Business Owner Advisory Group
page-template-default,page,page-id-15,bridge-core-2.5.2,qode-page-transition-enabled,ajax_fade,page_not_loaded,,qode_grid_1300,footer_responsive_adv,qode-content-sidebar-responsive,qode-child-theme-ver-1.0.0,qode-theme-ver-28.5,qode-theme-bridge,wpb-js-composer js-comp-ver-6.4.1,vc_responsive

Business Owner Advisory Group

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Knox Wealth Partners Business owner Advisory Group specializes in financial consulting services for business owners. With a keen eye on recognizing the unique qualities of each company, Knox Wealth Partners Business owner Advisory Group helps owners evaluate the tensions of business life. Whether you’re juggling commitments to family. employees or optimizing how your company is used for wealth creation. our specialized advisors work alongside you to assess how these daily tensions at times compete for resources as well as complement one another. Knox Wealth Partners’ Business Owner Advisory Group offers extensive experience strengthening and building local businesses in the Knoxville and surrounding areas.

We work alongside your business teams to evaluate all aspects of your financial planning:

  • Retirement Plan Design Assistance
  • Employer Plans vs Self-Directed Plans Analysis
  • Business Budgeting
  • Cash Flow Analysis
  • Debt Management Strategies
  • Succession Planning
  • Cash Management
  • Financial Strategies
  • Business Use of Insurance Analysis
  • Intra-Family and Other Business Transfer Techniques

Porter Alexander, CFP ®, AIF

Porter Alexander would be best characterized as an innovative thinker and problem solver.  With over a decade of experience in the Financial Services industry, Porter’s hallmark has been to understand each client specifically and to assess the often unintended benefit or consequence of the solutions being implemented.  He draws from his wide knowledge of business, investment, and accounting concepts to get to the root of the issues in order to design a strategy with the goal of assisting owners with growing their business, saving on taxes, keeping their employees, and positioning for a seamless retirement.  Before entering the financial strategy field, Porter grew up in his family’s construction business.  This experience gives him the understanding of the opportunities and challenges of being the next generation within a family-owned business.

Porter and his wife Shara, have two daughters, Kate and Liza.  Porter enjoys barbecuing and even designed and made his own smoker!

The LPL Financial Registered Representatives associated with this page may only discuss and/or transact securities business with residents of the following states: AL, CA, FL, GA, IL, KY, MI, MS, NC, NY, OH, TN, VA

Chuck Farmer, ChFC®, CLU®

Chuck Farmer is a veteran of the financial services industry with over 20 years of experience.  A graduate of the University of North Carolina, Chapel Hill, and Princeton Theological Seminary, Chuck specializes in delivering option-driven products and services for his business, estate, and retirement planning clients.  He enhances the company’s experience in the areas of business continuation planning, income and estate planning, and business employee relations and development.  Chuck holds the designation of Chartered Financial Consultant and Chartered Life Underwriter from the American College, Bryn Mawr, PA.

With his wife Mary Nell, Chuck has four children and six grandchildren.

The LPL Financial Registered Representatives associated with this page may only discuss and/or transact securities business with residents of the following states: FL, TN, VA