Acumen Wealth Advisors

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Acumen Wealth Advisors Our mission is simple. Protect legacies, grow assets, and always put you first. One relationship. A team of specialists beside you. One team. Your team.

Founded in 2012, Acumen Wealth Advisors® is an independent Registered Investment Adviser serving clients across the country. We believe important decisions deserve thoughtful attention and more than one perspective. Every Acumen client is supported by a dedicated team that thinks together, plans with you, and adapts as you evolve. Your team brings specialized expertise across investments, financial planning, tax strategies, estate planning, business transitions, charitable giving, real estate, and retirement. Instead of relying on one person to cover every part of your financial life, we bring the right specialists into the conversation the moment a decision calls for them. We over-analyze the details so you don't have to. We ask the extra questions, look around the corner, and think about what's next. That's what Invest Intentionally® means to us: making purposeful decisions about what you've built, the people you care about, and the legacy you want to leave behind. Our mission is simple: Protect legacies, grow assets, and always put you first®. Our tagline, Invest Intentionally®, embodies our belief that purposeful, well-informed decisions, in how you invest and live, create lasting impact. We welcome the opportunity to help you Invest Intentionally®, allowing you to focus on what is most important in your life. Start your journey today at https://acumenwealth.com/. Acumen Wealth Advisors®, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Acumen Wealth Advisors®, LLC and its representatives are properly licensed or exempt from licensure. This site is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Acumen Wealth Advisors®, LLC unless a client service agreement is in place. Please be aware that while we monitor comments left on this page, we do not endorse or necessarily share the same opinions expressed by site users. Nor do we encourage third parties to post anything on our behalf. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Reese believes relationships are everything and that the best outcomes in work and in life come from trust and being in...
10/06/2026

Reese believes relationships are everything and that the best outcomes in work and in life come from trust and being invested in the people around you. That is what brought him to Acumen nine years ago and what has kept him here, working alongside fiduciaries and holding communication to the same standard.

Nine years in, we are grateful for your steady hand and your perspective, Reese!

Medicare comes with an early decision: pair Original Medicare with a Medicare Supplement plan, or choose Medicare Advant...
10/05/2026

Medicare comes with an early decision: pair Original Medicare with a Medicare Supplement plan, or choose Medicare Advantage.

Supplement plans work alongside Original Medicare to help cover costs like deductibles and copays, while Advantage plans come through private insurers and often bundle extras like prescription drug, dental and vision coverage, usually with a provider network.

Neither is the right fit for everyone. The better choice depends on how you use health care, how much you travel, and what you want your monthly costs to look like. In our latest article, we walk through the two side by side and how Medicare fits into the bigger retirement picture.

Read it here: https://acumenwealth.com/understanding-medicare-options/

Yesterday we celebrated four people at our monthly luncheon who make this team better every day, and a few who have been...
10/02/2026

Yesterday we celebrated four people at our monthly luncheon who make this team better every day, and a few who have been with us since the very beginning, Paul, Angela, Roz and Arie, who have birthdays in September and October. With a new office on the horizon, moments like this one feel a little extra special.

Angela has spent fifteen years looking after people at the moments that matter most to them, and since joining Acumen th...
10/01/2026

Angela has spent fifteen years looking after people at the moments that matter most to them, and since joining Acumen this spring she has been doing exactly that as one of the first voices many clients hear.

Anticipating what someone needs before they ask is a rare skill, and our team and our clients feel the difference Angela brings every day.

Happy birthday, Angela. We are so glad you are here!

Acumen was proud to support the Women's Fund of Greater Chattanooga at their annual Voices luncheon. Through advocacy, c...
09/30/2026

Acumen was proud to support the Women's Fund of Greater Chattanooga at their annual Voices luncheon. Through advocacy, collective philanthropy, and leadership, the organization works to improve the lives of women and girls across Tennessee. From economic opportunity and healthcare access to leadership representation, their efforts help address challenges that impact individuals, families, and communities. When women thrive, communities thrive. https://www.chattanoogawomensfund.org/

Shawna will tell you that what she enjoys most about her work is the problem solving. Six years into her time at Acumen,...
09/30/2026

Shawna will tell you that what she enjoys most about her work is the problem solving.

Six years into her time at Acumen, now serving as Director of Operations, she is often the person a client reaches when something needs handling, and she gets there through a deliberate, detailed approach rather than a fast answer. She holds the FINRA Series 65 license and her degrees in history, philosophy, and religion may explain why she describes herself first as someone who loves to learn.

Six years in, we're grateful for the care you bring to this team. Happy anniversary, Shawna!

We went a little bananas last week!We were so thrilled to be a sponsor of the Chattanooga Zoo's Banana Ball last week, a...
09/29/2026

We went a little bananas last week!

We were so thrilled to be a sponsor of the Chattanooga Zoo's Banana Ball last week, and Jill, Julie, and Michael were there to enjoy it with friends both human and aviary!

The evening started with a couple of very colorful new friends (the macaws were happy to pose) and carried on under the string lights with good food and even better company. The Banana Ball supports the Zoo, and we're grateful to have a place like this right here in Chattanooga. Thank you for a wonderful night!

So much confetti! Last week, Amy, Jill, and Julie joined a packed house at The Signal for Northside Neighborhood House's...
09/29/2026

So much confetti!

Last week, Amy, Jill, and Julie joined a packed house at The Signal for Northside Neighborhood House's Not So Silent Auction. True to its name, the night was anything but quiet: paddles in the air, games at every table, and more confetti than anyone could sweep up.

Since 1924, NNH has helped individuals and families north of the Tennessee River with housing, utility and food support, along with community school programs in Hixson, Red Bank, Soddy-Daisy and Sale Creek. We're grateful for the work they do for our neighbors, and for a great night cheering them on.

Learn more about Northside Neighborhood House: https://www.nnhouse.org

Paul's birthday is this weekend but we're not going to let it pass quietly! 🎉Paul started out as a bank teller and worke...
09/25/2026

Paul's birthday is this weekend but we're not going to let it pass quietly! 🎉

Paul started out as a bank teller and worked his way through nearly every part of the business, picking up a clear sense of what good service actually feels like. That perspective is a big part of why clients find Paul easy to work with. As our Director of Client Services, he connects clients, our team and the systems behind the scenes, keeping day-to-day operations running smoothly. The goal is simple: working with Acumen should feel easy.

Happy birthday, Paul. Have a great weekend!

Noah came to this work believing that the greatest failure is not to try. That willingness to take a chance brought him ...
09/23/2026

Noah came to this work believing that the greatest failure is not to try. That willingness to take a chance brought him from California to Chattanooga three years ago, and to Acumen two years ago today. He spent more than a decade in hospitality, including coordinating special events at the Hunter Museum of American Art, and that training shows in how carefully he handles the details of a client's experience with our team. Away from the office he is a competitive runner and a cook who once represented California in national cooking competitions.

Two years in, we are glad you took the chance on us, Noah!

Address

250 Forest Avenue
Chattanooga, TN
37405

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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