24 Jul Knox Wealth Partners Growth Signaled by Newly Formed RIA
Knoxville, TN Knox Wealth Partners announces partnership expansion and newly formed RIA to enhance and streamline offerings to the community. KWP’s season of growth and change is marked by expanded partnership services now available nationwide and in the U.K. as well as enhanced planning benefits as the firm becomes a Registered Investment Advisor (RIA) directly registered with the Securities and Exchange Commission.
“This year has brought many changes to our business including the addition of 3 new partners. We are excited to see how this momentum will help us continue to raise the bar in how we serve our clients,” said Porter Alexander CFP, AIF, CEPA. “Introduction of the Department of Labor Fiduciary Rule started a process of unknown changes in our industry. Establishing our own RIA gives us better economies of scale and more flexibility to continue to deliver the same level of services to our clients at a competitive price.”
Our focus on independent financial services remains an important cornerstone of our business. “Being independent allows us to do exactly what the client needs and we do not have a bank or big broker dealer steering us toward specific investments,” says William Timm.
The newly formed RIA will allow the firm to streamline service offerings to assist their clients’ with their needs. “Our clients come from all walks of life and are in different stages in life and everyone doesn’t fit in a nice little box, we value our clients and our personalized financial planning is what we believe sets us apart from the competition,” says Charles Farmer.
KWP will continue to work with LPL Financial, utilizing their experienced back office for custodial services and broker dealer operations.
Rooted in over 75 years of combined experience of serving clients in Financial Services, Knox Wealth Partners is anchored by in-depth knowledge, transparent guidance, and compassionate service to select families and business owners. The growth of our company directly reflects the thriving partnerships between our clients’ and advisors. With service you can trust KWP seeks to surpass standard practices, we go above and beyond to keep a pulse on your individual business and portfolio need as well as a commitment to prepare for what’s on the horizon. Our specialized advisors explore drivers that are most important to you and build customized financial solutions that connect the dots in the pursuit of success.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Knox Wealth Partners Advisory, a registered investment advisor. Knox Wealth Partners Advisory and Knox Wealth Partners are separate entities from LPL Financial.