Our Mission is Simple.
Protect legacies, grow assets, and always put you first.

We are proud to have a collaborative team echoing Acumen’s core values.

We believe in the value of an educated and skilled team.  They are passionate about serving clients and feel empowered to make decisions enhancing our clients’ experience.  We are intentional in adding those bringing a different prospective and encourage them to learn more with continuing education.  Our team is our greatest asset and are motivated to make an impact in our clients’ lives.

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.

Financial Planning

Portfolio Management

Retirement Advisory Services

Foundations and Endowments

Awards and Recognitions

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Investment News 40 Under 40

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2019 Honoree Recognized as One of the Fastest-Growing Gator-Led Companies in the World

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2020 Winner “Small Business of the Year” by the Chattanooga Chamber of Commerce

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2020 Honoree Recognized as One of the Fastest-Growing Gator-Led Companies in the World

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Chatter Magazine 20 Under 40

News and Insights

Acumen News

Notre Dame MSBA David Barnes Joins Acumen!

We enjoyed having David Barnes intern with us during the winter of 2020-2021 and now we’re excited to announce he…

Portfolio Management

Why Are Bond Yields Dropping?

It has been a wild couple of weeks for U.S. Treasury bonds.  Because of this situation, we would like to…

Acumen News

YCAP Kids Visit the Zoo!

We had a great time hosting the YCAP kids at the Chattanooga Zoo! They got to feed the giraffes and…

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

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