Chris Brown, CFP®, CPWA®

Helping people design, create, optimize, and maintain their ideal lifestyles.

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AdvicePeriod Chris Brown, CFP®, CPWA®
Knoxville, TN

Serving Clients Nationwide

Helping people design, create, optimize, and maintain their ideal lifestyles.

Areas of Focus

  • Cash Flow
  • Coaching
  • Estate Planning
  • Financial Life Planning
  • Insurance
  • Investing
  • Taxes

About Me

Chris Brown, CFP®, CPWA® is an Advisor with AdvicePeriod. where he works with clients to formulate and implement financial planning and investment recommendations. He is passionate about helping his clients design, create, optimize, and maintain their ideal lifestyle through dynamic financial planning.

Prior to joining AdvicePeriod, Chris worked for two smaller Registered Investment Advisors local to Knoxville, TN. In each of those roles he helped his clients achieve their financial and personal goals through holistic wealth management.

Chris graduated from the University of Tennessee, where he received a Bachelor of Business Administration, Finance, along with a collateral in Entrepreneurship.

Chris lives in Knoxville, TN, with his wife, Amy, his daughter, Lizzy, and his son, Liam. In his spare time, he enjoys spending time with family and friends, working out, golfing, reading, and watching sports.

Professional Designations

  • Certified Private Wealth Advisor (CPWA)

Primary Location

Knoxville, TN

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Advice-Only
  • Fee Based
  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 15-minute call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management


About our Firm

At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth. Our advisors prepare clients for whatever life brings their way. We understand how any event or opportunity might impact the big picture, so we can help clients plan, grow, and keep more of their wealth over time.

By combining actionable planning advice with objective investment guidance, we strive to enable clients to achieve their financial goals, and shape their legacy for generations to come.

This is how wealth management is going to evolve.

We built our firm to achieve three simple objectives.

✅ We want you to meet your financial objectives. Our firm is grounded in robust planning. It’s what allows us to deliver advice that makes a difference now and in the long run.

✅ We want you to sleep well at night. No more worrying. Our data-driven process is designed to help ensure sure you keep more of what you’ve earned, and we offer total access and transparency whenever you want it.

✅ We want you to be happy you found us. To ensure you’re happy we’re part of your life, we’ll keep you “in the know” with unparalleled service. We can’t control the markets, but we can control the experience.

Isn’t it time you got the advice you’ve always wanted?

AdvicePeriod is another business name and brand utilized by Mariner Platform Solutions, LLC, a SEC registered investment adviser. Registration of an investment advisor does not imply a certain level of skill or training. For additional information about MPS, including fees and services, please contact MPS or refer to the Investment Adviser Public Disclosure website ( Please read the disclosure statement carefully before you invest.


University of Tennessee, Bachelor of Business Administration, Finance; Collateral in Entrepreneurship


Hobbies and Interests

  • Family
  • Golf
  • Reading
  • Sports
  • Working Out

Who We Serve

  • Actuaries
  • Blended Family
  • Business Owners
  • Couples
  • Democrats
  • Engineers
  • Entrepreneurs
  • Families
  • Gen X
  • Gen Y / Millennials
  • Gen Z
  • Healthcare Professionals
  • Individuals
  • Intergenerational Families
  • Remote Workers
  • Technology Professionals
  • Travel Lovers
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.