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

News and Insights

Acumen’s Market Insights & Commentaries

Q1 2021 Market Commentary

First Quarter Recap The first quarter brought political change and increased optimism that reprieve from the global pandemic is within…

Retirement

Are You Ready for an Audit?

Several events can trigger a DOL or IRS audit, such as employee complaints or self-reporting under the annual submission of…

Acumen News

Easter Greetings!

Our team at Acumen wishes you a very Happy Easter!  May this holiday help you focus on the beauty of…

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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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