Adam T. Kornegay
CFP®, CKA®Financial Advisor
- Knoxville, Tennessee
Financial Advisors in Knoxville, TN
At Savant Wealth Management, our Knoxville, TN, advisors can help you make personalized financial decisions so you can work toward your long-term goals. As a fee-only, independent firm located at 234 S. Peters Road, Suite 102, we uphold fiduciary standards by offering objective advice that prioritizes your needs. No matter where you are on your financial journey, our team can help bring deep experience and insight to the table.
We typically work with clients who have at least $750,000 in investable assets. We also welcome people on a strong financial path who expect meaningful growth from a career milestone, business event, or inheritance. If you’re seeking a financial partner committed to helping you build and preserve wealth, schedule a consultation with our Knoxville financial advisors today.
Why Choose Savant in Knoxville for Financial Planning?
At Savant Wealth Management, you get the resources of a national firm and the attention of a local team. As a fee-only fiduciary, we put your interests first and offer straightforward recommendations grounded in decades of planning experience. Our Knoxville team coordinates investments, taxes, estate planning, and retirement needs so you have a unified strategy.
We keep communication clear and responsive. You can expect proactive outreach, a focus on measurable goals, and guidance that adapts as your life evolves. Our goal is to help you stay informed, reduce financial stress, and build confidence in your long-term plan.
Financial Services Offered at Our Knoxville Office
Our Knoxville office provides access to a wide array of comprehensive financial services that address many areas of your financial life. If you’re looking for retirement strategies, investment management, or tax and estate planning, we created our offerings to help support your changing needs. Explore the service categories below to find the right fit for your long-term goals.
Meet Our Knoxville Financial Advisors
Our Knoxville advisors bring deep experience and a collaborative mindset. We design strategies around your unique goals and time horizon and adjust your plan as your circumstances change. You receive guidance from professionals who bring clarity to complex decisions and can help you see the long-term impact of your choices.
We take a team-based approach to offer you broad expertise across investing, planning, taxes, and estate considerations. This approach allows us to create a well-rounded plan and can help ensure we don’t overlook anything important.
Daniel Myers
Financial Advisor
Joe N. Ottaviano
CFP®, CPA, CKA®, MBAManaging Partner / Financial Advisor
Suzanne W. Hornick
CFP®Financial Advisor
Savant's Financial Views & News | Knoxville, TN
APC Financial Planning Joins Savant Wealth Management
Learn why APC Financial Planning joined Savant Wealth Management and what the partnership means for clients and future planning support.
Savant Wealth Management Acquires Tennessee-Based APC Financial Planning
Savant Wealth acquires APC Financial Planning of Knoxville, adding $497.8M AUM and expanding to 47 offices in 21 states.
Savant Wealth Management Ranks 12th on Barron’s 2025 Top 100 RIA Firms
Savant Wealth Management, a fee-only registered investment adviser (RIA), announced it ranked number 12 on the Barron’s list of 2025 Top 100 RIA Firms, moving up from number 17 in 2024 and number 31 in 2023.
Financial Planning Tools and Resources for Knoxville Residents
We offer practical tools, checklists, and educational content to help you stay informed and engaged with your financial life. Explore curated tools, checklists, and educational content designed to support your financial planning journey. You’ll also have access to live and on-demand webinars that cover timely financial topics ranging from tax planning to market insights.
Connect with a Financial Advisor in Knoxville Today
Let’s start with a conversation about your goals. We will walk you thought next steps and outline how our team can support your financial plan. Call our Knoxville office at 865.690.1231 or schedule your introductory consultation. Our local fiduciary advisors are ready to help you simplify financial complexity and take the next step toward your ideal future.
FAQs About Financial Advisors in Knoxville, TN
What is a fiduciary financial advisor, and why does it matter?
A fiduciary financial advisor must put your interests first and provide guidance based solely on your goals and needs. This matters because it can help reduce conflicts of interest and means you’ll receive tailored advice. At Savant, our Knoxville advisors adhere to this standard by providing objective recommendations designed to support your goals. 00
What types of clients do you typically serve at the Knoxville location?
We work with a wide range of individuals and families, including professionals, business owners, and retirees. Many of our clients are seeking a long-term financial partner for comprehensive planning and wealth management.
What financial services are available at the Knoxville office?
We offer comprehensive financial services that include planning, investment oversight, tax and estate strategies, and business consulting. We provide each service with a personalized approach based on your financial priorities.
How do I get to the Savant office in Knoxville?
Our Knoxville office sits at 234 S. Peters Road, Suite 102, in Knoxville, just off Kingston Pike and minutes from I–40 and I–140. You can enter the lot directly from S. Peters Road, and parking is available near the main entrance.
Upcoming Webinars
Avoiding a Big Tax Surprise
March 4 | 1:00 PM CTYear-Round Tax Planning – Review important tax topics to consider year-round. This webinar is for attendees with $750,000 or more in investments.
Save Your Seat
Key Habits of Affluent Retirees
March 11 | 1:00 PM CTDesigning Your Retirement – Learn how affluent retirees approach giving and philanthropy. Designed for individuals with $750K+ saved for retirement.
Join Us
Estate Planning for the Wealthy
March 18 | 1:00 PM CTIs Your Estate Plan Current? Estate planning can grow complex as wealth increases. This webinar is designed for those with investable assets of $750K+.
Register Now
Webinars On Demand
Did you miss our latest webinar? Do you like to do video learning on your own time? Catch our webinars on demand here or watch some of our “Ask an Advisor” series of videos for financial wisdom, available to you – anytime!
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