Blue Ridge Wealth Planners of Knoxville

Blue Ridge Wealth Planners of Knoxville is a Financial Planner in Knoxville, TN, located at 9725 Cogdill Rd STE 101. The firm serves retirees and pre-retirees in East Tennessee, including Knoxville and Chattanooga, helping them manage wealth and assets to pursue personal goals. The practice offers comprehensive retirement services, creating individualized plans that address retirement income, tax strategies, healthcare costs, and legacy planning. The team emphasizes a personalized approach, avoiding cookie-cutter solutions to help clients preserve assets and generate lifelong income. The business holds a 4.70 rating based on customer reviews. The firm was founded in 2004 by CERTIFIED FINANCIAL PLANNER® professional Bob Fugate, who began working in financial services in 1998. After encountering limitations within the captive brokerage industry, Fugate became an independent advisor to prioritize his clients' best interests. He now focuses on educating others, having taught at the University of Tennessee at Knoxville, The University of Tennessee at Chattanooga, Lee University, Northeast State Community College, and Walters State Community College. The team balances design and execution to recommend strategies and create comprehensive solutions, maintaining access to a wide range of financial investments and products. Chris Morris joined the firm in October of 2019 after graduating from university. The team works to help individuals and families achieve their ideal retirements through coordinated efforts across various fields of retirement planning. The business is known for its positive rating from the customers who have reviewed it, reflecting the satisfaction of the families it has helped throughout East Tennessee. Blue Ridge Wealth Planners of Knoxville provides personalized financial planning and education to help residents of Knoxville achieve their retirement goals.

The firm is situated on Cogdill Road, just steps from Pellissippi Parkway and about a mile from Murdock Drive. Nearby points of interest include Kirby Lake and the Fairways and Greens Golf Center, both located roughly 0.7 miles away.

BizScoreAI awarded Blue Ridge Wealth Planners of Knoxville a Content Quality score of 100 out of 100. This excellent rating reflects that the website clearly describes its services and answers customer questions, allowing AI assistants to quote the content directly. The business received a Technical score of 90 out of 100.

Services:

• Client Education and Resources
• Comprehensive Financial Planning
• Investment Management
• Retirement Planning
• Social Security Strategy Consulting