Blue Ridge Wealth Planners

Financial Advising | Knoxville, TN


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Provider LocalSaver

about this business

Our mission is to empower retirees and pre-retirees in East Tennessee and beyond to lead fulfilling and financially confident lifestyles, and we do this by providing guidance to help you develop an overall strategy for the different aspects of your retirement. We lead and coordinate a strong team of professionals in a variety of industries who work together to help ensure you receive all the assistance you need not only in developing your retirement strategy but also in maintaining it for decades to come.

We believe it’s important to plan for everything, and that means creating a strategy that allows you to get the things you really want out of your retirement. Whether it’s more rounds of golf or more time with your grandkids, we’re here to help develop the best plan for the lifestyle YOU want.

additional information

Hours of Operation

  • monday 9:00am - 5:00pm
  • tuesday 9:00am - 5:00pm
  • wednesday 9:00am - 5:00pm
  • thursday 9:00am - 5:00pm
  • friday 9:00am - 3:00pm


  • Annuities
  • Asset Protection Strategies
  • IRA & 401(k) Rollovers
  • IRA Legacy Planning
  • Life Insurance
  • Retirement Income Strategies
  • Tax-Efficient Strategies
  • Wealth Accumulation Strategies
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Blue Ridge Wealth Planners location & information

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9725 Cogdill Road, Suite 101
Knoxville, TN 37932
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