Updated November 20, 2023
Avatar

Blue Ridge Wealth Planners

Investment Advisor Firm
Total assets under management$149M
Years in business2+

About Blue Ridge Wealth Planners

Blue Ridge Wealth Planners is a financial advisory company that aims to empower retirees and pre-retirees in East Tennessee and beyond to lead fulfilling and financially confident lifestyles. As an SEC-registered investment advisor (RIA), Blue Ridge Wealth Planners offers stellar investment advisory services to its clients.

The company emphasizes the expertise of its team, which comprises qualified financial professionals dedicated to assisting individuals and families in achieving their ideal retirement goals. Blue Ridge Wealth Planners understands the intricacies of financial planning and is committed to simplifying the process for its clients.

One of the key services provided by Blue Ridge Wealth Planners is helping clients create a comprehensive plan that covers all aspects of their wealth. Known as the "Plan for Everything," this strategy ensures individuals have a solid foundation for their financial future. With a mission centered on empowering retirees and pre-retirees, they strive to make financial planning less complex by offering personalized solutions tailored to each client's needs.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Retirement Planning
  3. Wealth Management
  4. Investment Advisory

More about Blue Ridge Wealth Planners

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
2853479

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Blue Ridge Wealth Planners.

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Blue Ridge Wealth Planners.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Are you a financial advisor?Join us

The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.

Nothing in our service involves an offer to buy or sell any security or interest. If you choose to work with a registered financial advisor that we match you with, any investment advice they provide is offered entirely by them, without input from us. All investing involves risk, including loss of principal. Working with an advisor may come with potential downsides such as payment of fees (which may reduce returns). There are no guarantees that working with an advisor will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

© 2024 FinanceHQ