At Witt Financial Group our sole focus is YOU
Witt Financial Group, LLC is a Crossville, Tennessee based investment advisor firm servicing investors locally, statewide and nationwide. With more than 15 years of experience in the financial industry, Witt Financial Group brings together complex investing concepts and solid, down to earth values that make sense.
At Witt Financial Group, our core values are Integrity, Trust and Education. We believe our most important job is helping you achieve your financial goals.
Our unique approach to investing is firmly grounded in Nobel Prize winning financial and economic principles. We believe that every investor should understand and feel confident about their investment approach. We have the independence to provide our clients with objective and unbiased planning while upholding the highest standard of trust to the investment process. We are Tennessee’s Trusted Wealth Advisers.
Witt Financial Group, LLC acts in a fiduciary capacity to our clients who invest not only their money but their confidence, good faith, reliance, and trust with the expectation of receiving aid, advice and protection from the many pitfalls of the investment world. As a fiduciary, Witt Financial Group is required to act at all times for the sole benefit and interest of our clients to whom we owe a duty of undivided loyalty and utmost good faith. We are prohibited from engaging in any activity that conflicts with the interest of any client, and we strive to fulfill our obligations.
At Witt Financial Group we offer or can refer you to professionals providing the following services: Investments, Wealth Management, Retirement Planning, Retirement Income Strategies, Wealth Accumulation, Asset Protection, Tax Efficient Planning, Life Insurance, Annuities, Long Term Care, Estate Planning, IRA Legacy Planning, Wills & Trusts, IRA and 401(K) Rollovers.