Trusted Knoxville Advisors for Personalized Financial Planning

Written By ProffittGoodson

Navigating the world of investments requires guidance that is both knowledgeable and personalized. In Knoxville, TN, individuals and families searching for a boutique money manager in Knoxville or a best investment planner in Knoxville often want advisors who understand their unique financial goals and the local economic landscape. Proffitt & Goodson offers this combination of experience and personal attention through a fiduciary-driven approach focused on comprehensive investment planning.

Being among the boutique money managers in Knoxville means going beyond typical portfolio management. Proffitt & Goodson’s team works closely with clients to develop tailored strategies that consider each person’s risk tolerance, time horizon, and broader financial objectives. Their commitment to acting in clients’ best interests creates a foundation of trust and transparency.

Clients seeking the money manager in Knoxville benefit from Proffitt & Goodson’s emphasis on clear communication and education. Understanding investment options and planning complexities is key to making informed decisions. Their advisors take the time to explain strategies and implications without making promises or projecting outcomes.

As an investment planner in Knoxville, Proffitt & Goodson coordinates investment management with other critical aspects of financial planning. Whether it’s retirement readiness, tax considerations, or legacy goals, their integrated approach helps clients build comprehensive, aligned plans.

The firm’s local knowledge also plays a crucial role. Being based in Knoxville means Proffitt & Goodson understands the specific opportunities and challenges in the area’s economic environment. This insight supports more tailored investment guidance for those seeking the money manager in Knoxville.

Clients looking for a money manager in Knoxville or the investment planner in Knoxville can expect Proffitt & Goodson to provide objective advice grounded in fiduciary duty. Their recommendations are designed to align with your personal values and financial priorities.

For those exploring investment planning in Knoxville, the firm offers ongoing monitoring and plan adjustments, recognizing that financial situations and markets evolve over time. This adaptability is critical in maintaining alignment with long-term goals.

Proffitt & Goodson’s reputation as a boutique money manager in Knoxville is built on its personalized, transparent approach. Clients are encouraged to ask questions and participate actively in the planning process, ensuring their strategies feel right for their individual situations.

Seeking an investment planner in Knoxville involves more than just finding someone to manage assets; it requires a partner who views your finances holistically. Proffitt & Goodson integrates investment management with overall financial planning, working alongside your legal and tax advisors to ensure a coordinated approach.

Those interested in a boutique money manager in Knoxville will find Proffitt & Goodson’s fiduciary focus reassuring. Every recommendation is made without conflict of interest, prioritizing your well-being above all else.

In summary, Knoxville residents seeking investment management or planning services can look to Proffitt & Goodson for a combination of professional experience, local insight, and a warm, approachable style. Their commitment to fiduciary responsibility, client education, and comprehensive planning positions them as a trusted partner for managing and growing wealth thoughtfully and responsibly.

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Market Highs and Long-Term Discipline
Market Highs and Long-Term Discipline

All-time highs for stock markets are cause for celebration. We tally up our gains and pat ourselves on the back. But concurrently, a bit of apprehension follows. We know stock markets rise and fall, so it’s natural to wonder whether this is the turning point.

The Great Gold Debate: Store of Value or Speculative Spark?
The Great Gold Debate: Store of Value or Speculative Spark?

As global markets climb to new highs, gold’s rally—surging more than 60% this year to above $4,300 per ounce—has caught the attention of investors worldwide. For many, it raises a familiar question: is this time different?

How Some Brokerage Models Still Fail Investors in 2025
How Some Brokerage Models Still Fail Investors in 2025

Even in 2025, many investors are still unknowingly trapped in outdated brokerage models, paying high fees for complexity that serves no real purpose. Recently, we welcomed a new client who had worked with a well-known national brokerage firm.

A Season for Reflection: Family Conversations About Wealth and Purpose
A Season for Reflection: Family Conversations About Wealth and Purpose

The holidays bring family together and often create quiet moments for conversations that do not happen during the rest of the year. Between catching up and celebrating, it can also be the ideal time to talk about what really matters: your family’s financial future.

It’s the End of the Year as We Know It!
It’s the End of the Year as We Know It!

