Christopher Peterson

CFP®

Peterson Wealth Advisory

Peterson Wealth Advisory

Christopher Peterson

CFP®

Peterson Wealth Advisory

Peterson Wealth Advisory

It's important to have financial confidence so you are in control of your money, allowing you to grow wealth and use it to better your life in meaningful ways. - Christopher Peterson, CFP®

Fee-Only financial planner located in Crossville, TN, serving clients locally and across the country

Christopher Peterson is a Crossville, TN fee-only financial planner. Peterson Wealth Advisory provides comprehensive and objective financial planning, investment management, and tax planning to help Individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Christopher Peterson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Christopher G. Peterson grew up on a small farm in the middle of Washington State. His personal involvement and experiences in multiple family-owned businesses contributed to his work ethic and interest in business. At a young age, Chris began exploring different ways to enhance his earnings. While still in middle school, he learned how to read the stock listings in the paper and how to research investments. Using summer job money, he bought his first stock in his early teens.

Throughout high school, Chris took it upon himself to learn more about investing and helped family members make investment choices. In college, Chris earned his BS in Business Administration, specializing in Finance.

After stints working in the family business, Chris decided to pursue what he truly enjoyed - using investments as a tool to enhance lives. As a Financial Advisor at a leading Wall Street broker, Chris provided brokerage services to families, corporate executives, businesses, and non-profit organizations. Chris experienced and learned much during his time at the firm. However, he believed there was a better way to serve clients and follow his desire to be an entrepreneur. 

In the fall of 2008, during the global financial crisis, Chris established Peterson Wealth Advisory to provide independent and comprehensive financial advice to a select group of clients throughout the United States. As a registered Investment Advisor (RIA), Peterson Wealth Advisory has a fiduciary duty to clients (putting their interests first), is compensated on a fee-only basis, and discloses any and all conflicts of interest.

Chris believes this higher standard of financial advice is better for his clients and should be demanded by all investors who work with advisors. To further set himself apart, Chris earned the Certified Financial Planner™ designation in 2011, the recognized standard of excellence for competent and ethical personal financial planning, and is a member of the National Association of Personal Financial Advisors (NAPFA).

Chris is a follower of Jesus and is an active member at Central Baptist Church. Together, he and his wife, April, raise three lovely and talented daughters. Through the Crossville Rotary Club and other local organizations, Chris volunteers his time and gives back to the local community. To help keep his mind fresh he enjoys HIIT workouts, gardening, hiking, and traveling. To reward himself he makes cookies and donuts from scratch!

Christopher Peterson is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Peterson Wealth Advisory (PWA) is a fiduciary, fee-only financial planning firm based in Crossville, TN. We are committed to collaborating with clients to meet their unique financial goals, following the financial planning process and focused on growing the client’s net worth. We help you free up time to focus on the things that really matter most in your life. Individuals and families often find that their financial lives become more complex as time goes on. 

With Peterson Wealth Advisory's CFP® professional, Christopher Peterson, you have an expert who will provide valued financial advice through every stage of life. Through thoughtful questions, a tested process and coordinating with your team of professionals including CPAs and attorneys we will be focused on meeting your current needs and goals.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Christopher Peterson

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Office Locations:

  • 186 Hwy 70 E
    Crossville, TN 38555

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