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. 

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.

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.

Start your journey