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.
Download Your Free Guide
A Guide to Tax Planning in Turbulent Times
What You’ll Learn:
• Key tools for tax planning
• Tax-efficient investments
• Tax-wise financial planning tips
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
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 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
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
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, 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...