Acumen Wealth Advisors, LLC

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Home - Acumen Wealth Advisors Skip to main content Go directly to search Skip to primary navigation Call (423) 825-4796 View Facebook from Acumen Wealth Advisors View LinkedIn from Acumen Wealth Advisors Form ADV/CRS Disclosures Our Mission is Simple. Protect legacies, grow assets, and always put you first®. We want to help you navigate financial complexities so you can focus on what matters most. What Sets Us Apart Contact We want to help you navigate financial complexities so you can focus on what matters most. Investing intentionally is about making deliberate financial decisions with a clear purpose and strategy . At Acumen, this approach goes beyond portfolio management. We align your investment strategy with your overall financial plan, long-term goals, and personal values. As your partner, Acumen welcomes the opportunity to join you on this journey. We aim to become your most trusted, long-standing advisor. Acumen At-A-Glance 303 Client Relationships Clients 25 states 98% Client Retention Rate 17 Designations and Credentials Over $635 million in AUM as of 12/31/25 Founded 2012 Our Services In addition to thoughtful financial planning and investment management, we provide tax and business advisory, estate planning, charitable strategies, real estate investing, and private asset management services . Rather than just one advisor, each of our clients has their own team of in-house specialists. Financial Planning Investment Management Active Tax Advisory Business Advisory

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