Kennedy Wealth Management is an independent Fee-Only Financial Planning and Wealth Management firm that has offered our services to individuals and families in Knoxville, Tennessee since 2000. We are committed to working in the best interest of our clients and never work on commission-based sales given their inherent conflict of interests. We value the importance of knowledge, experience, and the role of the financial advisor as a fiduciary – demonstrated by our commitment in meeting and maintaining the professional standards of the Certified Financial Planners Board of Standards, Inc and our membership in the National Association of Personal Financial Advisors.
Helping individuals and families improve their finances
through Fee-Only Financial Planning and Wealth Management.
Who are our clients? They are a diverse group of people from all stages of life, that:
- Understand that the right level of professional service at the right time can be powerfully helpful, and are interested in maximizing opportunities while avoiding costly mistakes.
- Are interested in professional guidance for their finances because they don’t have the time or possibly even the interest in managing them.
- Appreciate having an expert planning partner to suggest strategies and make recommendations on behalf of their unique situation and with their best interest at heart.
- Value having a real relationship with someone that cares about their interests, their goals, their family, and that will be there for them every step of the way.