Old Glory Capital

Old Glory Capital is a Financial Planner in Oak Ridge, TN. The firm provides investment management, financial planning for life transitions and milestones, and insurance services to protect assets and legacies. It serves business owners, growing families, high earners under age forty-five, and individuals planning for retirement. The business holds a rating of 5.00 based on customer reviews.

The practice operates as an independent full-service advisory firm with a fiduciary duty to act in the best interest of its clients. The team includes Founding Partner James, who has owned or partnered in several businesses and serves as a deacon at First Baptist Church of Kingston. Partner Clint is a native Tennessean who focuses on traditional family values and financial planning. Robin, who moved to Tennessee from Texas in 2022, brings leadership experience in banking, investments, and human resources, having worked with LPL Financial for over four years. The firm highlights that its team possesses more than twenty-five years of combined experience in the financial industry.

The advisors tailor portfolios and plans for specific client stages, including helping business owners manage personal finances alongside operational demands, guiding parents through education and family expenses, and assisting high-income individuals in capitalizing on their earnings before age forty-five. They also address legacy planning to ensure assets transition smoothly to future generations. James is actively involved in the local community and the investment industry, while Clint emphasizes outdoor activities and family time. Robin focuses on building client relationships to help them achieve their investment goals.

The business is recognized for its positive rating from the customers who have reviewed it, reflecting the trust placed in its fiduciary approach. The team’s combined experience allows them to navigate complex financial transitions and milestones for residents in Oak Ridge and the surrounding area.

Old Glory Capital applies its fiduciary commitment and extensive industry experience to help Oak Ridge residents secure their financial futures and legacy plans.

Old Glory Capital is located on Tulsa Rd in Oak Ridge, TN, about 0.1 miles from South Illinois Avenue and the East Fork Poplar Creek.

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