“Middle Class Wealth Management”

Kennedy Wealth Management is an independent Fee-Only Wealth Management firm that has offered our services to individuals and families in Knoxville, Tennessee since 2000. As independent consultants, we are committed to serving 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.

Our Mission
Helping middle class individuals and families maximize their finances
through Fee-Only Wealth Management.

Who are our clients? They are a diverse group of people from all stages of life, that:

  • Are interested in maximizing opportunities while avoiding costly mistakes.
  • Worry that they aren’t managing their finances properly because they simply don’t have the time.
  • Understand that right expertise with the right professional can be powerfully beneficial.
  • Appreciate having the support of an expert planning partner to suggest strategies and make recommendations on behalf of their unique situation and with their best interest at heart.

The Wall Street Journal article “How to Choose a Financial Planner” is a great resource for tips on the services, fees, credentials, and professional organizations attributed to the best financial planners.