Blue Ridge Wealth Planners of Knoxville

Blue Ridge Wealth Planners is a financial planner in Knoxville, TN, specializing in retirement and financial planning for retirees and pre-retirees across East Tennessee. The firm offers comprehensive services in investments, wealth management, annuities, estate planning, tax strategies, long-term care, and healthcare planning, with a focus on creating personalized "Plan for Everything" strategies. Their expertise extends to IRA rollovers, Roth IRAs, charitable giving, and legacy planning, helping clients preserve assets for families and causes. Serving clients in Knoxville, Chattanooga, and surrounding areas, the firm is rated 4.70 based on client feedback.

The firm was founded in 2004 by Bob Fugate, CFP®, a certified financial planner with a background in agriculture and finance who transitioned into financial services in 1998. Fugate has since dedicated his career to educating clients and future generations, teaching at universities and community colleges across Tennessee. The team at Blue Ridge Wealth Planners consists of qualified financial professionals committed to empowering individuals to achieve financially confident and fulfilling retirements. The firm hosts regular events, including retirement planning dinners and college classes at institutions like Pellissippi State Community College and Maryville College, to provide accessible education on financial topics.

Located on Cogdill Road in Knoxville, the firm sits about a mile from Murdock Drive and approximately 0.7 miles from Kirby Lake and the Fairways and Greens Golf Center. It is also a short drive from Dutchtown Road and Webb School of Knoxville, with Pellissippi Parkway nearby. The office is easily accessible from major regional routes.

Blue Ridge Wealth Planners maintains a strong digital presence with thorough, well-documented business information and a website that search engines read cleanly, contributing to consistent visibility and accessibility. Their online content is structured to support clear navigation and user engagement.

As a trusted financial advisor in Knoxville, Blue Ridge Wealth Planners stands out for its deep commitment to client education and long-term financial well-being, making it a cornerstone of financial planning in East Tennessee.

Services:

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