Our mission is to provide high-net-worth clients with holistic financial advice customized to achieve their desired long-term goals. We pride ourselves on walking hand in hand with our clients, working together as a team to navigate through all phases of life. We are committed to providing a transparent process that builds trust, includes absolute objectivity, and puts the needs of our clients first and foremost.
We deliver a boutique, customized client experience while using the vast resources and depth of Wells Fargo Advisors, a leading financial services firm. As a result, our practice limits the number of clients we serve in an effort to provide the highest level of service critical to achieving a successful goals-based planning solution.
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| The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid to use this logo. |
In forming our practice, our team came together to decide on our firm’s name. We wanted our name to impart our commitment that our clients are more than clients and friends – they’re our family, and we’re their financial caretakers. We want our clients to feel comforted by us as we work with them to succeed at meeting their financial goals.
When we think of “Heartland,” we think of home – East Tennessee, family, culture, and core values. While we have a great number of clients that are out of state, we want clients that do business with us to understand that we strive to be an approachable team of trustworthy “financial advisors next door” that they could call at any moment to help with their needs.