current financial needs as well as our needs for the…read morefuture on our own, we realized we needed professional guidance. For years my wife and I have been searching for a personal financial planner. The reason it has taken so long is that we couldn't find an individual and a company that shared our same faith based values. I'm not saying we were looking for an individual who shared our same religion. We were looking for an individual who shared our family values, who also was able to communicate clearly an understanding about our particular financial situation. Derek Miser with his associates have demonstrated a keen understanding of our needs and goals. Derek's personal attention and feedback both written and through numerous phone conversations and personal visits have made all the difference. Derek is honest, knowledgeable and an all around great guy. If my parents were still living, we would have recommend Derek to them. We have referred our grown children to Derek. That should tell you the tremendous confidence we have in him and his company.

From the owner: Miser Wealth Partners is a family office financial advisory firm. Our primary focus is to first…read moreunderstand your current reality and listen to your concerns and wishes for the future of your family's wealth. We realize you may have a financial advisor or planner, a tax attorney, accountant, real estate agent, health care advocate, insurance specialist, but when was the last time all of them on a daily-basis were collaborating on your behalf? That is what Miser Wealth Partners delivers to our clients. Our staff is comprised of those with their Masters in Tax Law, CFP, MBA, CPA and JD designations. The lives of our clients are monitored on a daily basis. Their heirs are educated about our work with their benefactors, so we can create seamless wealth transitions that are optimized on behalf of our clients in accordance with their unique goals in mind.

Thierry provides unmatched service and follow up to his clients. Amazingly knowledgeable in…read moreinvestments and and provides a complete review of your finances. His well rounded, thorough, informative, high touch approach to preserving your assets is top notch. I highly recommend using Thierry for any investment or financial guidance you may have.

From the owner: Thierry V. Sommer & Associates are wealth managers that seek out clients for whom we can serve as…read moretheir trusted advisor, attending to the details of their financial life as it moves forward. We help individuals transition into retirement, improve their current retirement plan, roll over any qualified retirement plans or pensions, and or help create proper distribution plans. We have established a firm that gives diverse and comprehensive services to cater and meet the needs of a broad range of clients.