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Heritage Investors

Anyone can call themselves a financial advisor. Only those who meet the rigorous requirements of the Certified Financial Planner Board of Standards can call themselves CERTIFIED FINANCIAL PLANNERS™

Heritage Investors is an independent Wealth Management Firm based in Knoxville, Tennessee that handles a wide array of financial planning services. We serve individuals, families, trusts, corporate pension plans, and nonprofits with their financial planning. 

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What We Do

Goal Identification
Portfolio Design
Investment Strategy
Portfolio Management

Helpful Content

16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."