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(865) 226-9982 [email protected]

Knoxville Based Fiduciary Financial Advisors

Get your financial life in order & make smart financial decisions

Your finances ought to be easy

It is our goal to make your financial life simple, and help you avoid expensive financial mistakes.

 

 
10 CFP® Professionals

 
2,000+ Clients currently served

 
1 Chartered Financial Analyst®

 

 
10 CFP® Professionals

 

 
2,000+ Clients currently served

 

 
1 Chartered Financial Analyst®
Sequence of Returns: The Hidden Retirement Risk

Download Your Free Guide

3-Part Estate Planning Series

What You’ll Learn:
• The importance of a POA
• Advantages to your family and loved ones
• Which legal documents you will need
• How to complete your estate plan, step-by-step

What we do:

✓ Manage your investment portfolio

✓ Plan for retirement income

✓ Design a financial plan

✓ Coordinate your estate, insurance, & tax plans

✓ Organize & consolidate your financial life

Financial Advisors
Knoxville based financial advisors

Ready to talk?

Schedule your 15-minute intro call

Briefly explain your financial situation
Discover if TVAMP is a good fit
Learn about our client experience

Why TVAMP?

TVAMP uses a simple process

Simple
Process

Successful strategies are often the most simple. Our process begins with a short intro call.

Transparent Pricing

Transparent
Pricing

Simple, fee-based pricing that won’t require a PhD to understand.

TVAMP has 7 CFP® Professionals

CFP®
Professionals

Education, experience, and ethics set our CFP® Professionals apart from other financial advisors.

Unbiased financial advice in all these areas:

Retirement Planning

Slow down your professional career and maintain your financial stability throughout retirement.

Tax Strategies

Take advantage of tax legislation and planning strategies to keep more money in your pocket.

Investment Management

Unbiased investment advice to manage risk and help you stay on track to reach your goals.

Insurance Planning

Explore opportunities to mitigate or transfer risk, and protect those most important to you.

Estate Planning

Design the legacy you want to leave for your loved ones and the causes closest to your heart.

Foundation Planning

Master the basics and lay the groundwork for long term financial success.

We meet you where you are in your financial journey.


Financial plans rooted in purpose help you fully invest in what matters. That’s Living Invested.

Jeff Sweat, CFP®

Senior Partner | Wealth Advisor

From our blog:

Baby Boomers: 7 Life Transitions Ahead

Baby Boomers: 7 Life Transitions Ahead

Most baby boomers will face seven key events in their last stage of life that will color their finances and investments. Prepare for these events by thinking about them now. It can be dangerous to generalize about the baby boom generation, but there are seven key...

2024 First Quarter Wrap Up

2024 First Quarter Wrap Up

Until recently, much of our investment advice has emphasized the importance of maintaining your investment strategy, even when it’s tempting to jump out during market declines.   Year to date, tables have been turning. Not only have many broad markets delivered...

Burt Peake is O-Fish-Ally Retiring

Burt Peake is O-Fish-Ally Retiring

Burt Peake, Jr., Wealth Advisor at TVAMP, has announced he will retire on April 15, 2024.   Burt joined TVAMP in 2016 after spending most of his career with a national bank. Throughout Burt’s 37 years as an advisor, he says he feels “blessed to have worked with...

We remove the complexity

Become empowered with a plan