Financial Planning with Clarity and Trust in Knoxville
A Different Model for Financial Advice
In a world of rapid growth and digital automation, Proffitt Goodson takes a different path: prioritizing depth over scale. By working with a focused number of households, the firm delivers high-touch, highly coordinated financial planning.
Methodical, Relationship-Centered Planning
Clients receive a consistent experience built around:
A clear process from onboarding through ongoing review
Fiduciary alignment at every stage
Personalization without templates or shortcuts
Who They Serve
Proffitt Goodson works with:
Multi-generational families planning wealth transitions
Retirees balancing income needs with long-term goals
Business owners preparing for succession or liquidity events
Planning Designed to Endure
Every financial plan is created with structure and foresight. From documentation to strategy execution, clients benefit from clarity, pacing, and an advisor who walks alongside them at every step.
Not Just Advisors—Partners in Planning
With roots in Knoxville and relationships across the state, Proffitt Goodson remains a steady resource for Tennesseans seeking meaningful, lasting financial partnerships.
DISCLOSURES: The information provided in this letter is for general informational purposes only and should not be considered an individualized recommendation of any particular security, strategy, or investment product, and should not be construed as investment, legal, or tax advice. Proffitt & Goodson, Inc. makes no warranties with regard to the information or results obtained by third parties and its use and disclaims any liability arising out of, or reliance on the information. The information is subject to change and, although based on information that Proffitt & Goodson, Inc. considers reliable, it is not guaranteed as to accuracy or completeness. Source information is obtained from independent financial data suppliers (Interactive Data Corporation, Morningstar, etc.). The Market Categories illustrated in this Financial Market Summary are indexes of specific equity, fixed income, or other categories. An index reflects the underlying securities in a particular selection of securities picked due to a particular type of investment. These indexes account for the reinvestment of dividends and other income but do not account for any transaction, custody, tax, or management fees encountered in real life. To that extent, these index numbers are artificial and cannot be duplicated in real life due to the necessity of paying those transaction, custody, tax, and management fees. Industry and specific sector returns (technology, utilities, etc.) do not account for the reinvestment of dividends or other income. Future events will cause these historical rates of return to be different in the future with the potential for loss as well as profit. Specific indexes may change their definition of particular security types included over time. These indexes reflect investments for a limited period of time and do not reflect performance in different economic or market cycles and are not intended to reflect the actual outcomes of any client of Proffitt & Goodson, Inc. Past performance does not guarantee future results.