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Russ Kefauver, AWMA®, CRPC®

When 'LIFE' HAPPENS. our real work together BEGINS

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Kefauver Financial Planning & Wealth Management Russ Kefauver, AWMA®, CRPC®
Maryville, Tennessee

Serving Clients Nationwide

When 'LIFE' HAPPENS. our real work together BEGINS

Areas of Focus

  • Employee Stock Options
  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Living in Retirement

About Me

Hi, I'm Russ Kefauver, an Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor with over 15 years of financial planning experience.

I'm a member of the Flagship Harbor Advisors network, and also a member of the Financial Planning Association. I proudly support the Foundation for Financial Planning – which brings free, professional financial advice to wounded veterans, domestic violence survivors, and many others.

I believe that every client needs help realizing their Big Ideas, and that smart financial planning goes a long way toward helping clients enjoy life’s simple pleasures.

My wife Mandy and I reside in Maryville, Tennessee where we're active members of the community.

Professional Designations

  • Accredited Wealth Management Advisor (AWMA)
  • Chartered Retirement Planning Counselor (CRPC)

Affiliations

  • Financial Planning Association
  • Foundation for Financial Planning
  • visiWealth Advisor

Primary Location

1020, William Blount Drive, Maryville, Tennessee, 37801

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know you and your situation.

Offers Investment Management

Yes

About our Firm

Kefauver Financial Planning & Wealth Management tends to focus on the needs of families and professionals, and those who look to us for serious financial planning and investment assistance on the approach to, and duration of, retirement. We'll strive to give you the attentiveness deserving of that important honor.

From more than two decades of financial planning and service, we are convinced of three simple things:

✅ Everyone has BIG IDEAS to fund. You have meaningful, life-long aspirations. Whether retirement or something else, these need consistent action and a financial plan. We can help with both.

✅ Funding starts by AVOIDING MISTAKES. Our most important work is to help you avoid the Big Mistake: over-reaction to life stress or market conditions during moments that risk derailment of long-term plans.

✅ SMART PLANNING can help you get there. Flexible, comprehensive financial planning and thoughtful advice can provide reassurance as you endeavor to enjoy more of life's simple pleasures. Let's start today.

Education

College for Financial Planning, Chartered Retirement Planning Counselor

Badges

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • Young Families

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