Nathan Woods, CFP®, AIF®
Together we can design a plan that will guide to a successful financial future.
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Serving Clients Nationwide
Together we can design a plan that will guide to a successful financial future.
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Nathan Woods, CFP®, AIF®
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 ®
Primary Location
11905 Kingston Pike Knoxville, TN 37934
Video
Meeting Options
- Video Conference
- In-Person
- Phone
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 Rather & Kittrell
Rather & Kittrell is a Knoxville-based fiduciary financial advisory firm providing private wealth management and corporate retirement plan services, helping clients navigate major life transitions such as retirement, business sales, and divorce. 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
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Living in Retirement
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Quality, breadth, and depth of services provided.
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.
Nathan Woods is exceptional young man as well as being a great advisor
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.
Nathan Woods - Professionalism
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.
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