Find Top Financial Advisors in Greeneville, Tennessee

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Greeneville, Tennessee. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Greeneville

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Greeneville, Tennessee
Financial Advisor Office Location Phone Number
Steven Dick
Sapiat Asset Management
705 Professional Plaza Drive,
Greeneville, TN  37745
(423) 636-1800

Information on Qualified Financial Advisors in Greeneville

Qualifications CRD# 4717606
FirmCRD# 282647
Series 63

Compensation/Fee Fee Only, Based on Assets, Flat Fee, Hourly

Office Location 705 Professional Plaza Drive,
Suite 2,
Phone Number (423) 6361800

Steve has been in financial services since 1999 and since 2003 has worked exclusively with Individuals & Families, their Businesses, and the Trusts that benefit them. His professional work is varied, but always revolves around the financial success of his customers; your goals are his goals. As a Certified Financial Planner Steve is an objective & disciplined advisor who can be trusted to always place customers first. He spends time getting to know customers before a financial plan is ever created and then dedicates himself to helping them successfully achieve their goals. He is an expert at lifes financial events, daily managing important financial events that most people will only face 1-2 times in their lives. Steve has a degree in economics and has studied at 2 world renowned economic think tanks. Dedicated to career long education, he has earned 10 elite professional designations over the course of his career. He is also an active member of the Financial Planning Association. In addition to Wiser Advisor, he is a SmartAsset Fiduciary Financial Advisor, is listed in Paladin Registry, and is a Dave Ramsey SmartVestor.

About Sapiat Asset Management

Sapiat Asset Management is a fee-only, independent registered investment advisor, specializing in goal oriented, financial planning and investment management for Individuals & Families, their Businesses, and the Trusts that benefit them. Sapiat Asset Management provides real solutions to real people for real life. Working with customers coast-to-coast, we use our education, knowledge, skills, and resources to provide the proprietary processes, professional objectivity, and institutional discipline needed to create financial independence among the American Middle Class. Both Sapiat Asset Management and its financial advisors act as fiduciaries at all times for all customers.

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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?