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.

Terrific option if you need/want a personal financial advisor manager. I think the EJ model has an…read moreextremely high fee structure which didn't work for me but may not be an issue for some

Great guys to work with! I trust them with all my financial investment planning needs.read more

From the owner: You will never be treated as "number" at WealthSource Your financial success is our first priority…read more As Fiduciaries, we will never sell you services or products you do not absolutely need. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of success for years.

Joe has done our taxes for two years now. He is extremely prompt and always pleasant. He uses a…read moretight interface system which makes transferring docs and communicating easy. We'd highly recommend him.

Trusted, Responsive, and Highly Efficient!!…read more I had an outstanding experience working with Joe Bedford at Your Back Office Tax & Advisory. From the start, Joe was incredibly responsive to my initial inquiry and got everything moving quickly. My tax situation wasn't simple -- it included multi-state income, a pension, W-2 income, and investment income -- and Joe handled it seamlessly. He completed everything accurately and efficiently, and made the entire process feel straightforward. What really stood out was how clearly he explained key decisions and next steps, which gave me a lot of confidence throughout. He's organized, professional, and easy to work with. If you're looking for a knowledgeable and reliable tax professional who delivers both speed and precision, I highly recommend Joe and Your Back Office Tax & Advisory.