Get in Touch With Us:

Let’s talk – in person, on the phone, or online – we’re here to help.

Call or Text:

(865) 268-9585


Need 15 minutes at a later time?

Schedule a call here

Kefauver Financial Planning & Wealth Management, Maryville & Knoxville, TN

 

Life doesn’t end at five o’clock.
We’re accessible and alive after five.

Send us a Message:

    Visit Us:

    Kefauver Financial Planning & Wealth Management

    1020 William Blount Dr.
    Maryville, TN 37801

    Kefauver Financial Planning & Wealth Management, Maryville, TN

    © Copyright 2024 Kefauver Financial Planning & Wealth Management All Rights Reserved

    Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner ™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

    Kefauver Financial Planning & Wealth Management  •  (865) 268-9585  •  1020 William Blount Dr., Maryville, TN 37801

    Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Flagship Harbor Advisors, LLC, a registered investment advisor. Kefauver Financial Planning & Wealth Management and Flagship Harbor Advisors, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AZ, CA, CO, FL, GA, ID, IL, IN, KY, LA, MD, MI, MN, NC, NH, NV, NY, PA, SC, TN, TX, VA, VT, WI

    Commonly requested documents:  ADV 2A  |   ADV 2B   |  Form CRS  |  LPL Form CRS  |  Copies of these documents as well as our entire policies and procedures manual will be mailed upon request.