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Nathan Woods, CFP®, AIF®

Together we can design a plan that will guide to a successful financial future.

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Rather & Kittrell Nathan Woods, CFP®, AIF®
Knoxville, TN

Serving Clients Nationwide

Together we can design a plan that will guide to a successful financial future.

3 Certified Advisor Reviews™
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(865) 218-8400

Website

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes

About Me

Nathan Woods is a Senior Advisor with Rather & Kittrell where he works with businesses, families, and individuals to implement, coordinate, and achieve their financial goals. He began with the company in 2020 as an Advisor.

Nathan received a Master’s in Business Administration and undergraduate degrees in Finance and Accounting from the University of Tennessee at Martin. He is also a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary®.

Nathan is active in his community and serves on boards of the Great Smoky Mountain Council – Boy Scouts of America, The First Tee of Greater Knoxville, and Cancer Support Community of East Tennessee.

Professional Designations

  • Accredited Investment Fiduciary (AIF)
  • CERTIFIED FINANCIAL PLANNER™ Professional

Primary Location

11905 Kingston Pike Knoxville, TN 37934

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button and complete the brief form to get in touch with us. From individuals to families to businesses, let’s talk about how Rather & Kittrell can help ensure your transitions go as smoothly as possible. We look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Rather & Kittrell Capital Management is a Registered Investment Advisory firm. Lytle Rather and Chris Kittrell launched RK more than 20 years ago, based on the steadfast belief that “people come first.” In that time, a two-desk business has grown into an advisory firm that serves individuals, families, and businesses managing the transitions that inherently come with money.

At RK we begin with a foundational question: what’s best for our client? Everything we do is in service of that goal.

WEALTH MANAGEMENT PHILOSOPHY

As a fiduciary advisor, we always act in your best interests. We consider your investments, plan ways to mitigate risk and protect what you’ve built, and work with your other trusted professionals to create a custom plan to guide you through all of life’s transitions. We believe that if we do what’s best for you, everything else takes care of itself.

OUR SERVICES ADDRESS 6 KEY CONCERNS OF OUR CLIENTS

✅ Wealth Preservation: Our team makes certain your investments align with what’s most important to you.

✅ Wealth Enhancement: We work with you to keep your cash flow healthy, and mitigate your tax burden.

✅ Wealth Transfer: Wealth transfer planning ensures that your financial legacy passes to the right people with minimal difficulty.

✅ Wealth Protection: Wealth protection is about protecting your assets from catastrophic loss.

✅ Charitable Giving: Charitable giving is donating a portion of your wealth and making meaningful gifts to charity.

✅ Full-Service Collaboration: We work with your entire team of experts to ensure that your plan is aligned with all your goals.

What began as a commitment to the simple philosophy of educating clients while offering excellent service at a fair price has blossomed into a growing firm that is focused on becoming the market leader in East Tennessee for wealth advisory and retirement planning.

Education

University of Tennessee at Martin, Master's, Business Administration; B.S. Business Administration, Accounting, Finance

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Living in Retirement

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. 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.

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Quality, breadth, and depth of services provided.

✅ Wealthtender Certified Advisor Review™
Sep 14, 2023
R&K goes above and beyond the role of Financial Advisor. They understand the importance of educating the staff on the importance of planning for retirement and educating them on how to navigate the "investment arena" in a very informative and "user friendly" way. Lytle Rather and Nathan Woods are very knowledgeable on the updates on the regulations that could impact retirement planning. They send periodic bulletins that contain very informative, helpful information, insights, reflections, and fun stories! Lytle and Nathan are very personable and approachable folks. They are very prompt in responding to our questions.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Yolanda Monfort
Yolanda Monfort

Nathan Woods is exceptional young man as well as being a great advisor

✅ Wealthtender Certified Advisor Review™
Sep 8, 2023
I have known Nathan for several years, beginning before he joined Rather & Kittrell. He has always been kind and courteous, asking what I wish to accomplish and listening intently to my desires with regard to financial expectations. He always tells me it is my money, and I have a vested interest in what I hope to gain with my portfolio as it relates to my well-being as well as what I wish to hopefully leave to my sons. Furthermore, he is not only a good financial advisor, but he is also a good friend. He makes himself available should I call with a question or concern. I have been well pleased since I placed my trust in Rather & Kittrell.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dianne
Dianne

Nathan Woods - Professionalism

✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
Nathan Woods has been professional, courteous and extremely helpful in working with me and my wife strategizing our personal and business decisions. He has taken the time to explain the current and future needs we need to reach our retirement goals. We would highly recommend Nathan and Rather & Kittrell.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for John Carroll
John Carroll
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