Russ Kefauver, AWMA®, CRPC®
Retirement planning for people who want a plan, not a prediction.
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Serving Clients Nationwide
Retirement planning for people who want a plan, not a prediction.
Areas of Focus
- Estate Planning
- Financial Life Planning
- Health Care Planning
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Tax-Efficient Planning
About Russ Kefauver, AWMA®, CRPC®
Hi, I'm Russ Kefauver. Based in Maryville, Tennessee, I help families and professionals plan for life’s most important financial milestones — especially the years approaching and in retirement. I work with clients locally and across the country, many of whom come by referral or are planning a move to the area.My approach is simple: build a plan worth sticking to, and help you stick to it.
Most of the value I bring isn’t in predicting the markets — no one can do that consistently, and I won’t pretend otherwise. It’s in the quieter work: helping you avoid the costly mistakes that derail long-term plans, staying steady when markets get rough, keeping your costs clear and predictable, and making sure your whole financial picture stays aligned with the life you’re working toward.
As a fiduciary, I’m committed to putting your interests first. That means straightforward advice, built on long-term relationships rather than transactions.
With more than 20 years of experience, I’ve learned that successful investing has far more to do with behavior and discipline than with timing or chasing performance. The right plan, followed patiently, tends to win. My job is to help you build that plan — and to be a steady voice in the moments that test it.
If you’re thinking about retirement, navigating a transition, or simply want a second opinion on whether you’re on track, I’d be glad to talk.
Professional Designations
- Accredited Wealth Management Advisor (AWMA)
- Chartered Retirement Planning Counselor (CRPC)
Primary Location
1020 William Blount Dr., Maryville, TN 37801
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the button above to schedule a complimentary introductory call. At our first meeting, we'll get to know you and your situation — we'll ask questions and do a lot of listening. We won't make recommendations before understanding your values, goals, and concerns. From there, we'll work toward a clear, organized picture of your financial life, so we can help you build a plan you can stay the course with.Offers Investment Management
Yes
About Kefauver Financial Planning & Wealth Management
Kefauver Financial Planning & Wealth Management focuses on the needs of those preparing for or already living in retirement — helping you think through the planning and investment decisions that matter most as you approach and move through this stage of life. We aim to give you the attentiveness that deserves.From more than two decades of planning and advice — we are convinced of three simple things.
✔️ Everyone has goals worth funding
You have things you're working toward — retirement, or something else that matters. Reaching them takes consistent action and a real plan. We help with both.
✔️ Start by avoiding mistakes
Our most important work is helping you avoid the big mistake: over-reacting to life stress or market swings in the moments that can quietly derail a long-term plan.
✔️ Smart planning gets you there
Thorough planning and steady, thoughtful advice give you the confidence to stay the course — and to actually enjoy the life you're building.
The team behind your plan.
A small, focused practice in Maryville, serving families across the greater Knoxville area — built around direct access to Russ, supported by a few trusted people who step in when needed. Personal, fiduciary relationships built to last.
We act under the Fiduciary Standard as a Registered Investment Advisor.
Securities are offered through LPL Financial, Member FINRA/SIPC. Investment advice is offered through Flagship Harbor Advisors, LLC, a registered investment advisor. Kefauver Financial Planning & Wealth Management and Flagship Harbor Advisors, LLC are separate entities from LPL Financial.
Hobbies and Interests
- Family
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Families
- Gen X
- Individuals
- Intergenerational Families
- Living in Retirement
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