Our Mission is Simple.
Protect legacies, grow assets, and always put you first.
You have spent your life building your career, building your wealth, and building your legacy. We are here to help you enjoy your achievements for generations to come. Our goal at Acumen Wealth Advisors is to become your most trusted, long-standing advisor.
At Acumen, our motto is Invest Intentionally. Our clients’ time—your time—is priceless. You should be filling your time with experiences that bring you joy such as traveling with family, dining with friends, and watching your grandchildren grow. We would like to help you invest intentionally® so you can spend your valuable time doing what matters most to you.
When you become a client with Acumen, we collaborate with you to effortlessly structure and maintain a financial plan which will evolve with you over time. We have a deeply personal commitment to our clients and will strive to earn your trust to be stewards of your legacy.
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
Luke Johnson Earns Stophel Distinguished Student Award
Huge congratulations to our intern, Luke Johnson, for being recognized by Chambliss with the…
Katie named Rotaract Communications Co-Chair
Our social responsibility commitment begins with our team and Katie embodies our shared commitment…
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.