Securities and investment advisory services offered through Geneos Wealth Management, Inc. member FINRA/SIPC.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
306 Prosperity Drive Suites 101 & 103
Knoxville, TN 37923
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.