Built on Process. Centered on People.
In a fast-changing financial environment, Proffitt Goodson provides steady, relationship-driven planning for clients who value clarity over complexity.
The firm applies a methodical, fiduciary approach to each engagement—starting with a full understanding of the client’s goals and building a tailored roadmap from there. Their process reflects national best practices while remaining deeply connected to Tennessee values.
Tailored Strategies for Every Stage
Proffitt Goodson helps clients design and manage plans related to:
Retirement income and timing
Education planning and charitable giving
Business exit preparation
Intergenerational financial coordination
By working closely with a select number of clients, the firm maintains deep relationships and continuity across life stages.
What It Means to Operate as a Fiduciary
The team at Proffitt Goodson follows a fiduciary standard, which means they are legally and ethically committed to putting client interests first. This shapes every planning decision and helps ensure advice is always aligned with long-term client priorities.
Clarity Over Complexity
Instead of overwhelming clients with products or jargon, Proffitt Goodson focuses on simplifying financial decision-making. Every step of the process is transparent, from onboarding to implementation to review.
Tennessee-Based, Statewide Service
Though headquartered in Knoxville, the firm serves clients throughout the state who value the structure, service, and discretion that Proffitt Goodson offers. Their reputation is grounded not in promotion, but in consistency and results.
For those looking for a financial planning experience built on integrity, structure, and personal understanding, Proffitt Goodson continues to be a reliable partner.
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.