It’s hard to believe we are just twelve weeks from 2026. While the year is coming to a close, there is still plenty of time to ensure your finances end the year on a positive note. Consider several end-of-year planning opportunities if you want to minimize your tax bill, maximize your savings, and boost your financial health as we head into the new year.

Navigating the Market’s Crosscurrents
Navigating the Market’s Crosscurrents

Market swings are an unavoidable part of investing — and this year has reminded us of that in full color. From tariff-related sell-offs to powerful rebounds, the ride has been anything but smooth. Yet these fluctuations are what make long-term investing work. Declines can open the door to better opportunities, while recoveries reward patience and discipline.

Financial Foundations for the Next Generation
Financial Foundations for the Next Generation

Planning for a child’s financial future can seem daunting, given the vast array of savings and investment options. Each account type offers distinct features, tax incentives, and eligibility requirements, making some better aligned with specific objectives.

Smart Money or Dumb Money?
Smart Money or Dumb Money?

Are some of the supposedly best managed, most informed investment funds really smart investors?  Last month, we discussed so-called alternative investments and their challenges for most investors.

The Risk of Losing Central Bank Credibility — and How Portfolios Can Prepare
The Risk of Losing Central Bank Credibility — and How Portfolios Can Prepare

Over the past month, the White House has stepped up pressure on the Federal Reserve, seeking to influence monetary policy decisions. Traditionally, interest rate policy has been left solely to the Fed’s Federal Open Market Committee — a group of seven Senate-confirmed governors and a rotating set of eleven regional Fed bank presidents.

Should Alternative Investments Be Part of Your Portfolio?
Should Alternative Investments Be Part of Your Portfolio?

Private equity, hedge funds, and private credit are increasingly marketed to individual investors, promising diversification, lower risk, and higher returns. But high fees, illiquidity, and opaque structures can mask significant risks—especially agency conflicts between managers and investors.

Wall of Worry?
Wall of Worry?

In July 2025, U.S. stocks hit ten new all-time highs, fueled by strong corporate earnings, steady GDP growth, and new trade agreements. Technology and industrials led gains, while inflation eased to 2.6% and the Fed held rates steady. Policy shifts—including higher tariffs, the GENIUS Act, and extended tax cuts—add both opportunity and uncertainty.

Breaking Down the One Big Beautiful Bill Act
Breaking Down the One Big Beautiful Bill Act

Signed July 4, 2025, the One Big Beautiful Bill Act (OBBBA) extends key TCJA provisions, locks in lower tax brackets, raises the standard deduction, adds new deductions, and launches a savings program for education and first homes—reshaping tax planning for years to come.

Protecting Your Wealth: The Latest Online Scams and How to Avoid Them
Protecting Your Wealth: The Latest Online Scams and How to Avoid Them

As fiduciary advisors in Knoxville, we know financial security means guarding against online fraud. From smishing scams to the IRS’s 2025 “Dirty Dozen,” cybercrime is on the rise. Learn to spot red flags, protect your accounts, and avoid scams affecting Tennessee investors, retirees, and professionals.

Navigating 2025: Finding Clarity in the Uncertainty
Navigating 2025: Finding Clarity in the Uncertainty

For those who follow markets and macroeconomics closely, the first half of 2025 has been nothing short of dramatic. For everyone else, it’s likely felt exhausting. Trade disputes, market volatility, an escalating conflict in the Middle East, and rising national debt have made financial headlines feel like a never-ending stream of bad news.

Stocks Rise, Yields Roar
Stocks Rise, Yields Roar

Since bottoming on April 8th amid tariff-induced uncertainty, the stock market has mounted a robust rally, fueled by renewed investor confidence and resilient corporate earnings. In contrast, the bond market has remained volatile, burdened by concerns over U.S. fiscal sustainability and uncertain monetary policy.

The One Big, Beautiful Bill
The One Big, Beautiful Bill

On May 22, the House of Representatives passed a major tax bill called “The One Big, Beautiful Bill.” The goal is to extend and expand specific provisions of the Tax Cuts and Jobs Act (TCJA), which are set to expire at the end of the year. The bill provides a clearer view of potential tax changes.

