Advisor at Mountaintop Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mountaintop Wealth
Location
Chattanooga, TN
Credentials
CFP®, ChFC®
Industry experience
8 years
We are a flat fee financial advisory firm that provides comprehensive financial planning that connects every part of your financial life. We create a clear, actionable roadmap to:
Fund College with Confidence: We’ll help you save for college, find more scholarship money and tax-efficient ways to invest so you can lower the cost of a high-quality college education.
Secure Your Retirement: We'll build a solid retirement plan that won't be derailed by tuition bills, ensuring you have the freedom to enjoy your later years.
Create Cohesion: We'll simplify your complex financial picture, bringing all your assets and goals into one unified strategy.
It's about having a clear plan that allows you to achieve both of your most important goals without compromise.
0.75%-1.25%
$2,500 to $36,000
We also offer financial plans starting at $2,500 for individual clients and $4,000 for couples.
MW Education LLC
2023 - Present (3 years)
Mountaintop Wealth LLC
2021 - Present (5 years)
Valic Financial Advisors, Inc.
2017 - 2022 (5 years)
Aig
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Trenton, GA
Edward Jones
CFP®, Series 63, Series 66
Hixson, TN
Edward Jones
Series 66
Chattanooga, TN
Edward Jones
CFP®, Series 66
Hixson, TN
Edward Jones
CFP®, Series 66
Chattanooga, TN
Edward Jones
CFP®, Series 66
Chattanooga, TN
Edward Jones
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