About Acumen Wealth Advisors

Acumen Wealth Advisors is committed to helping families Invest Intentionally®. Our team provides customized, active asset management integrated with financial planning. We help families achieve their financial objectives 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.

Acumen Wealth Advisors is an independent fee-based asset management firm based in downtown Chattanooga, Tennessee. Established in 2012 Acumen is a Registered Investment Adviser (RIA) and is committed to the fiduciary standard in which we always act in our clients’ best interest. We are proud of the thoughtful investment and financial planning guidance our advisors provide to help families. We encourage you to reach out to our team, so we can demonstrate our transparent client-centric experience.

Core Values

Trustworthiness

We look after families, their assets, and help plan for their legacy. Clients can sense and feel our team’s energy, passion and integrity in what we do and how we do it.

Accountability

We take responsibility and ownership for our actions. We take pride in our follow through and attention to detail. We are informative, professional, confidential, thorough, and timely.

Strategy

We gather a lot of information and are intentional, flexible, tactical and innovative. We make investments in technology and marketing and enhance the client experience.

Teamwork

We enhance the client experience with specialized, skilled and knowledgeable teams for portfolio management, financial planning, client service, and retirement. We work extremely quickly, efficiently, and pride ourselves is thoughtful responsiveness. We add unique intellectual value and always do what is in our client’s best interest.

Transparency

We tell clients what we make, why we earn it, and are open with them about who we are and help them have a better understanding of what we are doing. We encourage conversation and invite our clients to ask questions. We help educate and thoroughly explain details, so clients feel more involved and engaged in investment decisions.

Business Acumen

The word “acumen” describes depth of perception and comprehension of a subject matter.   We chose to name our firm, Acumen Wealth Advisors, because of our team’s focus to apply business acumen.  Financial leaders with business acumen have a keen understanding of finance and evaluate business situations to incorporate opportunities and mitigate risk, leading to a favorable outcome.  These experienced leaders consistently use sound judgment and insight by thoroughly knowing their clients and helping them achieve their financial objectives.

Stay Informed/Schedule a Meeting

Acumen believes in the value and power of education.  We routinely deliver relevant information to our clients, so they can make informed decisions on important financial matters.  One of Acumen’s educational tools is our newsletter, Market Insights.

We encourage you to sign up for Market Insights to stay up to date with changes in current economic conditions and learn more about our firm’s perspective and investment strategies. You can also schedule a meeting to discover ways we can help you and your family.