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.

Financial Planning

Portfolio Management

Retirement Advisory Services

Foundations and Endowments

Awards and Recognitions

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InvestmentNews 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’s Market Insights & Commentaries

Q3 2021 Market Commentary

Date as of 09/30/2021 During the last 18 months, we have become accustomed to pessimistic narratives.  And, while the third…

Retirement

Participant Corner: Are You Sabotaging Your Retirement?

Saving for retirement can be intimidating, but it doesn’t have to be. Finding reasons not to contribute to your retirement…

Acumen News

Great Team Building Day!

We always enjoy the opportunity to get together for team building and professional development.  We spent a full day learning…

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

Start your journey