Blue Ridge Wealth Planners

  • Financial Services
  • Knoxville TN
  • 13 employees
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Company Overview

Website
blueridgewealth.com
Phone
(865) 392-4260
Employees
13
Founded in
2004
Industry
Financial Services
NAICS Codes
52 - Finance and Insurance
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
5239 - Other Financial Investment Activities
SIC Codes
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services
628 - Services Allied With The Exchange of Securities Or Commodities
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Financials & Stats

Revenue

$11B

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Recent News & Media

Join us for a College Class: Roth IRA – Another Tax Break For Americans at Maryville College

  • Jun 11, 2025
  • blueridgewealth.com

Knoxville money manager offers tips as tariffs tank the US stock market

  • Apr 7, 2025
  • wbir.com

Americans Pay $500K in Taxes Over Their Lifetimes — 9 Ways To Cut the Cost Down

  • Mar 7, 2025
  • finance.yahoo.com

The Hidden Costs of Retirement: Why Your Expenses May Be Higher Than You Think

  • Jan 31, 2025
  • money.usnews.com

Join us for a Retirement Planning Dinner Event at Fleming’s Knoxville

  • Jan 21, 2025
  • blueridgewealth.com

Blue Ridge Wealth Service Team Member Wealth Coordinator Job Knoxville

  • Oct 1, 2024
  • ziprecruiter.com

Who is Blue Ridge Wealth Planners

Blue Ridge Wealth Planners is a privately held investment advisory firm headquartered in Knoxville, Tennessee. Employing 13 individuals, the company generates an annual revenue of $10.9 million. Blue Ridge Wealth Planners specializes in providing investment advisory services to retirees and individuals nearing retirement. Their focus is on helping clients achieve fulfilling and financially secure lifestyles. Blue Ridge Wealth Planners operates as an SEC registered investment advisor, adhering to regulatory standards. Clients interested in learning more about Blue Ridge Wealth Planners' services can visit their website at blueridgewealth.com.

Blue Ridge Wealth Planners Industry Tags

Retirement Planning
Wealth Planning
Asset Protection
Asset Accumulation
Securities
Annuities
Wealth Management
Financial Advice
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Blue Ridge Wealth Planners Tech Stack

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FAQ

What is the location of Blue Ridge Wealth Planners's headquarters?
The headquarters of Blue Ridge Wealth Planners are situated at 9725 Cogdill Road Suite 101, Knoxville TN
What is Blue Ridge Wealth Planners's phone number?
Blue Ridge Wealth Planners's contact number is (865) 392-4260.
What is Blue Ridge Wealth Planners's official website?
The official website of Blue Ridge Wealth Planners can be found at blueridgewealth.com.
What is Blue Ridge Wealth Planners's current revenue?
As of January 2019, Blue Ridge Wealth Planners's annual revenue reached $11B.
How many employees does Blue Ridge Wealth Planners currently have?
Blue Ridge Wealth Planners employs approximately 13+ people as of January 2019
Which industries is Blue Ridge Wealth Planners primarily operating in?
Blue Ridge Wealth Planners operates in the following industries: Credit, Finance
What are Blue Ridge Wealth Planners's industry tags?
Blue Ridge Wealth Planners's industry tags include: Retirement Planning, Wealth Planning, Asset Protection
When was Blue Ridge Wealth Planners founded?
Blue Ridge Wealth Planners was founded in 2004.

Employee Directory

Key Employees

Macey Smith

Client Associate

Phone Email

Brad Fugate

Managing Director

Phone Email

Christopher Morris

Wealth Planner

Phone Email