Blue Ridge Wealth Planners of Oak Ridge

Blue Ridge Wealth Planners is a financial planner in Oak Ridge, Tennessee. The firm empowers retirees and pre-retirees to lead fulfilling and financially confident lifestyles through comprehensive retirement and financial planning services. Serving East Tennessee and beyond, including the Knoxville and Chattanooga areas, the firm holds a 4.70 rating.

The firm specializes in taking the complexity out of financial planning by helping clients create a "Plan for Everything." Their professional services focus on five primary areas: investments for wealth growth, wealth management for lifelong income, legacy protection through estate and trust planning, tax strategies to manage the effects of taxes on assets, and healthcare management to address rising costs. Additional expertise includes IRA rollovers, annuities, real estate, life insurance, and Medicare supplements. Founded in 2004 by Bob Fugate, CFP®, the team is composed of qualified professionals dedicated to helping families achieve ideal retirements.

Blue Ridge Wealth Planners is located on Cogdill Rd.

The business maintains well-documented information online and features a well-optimized website that search engines can read cleanly.

Blue Ridge Wealth Planners provides essential wealth management and retirement strategies for individuals and families throughout Oak Ridge and the surrounding East Tennessee region.