In 2013, my family and I moved from Florida to Crossville, TN. Individuals, families and businesses in Crossville, Fairfield Glade and the Upper Cumberland region would now have a local Registered Investment Advisor firm with an advisor who holds the Certified Financial Planner™ certification.

What are the benefits of working with Peterson Wealth Advisory?

Fiduciary: Simply put, we are required to put the client’s interests first at all times. When I work with clients, I take the time to get to know them personally, their life experiences, and understand the quality of life they are striving towards. Knowing the answers to these more impactful questions allows me to provide advice in the clients best interest.
CFP®: The Certified Financial Planner designation is the gold standard for financial advisors. To attain this designation the advisor is required to have 3 years of professional experience, take 6 module tests, a comprehensive exam, continuing education, and agree to the CFP® boards Code of Ethics and Standards.
Fee-Only: Our clients pay us directly for our services. We do not receive commissions for selling one product over another, incentive trips for meeting quotas, or have revenue sharing agreements for being “exclusive” fund providers.
NAPFA: The National Association of Personal Financial Advisors is the leading association of fee-only financial advisors. This prestigious title is recognized by those in the field and in the media as identifying those who are professional, ethical financial advisors.
Disclosure: Peterson Wealth Advisory and its financial advisor, Christopher Peterson, is required to disclose any conflicts of interest and make every effort to limit conflicts.
Design, Implement, Monitor: Creating and maintaining a financial plan takes knowledge, expertise and time. I understand that conversations around money can be uncomfortable but a financial plan is only as good as the information a client provides. Through thoughtful questions, careful listening and maintaining privacy, clients begin to open up about their needs, wants and goals.

If you live in Crossville, Fairfield Glade or anywhere along the Upper Cumberland Plateau please contact Christopher Peterson, CFP® to schedule an introductory meeting. Call (931) 337-1458 or visit our contact page here.

Christopher Peterson is a Certified Financial Planner™ professional, NAPFA member, fee-only financial advisor and provides fiduciary advice to his clients. Peterson Wealth Advisory was established in 2008.