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 News

Congratulations, Grant, for passing all three levels of the Chartered Financial Analyst® (CFA®) program!

We are proud to announce Grant Allen has successfully passed all three levels of the Chartered Financial Analyst® (CFA®) Program!…

Acumen’s Market Insights & Commentaries

Q2 2022 Market Commentary

The first half of 2022 was difficult for financial markets. The S&P 500 was down 20.6% and the aggregate bond…

Retirement

Secure 2.0 Act

In 2019 the Setting Every Community Up for Retirement Enhancement (SECURE Act), changed tax planning and opened an easier pathway…

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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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