Welcome
J. David Lewis, MBA, President. NAPFA-Registered Financial AdvisorIn a few minutes you should begin to understand our Fee-Only culture. Use this website to decide whether you believe Resource Advisory Services can help with issues that led you to seek a financial advisor. We are in Knoxville, Tennessee. Meeting you and understanding your expectations is important for us in deciding whether we can assist you by offering our services. Our Consumer Disclosure and Privacy Policy are available through links throughout this website.

There is more to money than money ®
It is the root of evil and the sum of our blessings, all at the same time. It touches the things we can do and the things we cannot do, in many profound ways. Our attitudes about it are heavily influenced by the amount and source of money in our heritage, going back for several generations. We have a relationship with money, that can be either healthy or unhealthy. There are many references to money in the Bible and the writings of other religions. Most forms of currency are inscribed with a reference to religion. Money and the way we view it are very important concepts. There is more to money than money. ®

J. David Lewis, MBA, President
NAPFA-Registered Financial Advisor

How much is enough?
This has been a question many clients of Resource Advisory Services have been asked since its inception. It is an important question. Some clearly do not have enough for their goals and feel distraught. They need help building the wealth they need, or want. Some have much more than is needed for their goals, but still struggle to accumulate more. For a healthy relationship with our money, it is important to have a clear understanding of how much wealth is enough for our goals, and a realistic understanding of our wealth relative to our goals.

Resource Advisory Services, Inc.

 

Focus on Fidicuary Fee Only NAPFA-National Association of Personal Financial Advisors