I have worked in the financial services industry since 1997. In 2016, my wife Amber and I chose to start Knox Financial Services, focused on helping individuals and business owners achieve their unique financial goals. We are a locally owned, independent, full-service fee based financial planning, wealth management and employee benefits firm.
Our clients include individuals, families, business owners, executives, self-employed professionals, organizations, and local governments. A diverse group of clients with a common desire- to have a financial team that listens to their needs, evaluates their current situation, prepares objective information and advice, implements the chosen Solutions, provides ongoing monitoring, and provide a high-level of personal service.
In my time in the financial industry, there has been substantial change in products, services, and technology. The future will hold even more change. Our core mission, to help clients achieve their financial goals, will not change. Our firm has three basic beliefs in what we do:
- Clients First Initiative – we apply the same effort and consideration for our clients in the same matter we would desire to be treated;
- Standard of Care – we always remember the trust our Clients place in us and apply the highest standards of care and process when offering advice; and
- The Journey – our clients’ long-term success is what defines our own. As your Journey evolves, we will be there.
We also believe knowledge and experience are crucial to a successful plan. Our collaborative Look Forward! planning process is systematic to ensure we fully understand all of your needs, but is flexible to develop unique Solutions for your specific goals. We utilize innovative technology, leading products and services that are also available from national firms, but retain our independence, allowing us to focus on our clients’ needs, not a corporate agenda. We take pride in our local ownership, local decisions and a family-owned culture, allowing us to objectively develop Solutions when working with our clients.
Every member of our team lives by our core values: honesty, integrity, respect, diversity, cooperation and a commitment to succeedand incorporate them into everything we do. As an organization, we have grown substantially, but with purpose, and will continue to embrace our core values.
If you want to work with a team of Advisors who care, listen to your goals, develop objective Solutions to help you grow and protect your assets, and are invested in your financial success, please contact us. We Look Forward! to meeting you.