Resource Advisory Services-Knoxville Tennessee | Fee Only Financial Advisor | Financial Planner

Mission STATEMENT

Developing relationships that help people build and enjoy wealth, through our commitment to excellence in comprehensive financial planning services, where we gladly accept fiduciary responsibilities for understanding and serving each client with an exceptionally high level of ethical integrity.

Since the 1985 founding of Resource Advisory Services, I have believed that building wealth means increasing net worth AND improving the structure of the Net Worth Statement. Securities portfolios and investment management are important elements for building wealth. Yet, they are only parts of our comprehensive relationships affected by many other resources.

Enjoying wealth is extremely important to us at Resource Advisory Services. We believe helping clients understand the components of their net worth and its progress improves the feelings of security. Even if you are far from your financial goals, disciplined monitoring of progress and the reasons for your rate of progress improves your enjoyment of your wealth. By accurately understanding your situation, you can have more confidence in making decisions.

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

OUR GRAPHIC

RESOURCE dominates our graphics for its many meanings. Investments are only a part of the resources that improve lives. Our clients have many other resources, including their personal abilities to build and enjoy wealth. Personal assets, like homes and vehicles, are also resources for a comfortable lifestyle. The list is limitless.

Our firm has access to many resources that improve the lives of our clients. Therefore, we are a resource for our clients - the place clients come for help with decisions affecting all their resources.

The word RESOURCE in our name is displayed to recognize its importance.

ADVISORY and SERVICES are relationship words, connecting us to our clients. Advice is our primary way to serve clients in managing resources. We are servants, performing many tasks for clients. ADVISORY sets atop SERVICES to illustrate that our service culture supports our advisory methods.

The three interlocking boxes imply relationships. Maturing relationships grow through stages of life. We see successive stages of growth in the boxes. In another sense, the boxes remind us of an upward sloping graph. We want to see our clients’ wealth grow.