J. David Lewis

MBA

The Mather Group

Managing Director

J. David Lewis

MBA

The Mather Group

Managing Director

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - J. David Lewis, MBA

Fee-Only Financial Advisor serving Knoxville and East Tennessee.

J. David Lewis is a Knoxville, TN fee-only financial planner. The Mather Group provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, J. David Lewis is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Prior to The Mather Group, J. David Lewis founded Resources Advisory Services in 1985 to offer fiduciary, fee-only financial planning for families, based on NAPFA standards. Over the decades, he has watched clients improve their lives as financial planning evolved into a profession. David finds great satisfaction in building personal relationships with clients.

David has a Bachelor of Science in Finance and MBA from University of Tennessee and has sat on a number of non-profit boards of directors, including NAPFA (National and South Region), NAPFA Treasurer, NAPFA Audit Committee, NAPFA Consumer Education Foundation Board of Trustees.

J. David Lewis 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.

We built The Mather Group from the ground up to put all of our experience and expertise to work for one purpose—the interests of our clients.

Within Wall Street firms, there is a culture of profits placed before a client’s best interest. Where advisors sell products simply to increase revenue. We chose a new model by breaking away from Wall Street and created a culture focused on giving sound advice.

We also wanted to provide a complete retirement plan—including expert tax planning. For successful executives preparing for retirement, sound tax advice in combination with investment strategy is often their greatest need.

By removing the pressure to sell products, and creating a total focus on serving clients, we’ve built a culture that attracts talented investment professionals who are service oriented. The Mather Group’s focus is on our clients and their success.

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

  • National Association of Personal Financial Advisors (NAPFA)
    J. David Lewis is a NAPFA-Registered Financial Advisor

    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.

Contact J. David Lewis

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Office Locations:

  • 2095 Lakeside Centre Way, Ste 105
    Knoxville, TN 37922

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