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Our Services

At Blue Ridge Wealth Planners, we can help you determine a strategy appropriate for your unique situation. Read below to discover many of the opportunities available to help you plan for your financial future.

Our Financial Services

To develop a truly comprehensive financial strategy for your future, it's important for your financial professional to see a complete, 360-degree view of your financial picture. This includes looking at how your retirement assets are integrated, and how well they work with one another. Our financial strategies may incorporate the use of traditional investments, alternatives, or insurance products, and we are able to coordinate these strategies with tax professionals and attorneys in our network in order to create an efficient and effective plan.

At Blue Ridge Wealth Planners, we offer you the following services:
(Click the links below to learn more about each service)

We can also refer you to professionals who provide the following services:

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship

By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Blue Ridge Wealth Planners or Madison Avenue Securities, LLC (MAS).

Investment advisory services offered through Blue Ridge Wealth Planners, a Registered Investment Advisor. Securities offered through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. MAS and Blue Ridge Wealth Planners are not affiliated companies.

Blue Ridge Wealth Planners’ Chattanooga location at 1200 Premier Drive, Suite 270, Chattanooga, TN 37421 is an office of convenience for meeting with clients only. All business records and services are held and conducted from the main address at 9725 Cogdill Road, Suite 101, Knoxville, TN 37932.