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(865) 226-9982 [email protected]

Fiduciary Financial Advisors

Get your financial life in order & make smart financial decisions

Latest from our blog:

Your finances ought to be easy

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

 

 
13 CFP® Professionals

 
2,000+ Clients currently served

 
1 Chartered Financial Analyst®

 

 
13 CFP® Professionals

 

 
2,000+ Clients currently served

 

 
1 Chartered Financial Analyst®

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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

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.

Personal Financial Planning…

… is far more personal than it is financial. We listen first, and plan second. It’s the only way to develop a strategy that will help accomplish what is most important to you.

Planning is fluid, not static. Our team of CFP professionals will help you design and maintain a plan that moves with you through life.

TVAMP helps you with retirement planning

Retirement Planning

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

 
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Investment Management

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

 
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Estate
Planning

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

 
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Tax Strategies

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

 
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Risk Management

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

 
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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

We remove the complexity

Become empowered with a plan