Find a broker, investment or financial advisor.
The Power of Working Together
Our team of financial professionals will help you pursue your financial goals by understanding what is most important to you. By integrating various financial solutions, we aim to empower each client to improve their financial situation and make decisions with confidence.
Integrated Financial Services— Solutions for You and Your Family
Our goal is to explain the technical and confusing financial terms in a simple enough language so that our clients can gain knowledge throughout the planning process.
As independent advisors, we have the freedom to search the entire financial landscape. This enables us to identify and recommend financial products to help meet your financial goals and objectives.
About Philip
Philip is a seasoned financial professional with nearly a decade of experience working with investments, insurance, and complex financial plans. With an emphasis on values-based planning and advice, Philip works to co-create financial plans that align with what is most important to his clients.
As a CFP® professional, Philip ensures his clients’ interest come first and that he is prepared to help them through each of life’s many transitions.
We recommend financial tools that complement your goals:
As independent advisors, we have the freedom to search the entire financial landscape. This enables us to identify and recommend financial products to help meet your financial goals and objectives.
Retirement
Income
Whatever income needs you may have, we offer a range of potential solutions to help provide stability and confidence in your financial future.
Saving for
Emergencies
Emergency Savings is an essential pillar of a sound financial plan. We can help you build and maintain a safety net for the expected and unexpected.
Wealth
Transfer
Leaving a legacy takes planning, communication, and careful coordination. We can help you build a legacy plan designed to preserve what is most important to you.
Insurance
Products
Whether incorporating risk or insuring against it, we can help protect what you’ve worked so hard to build.
What Our Clients Are Saying
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For your complimentary initial consultation, please call us at (423) 789 - 2000
Securities offered through The O.N. Equity Sales Company
Member FINRA / SIPC, One Financial Way Cincinnati, Ohio 45242 (877) 663-7267.
Investment Advisory services offered through O.N. Investment Management Company.
Members of the firm are licensed to offer insurance and other financial products in AR, CO, FL, GA, IL, KY, PA, TN, VA, WA and WV.
Office Locations
1810 Hwy 394,
Blountville, TN 37617
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