Our Mission is Simple.
Protect legacies, grow assets, and always put you first.

We are proud to have a collaborative team echoing Acumen’s core values.

We believe in the value of an educated and skilled team.  They are passionate about serving clients and feel empowered to make decisions enhancing our clients’ experience.  We are intentional in adding those bringing a different prospective and encourage them to learn more with continuing education.  Our team is our greatest asset and are motivated to make an impact in our clients’ lives.

Our Services

Acumen Wealth Advisors is committed to help families reach their financial goals through education, strategic planning, frequent communication, and leveraging the latest technology to build trust and strong client relationships. These fundamentals allow our clients to feel informed, confident, and secure.

Financial Planning

Portfolio Management

Retirement Advisory Services

Foundations and Endowments

Awards and Recognitions

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Investment News
40 Under 40

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2019 Honoree
Recognized as One
of the Fastest-Growing
Gator-Led Companies
in the World

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2020 Winner
“Small Business of the Year”
by the Chattanooga
Chamber of Commerce

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2020 Honoree
Recognized as One
of the Fastest-Growing
Gator-Led Companies
in the World

News and Insights

Acumen’s Community Involvement

We had a great day at Boulé Scholarship Golf Classic!

It was a beautiful today for a golf tournament and Acumen was proud to be a sponsor for the 6th…

Financial Planning

Checklist: As a High-Income Taxpayer, How Might President Biden’s Tax Plan Affect Me? 2021

President Biden’s administration has outlined a tax policy built upon the agenda introduced during his campaign. Biden’s tax plan focuses…

Acumen News

Happy Mother’s Day!

Today we honor and celebrate all the special women in our lives – mothers, grandmothers, mother-in-laws, sisters, aunts, friends, caregivers,…

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Our mission is to help you and your family Invest Intentionally®.
Contact us today to start your journey.

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