Providing You With Information to Help You Make More Informed Financial Decisions

Acumen Wealth Advisors believes in the value and power of education. We routinely deliver relevant information, so you may 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.

Real Estate

Housing Market: A Time to Pass or Time to Buy?

The pandemic has created a list of scarce items.  We continually hear about the latest…

Acumen News

Katie Earns the Accredited Investment Fiduciary® (AIF®) Designation!

We are proud to announce Katie has earned the Accredited Investment Fiduciary® (AIF®)…

Acumen’s Community Involvement

Hunter Museum’s Summer Exhibit: Power, Passion & Pose

It was a beautiful night celebrating the opening of “Power, Passion & Pose: Photographs by…

Acumen’s Community Involvement

Great Night Supporting the Chattanooga Zoo at Spirits in the Wild!

It was a fantastic night visiting with old friends and seeing the animals at Spirits in the Wild! …

Acumen News

Welcome Jill Green to Acumen!

We are happy to announce Jill Green has partnered with Acumen Wealth Advisors as a Real Estate…

Retirement Plan Sponsors

Use Plan Analytics to Evaluate Your Retirement Plan

Your retirement plan is a valuable resource for your employees and serves as a vehicle to attract…

Acumen News

Shawna McCoy Joins Acumen as Private Client Relationship Manager!

We are pleased to announce Shawna McCoy has joined the Acumen team as a Private Client…

Acumen News

Katie Sanchez Passes the Series 65 Exam!

We are proud to announce Katie Sanchez has successfully passed the Series 65 exam!  The Series…

Regulatory

Form CRS: Brokers and Investment Advisers – Which is Right For Me?

What are the different services brokers and advisers offer and which is right for me? The…

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