Acumen Wealth Advisors® Email Format
Investment ManagementTennessee, United States11-50 Employees
Acumen Wealth Advisors is an investment management firm based in Chattanooga, Tennessee, operating as an independent Registered Investment Adviser. It provides fiduciary-guided financial planning and investment management along with specialized services across business and tax strategies, estate and charitable planning, real estate investing, retirement plan services, and private asset management. The firm is grounded in a mission to protect legacies and grow assets while prioritizing clients' interests through disciplined, objective guidance. Positioned in the investment management industry, Acumen emphasizes objective, fiduciary-driven advice for individuals and families seeking comprehensive wealth management. Founded in 2012, the firm supports clients with a collaborative team of in-house specialists and a focus on education to empower informed decision-making. In 2023, the firm expanded its leadership with the appointment of Grant Allen as partner.