Fiduciary Financial Advisors
Get your financial life in order & make smart financial decisions
Latest from our blog:
Perry Chesney, CFP® Joins TVAMP
Knoxville, TN —TVAMP, an SEC registered RIA headquartered in Knoxville, TN is...
Welcome, Josh Stidham, CFP®!
Knoxville, TN – TVAMP, a leading financial planning and investment management...
Baby Boomers: 7 Life Transitions Ahead
Most baby boomers will face seven key events in their last stage of life that...
Your finances ought to be easy
It is our goal to make your financial life simple, and help you avoid expensive financial mistakes.
Download Your Free Guide
Bringing Order to Your Investment Universe
You’ll Learn How To:
• Take inventory of what you have
• Devise a plan to consolidate
• Minimize taxes
• Optimize for withdrawals and market declines
What we do:
✓ Organize & consolidate your financial life
✓ Design a financial plan
✓ Manage your investment portfolio
✓ Plan for retirement income
✓ Coordinate your estate, insurance, & tax plans
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?
Simple
Process
Successful strategies are often the most simple. Our process begins with a short intro call.
Transparent
Pricing
Simple, fee-based pricing that won’t require a PhD to understand.
CFP®
Professionals
Education, experience, and ethics set our CFP® Professionals apart from other financial advisors.
Unbiased financial planning in all these areas:
Retirement Planning
Slow down your professional career and maintain your financial stability throughout retirement.
Investment Management
Unbiased investment advice to manage risk and help you stay on track to reach your goals.
Estate Planning
Design the legacy you want to leave for your loved ones and the causes closest to your heart.
Tax Strategies
Take advantage of tax legislation and planning strategies to keep more money in your pocket.
Insurance Planning
Explore opportunities to mitigate or transfer risk, and protect those most important to you.
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