Millennium Wealth Management

Our clients are busy people, involved in their businesses, raising their families, active in their churches and causes they care about, engaged in various sports, hobbies and other interests. Most of them have earned their wealth. They may be concerned about preserving and growing it safely into and throughout their retirement. I believe they want an advisor who can help them develop an investment plan that actively seeks to protect their capital and gives them confidence that their long-term needs will be covered. Some know they need help to avoid the mistakes they’ve made over the last decade. They may have thought they were doing the right thing—trying to match high performance numbers or simply holding on through market ups and downs.

Dimensional Financial Planning and Wealth Management in Knoxville, TN, offers expert financial services tailored to your unique needs. Our team of experienced financial planners provides comprehensive fee-based financial planning and asset management solutions to help you achieve your financial goals. We specialize in crafting personalized investment strategies, protection plans, and estate planning services to secure your financial future. Our knowledgeable advisors stay up-to-date with the latest market trends and tax strategies to maximize your wealth potential. Whether you're planning for retirement, saving for a major purchase, or looking to optimize your investment portfolio, we have the expertise to guide you every step of the way.

Shepherd's Financial LLC is a trusted financial services firm based in Knoxville, TN, specializing in comprehensive financial planning and investment solutions. Our expert team of financial consultants offers personalized guidance to help clients achieve their financial goals and secure their future. We provide a wide range of services, including life insurance, investment services, 403(b) church plans, tax planning, retirement planning, and estate planning. With a focus on tailored strategies, we work closely with individuals, families, and organizations to create robust financial roadmaps. Our investment services are designed to maximize returns while managing risk, ensuring long-term financial stability for our clients.