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      Details

      Managing Wealth. Preserving What Matters.

      General Info

      Strong Heritage Financial Group is an independent firm headquartered in Greeneville, TN. Our full-service wealth managers specialize in multi-generational financial planning & wealth management for high net-worth families, trusts, small business owners, & entrepreneurs, with a focus on corporate executives & professional practices. Our wealth managers are highly experienced at providing objective, well reasoned financial guidance. Using specialized tools and resources, we work closely with you to craft a comprehensive financial plan specific to you. We then manage a consolidated investment portfolio strong on asset allocation, mindful of risk, and continuously monitored for performance. Our focus is the long-term success of your financial plan to help preserve your hard-earned assets from the effects of market dynamics and economic volatility. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 423-636-1800

      Fax - 423-636-1801

      Address:
      705 Professional Plaza Dr Greeneville, TN 37745
      Email:

      Categories
      Financial Planners, Financial Planning Consultants, Investment Management, Investment Securities, Retirement Planning Services
      Services / Products
      We create custom financial plans based upon each client's personal needs & situation, including: Investment Policy Statement, Goal Identification & Prioritization, Financial Statement Preparation & Analysis, Insurance Analysis & Planning, Education Savings Analysis & Planning, Retirement Preparation Analysis & Planning, Retirement Income Distribution Analysis & Planning, Estate Plan Analysis & Planning, Charitable Giving Analysis & Planning, and Sudden Wealth. We offer additional highly specialized services to corporate executives: Stock Option Analysis & Planning, Net Unrealized Appreciation Analysis & Planning, Concentrated Equity Strategies, Restricted Stock Sales (Rule 144), and Affiliate Transaction Plans (Rule 10b5-10. We also offer highly specialized services to small business owners:
      Brands
      Member FINRA/SIPC., Raymond James Financial
      Location
      Objective financial advice from experienced wealth managers.
      Accreditation

      CFP, ChFC, AWMA, AAMS, CRPS

      Associations
      Financial Planning Association (FPA). Institute of Certified Bankers (ICB).
      AKA

      Strong Heritage

      Data provided by one or more of the following: Thryv, Data Axle, Yext.