This Isn’t New: Understanding the Market Correction
This Isn’t New: Understanding the Market Correction

After a strong start to the year, markets took a step back in February and March. Global stocks returned -1.3% for the quarter, while the S&P 500—led by a pullback in tech—fell 4.3%. From its recent peak, the S&P 500 declined over 10%, entering correction territory.

Understanding Digital Currencies: Should You Byte on Bitcoin?
Understanding Digital Currencies: Should You Byte on Bitcoin?

Digital currencies, also known as cryptocurrencies or virtual currencies, have gained significant attention in the financial world due to their decentralized nature and technological advancements.

Tax Planning for the 11th Hour
Tax Planning for the 11th Hour

If you are just now thinking about ways to reduce your 2024 tax bill, you’re not alone. Many taxpayers wait until they experience the sticker shock of their impending tax bill to take action.

Money Moves…But Will It Carry Your Mission Forward?
Money Moves…But Will It Carry Your Mission Forward?

At Proffitt & Goodson, we believe that financial management is about more than just numbers. It’s about purpose. For our institutional and nonprofit clients, this means aligning financial strategies with their mission to create lasting impact. 


We’re all in on your money mission.

Beneficial Ownership Information Reporting is Back (Again)
Beneficial Ownership Information Reporting is Back (Again)

The Financial Crimes Enforcement Network (FinCEN) has reinstated the Beneficial Ownership Information (BOI) reporting requirement under the Corporate Transparency Act (CTA), following a recent federal court decision that lifted a previous injunction. As a result, many companies must now file their BOI report by March 21, 2025.

Investing Amid Uncertainty
Investing Amid Uncertainty

With the prospect of renewed tariffs under the Trump administration, many investors are understandably concerned about how trade policies could impact their portfolios. Markets dislike uncertainty, and history has shown that tariffs can cause short-term volatility—but as the S&P 500’s long-term trajectory reminds us, investors who stay the course are often rewarded.

The State of Bonds: Why Rising Yields Matter for Investors
The State of Bonds: Why Rising Yields Matter for Investors

Interest rates remain volatile as investors react to economic conditions and Federal Reserve policies. With high beginning yields, bonds provide both income and portfolio stability, making them a key component of a well-diversified investment strategy.

Mean Reversion?
Mean Reversion?

Market leadership is cyclical, and with U.S. stocks, particularly large tech companies, trading at high valuations, international markets offer another level of diversification at attractive valuations. International stocks offer economic and geographical diversification, helping investors navigate market cycles and avoid overexposure to any single country, sector, or company.

Beyond the Boom: What to Expect in the Year Ahead
Beyond the Boom: What to Expect in the Year Ahead

After two years of double-digit stock market gains, investors should temper expectations due to elevated optimism and enthusiasm for stocks. Overconcentration in high performing "Magnificent 7" stocks poses risks, and diversification through broader U.S. market exposure …

7 Overlooked Risks in Trust and Estate Plans That Could Cost You Millions
7 Overlooked Risks in Trust and Estate Plans That Could Cost You Millions

At Proffitt & Goodson, we help high-net-worth individuals and families proactively address the risks that can undermine even the best estate plans. Our team will review your current plan and ensure that it’s up to date, protecting your wealth and your loved ones.

Yielding to Opportunity: The Case for Bonds Now
Yielding to Opportunity: The Case for Bonds Now

For high-quality bonds, starting yields are strongly correlated to subsequent returns. The Bloomberg U.S. Aggregate Index currently yields 4.6%, much higher than the recent past. 

Another Stellar Year
Another Stellar Year

As the end of the year approaches, financial markets have once again demonstrated a resilience and consistent capacity for exceptional performance. With strong global stock market gains…

The Election Is Over. Now What?
The Election Is Over. Now What?

The recent presidential election has once again put the financial markets into a whirlwind, influencing everything from stock prices to bond yields and currency valuations. As investors and analysts try to gauge the full…

Planning for the End of the Year
Planning for the End of the Year

It’s hard to believe we are just six short weeks from 2025. While the year is coming to a close, there is still plenty of time to ensure your finances end the year on a positive note. Consider several end-of-year planning…

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