Andrew B. Ellis

Andrew B. Ellis

| CPA, CFA, CFP®

Patriot Investment Management Group

Fee-Only Financial Planner serving the Knoxville, TN area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Visit Us

9721 Cogdill Road
Suite 101
Knoxville, TN 37932

Andrew Ellis is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

My practice is focused on helping retirees manage their assets in retirement.  The combination of social security, pensions, taxable accounts, IRA's, Roth IRA's and 401(K)'s requires a well-defined withdraw strategy.  There is tremendous opportunity to avoid and minimize taxes during this stage of life.

I enjoy helping clients with financial planning decisions.  Clients rely on me as a trusted friend for investment management, tax planning, estate planning, insurance and social security decisions and saving for retirement.  They sleep well at night knowing they have both a Certified Public Accountant and Chartered Financial Analyst on their side.