A Clear, Disciplined Approach to Financial Planning
Choosing a financial advisor is one of the most important decisions for any family or business owner. At Proffitt Goodson, clients receive a disciplined, fiduciary planning experience designed to reflect their real-world needs, goals, and priorities.
Headquartered in Knoxville and serving clients across Tennessee, the firm is built around long-term relationships and steady, transparent guidance. Their services include retirement planning, investment strategy, business succession, and wealth transfer conversations—all delivered through a structured, repeatable process.
Putting Clients First
Proffitt Goodson operates under a fiduciary standard, placing client interests at the center of each decision. The team works closely with individuals and families to design comprehensive financial strategies rooted in trust, transparency, and alignment.
Deep Tennessee Roots
With offices in Knoxville, the firm is grounded in the values and needs of the East Tennessee community. That local insight informs their ability to tailor planning strategies that are both highly personalized and applicable to complex financial lives.
Planning That Reflects Your Life
Clients turn to Proffitt Goodson for guidance through major transitions: preparing for retirement, funding education, managing a business exit, or planning an inheritance. Each plan is customized—never off-the-shelf—built to reflect the full picture of a client’s financial life.
Transparent and Ongoing Communication
From day one, clients receive clear information about process, pricing, and next steps. Regular reviews and planning checkpoints ensure that each strategy evolves as life circumstances change.
Proffitt Goodson works with a focused group of clients, often across generations, and many relationships span decades. That depth of service is what sets them apart.
Why Families and Business Owners Choose Proffitt Goodson
Planning conversations start with your goals, not products
Fiduciary guidance across retirement, investment, and legacy needs
Structured, repeatable process customized to each household
Consistent, documented communication and plan review
A Tennessee-based team with strong community ties
For individuals seeking thoughtful, experienced financial planning rooted in structure and care, Proffitt Goodson offers a clear path forward.
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.