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413 South Northshore Drive, Knoxville, TN 37919

(865) 558-1779
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An Independent Resource for Your Financial Goals

Financial planning and wealth management are long games. We provide guidance and support to keep our clients on course to pursue their long-term goals.

Start Your Journey

An Independent Resource for Your Financial Goals

Financial planning and wealth management are long games. We provide guidance and support to keep our clients on course to achieve their long-term goals.

Start Your Journey

An Independent Resource for Your Financial Goals

Financial planning and wealth management are long games. We provide guidance and support to keep our clients on course to achieve their long-term goals.

Start Your Journey



Learn more



Learn more
Expertise to Support Your Unique Aspirations

Expertise to Support Your Unique Aspirations

No matter the complexity of your investor profile, we believe a comprehensive financial strategy and investment management can create desirable outcomes.

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A Broad Range of Services

We offer a range of services to help you save, grow, and confidently plan for your ideal financial future.

Personal Services: Supporting Financial Confidence

Our team is committed to providing tailored solutions that prioritize you and your family’s needs and aspirations.

Personal Services

Business Services: Guiding Your Company's Success

We offer specialized services to help business owners navigate financial challenges and achieve sustainable success.

Business Services

Ready to Take the Next Step?

Reach out to Millennium to schedule a consultation. Discover how our personalized approach can help you live and retire purposefully.

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Independent Support for Your Financial Journey

Independent Support for Your Financial Journey

We start with understanding your needs and desires to create a customized plan. That plan is made to evolve throughout your financial journey.

Solutions for Every Situation

Individuals & Families

Individuals & Families

A personalized financial plan can provide clarity and confidence as you pursue your long-term goals.

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Pre-retirees

Pre-retirees

We will proactively address potential challenges to help sustain your resources through retirement. 

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Retirees

Retirees

Each tailored retirement plan is monitored and adjusted so you can live a purposeful retirement.

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Business
Owners

Business
Owners

We understand the intricacies of managing personal and business finances and can help you strike a balance.

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Our Three Step Process

STEP

1

Assess

We’ll begin by reviewing your financial documents, risk tolerance, and objectives.

STEP

2

Strategize

Our team will present unique financial strategies designed to match your investor profile.

STEP

3

Implement

Life changes? Market volatility? We’ll keep your financial plan on track every step of the way.

Your Team of Trusted Professionals

Your Team of Trusted Professionals

Financial planning is deeply personal to our team. We’ve seen friends and family struggle to obtain the financial guidance they need for their futures. By leveraging our expertise in personal finance and our professional training, we are dedicated to helping people plan more effectively for what lies ahead.

Empowering You with Curated Financial Resources

We believe financial literacy is a way to empower our clients with the knowledge and tools they need to make informed decisions about their finances. Check out our resources to empower yourself with education.

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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Understanding Extended Care

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.
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Historical Inflation

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.
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Speak with a Professional

Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

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