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    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Events

February 19, 2025

Free Workshop: Strategies to Help You Save Taxes & Get More Out of Your IRA

Tellico Village Library
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Office

306 Prosperity Drive Suites 101 & 103
Knoxville, TN 37923

Contact Info

P | 865-690-0049
P | 865-523-9009
F | 865-690-0048
E | info@ppwmtn.com

     

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Securities and investment advisory services offered through Geneos Wealth Management, Inc. member FINRA/SIPC.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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