Our Mission is Simple.
Protect legacies, grow assets, and always put you first.
In life, change is constant. While none of us can predict the future, we can prepare for what may lie ahead. Our goal is to be one of your most trusted advisors. We understand the wealth you have created came with great sacrifice and hard work. At Acumen Wealth Advisors, we are inspired to make an impact in our client’s lives and in our community; and we want to help you Invest Intentionally®.
Our Services
Acumen Wealth Advisors is committed to help families reach their financial goals through education, strategic planning, frequent communication, and leveraging the latest technology to build trust and strong client relationships. These fundamentals allow our clients to feel informed, confident, and secure.
News and Insights
Awards and Recognitions
Acumen team member recognized by InvestmentNews as Top 40 Under 40 in 2017
2019 Honoree Recognized as One of the Fastest-Growing Gator-Led Companies in the World
2020 Winner “Small Business of the Year” by the Chattanooga Chamber of Commerce
2020 Honoree Recognized as One of the Fastest-Growing Gator-Led Companies in the World
Acumen team member recognized by Chatter Magazine as Top 20 Under 40 in 2021

Schedule a Meeting
Our mission is to help you and your family Invest Intentionally®.
Contact us today to start your journey.