Jamie Roths
S.E.E.D. Planning Group
Financial Planner
Jamie Roths
S.E.E.D. Planning Group
Financial Planner
“To laugh often and much; to win the respect of intelligent people and the affection of children; to earn the appreciation of honest critics and endure the betrayal of false friends; to appreciate beauty, to find the best in others; to leave the world a bit better, whether by a healthy child, a garden, a redeemed social condition; to know even one life has breathed easier because you have lived. This is to have succeeded.” – Ralph Waldo Emerson - Jamie Roths
Fee-Only financial planner located in Knoxville, TN serving clients locally and across the country
Jamie Roths is a Knoxville, TN fee-only financial advisor serving clients locally and across the country. S.E.E.D. Planning Group provides comprehensive financial planning, investment management, tax planning, and retirement plans to help individuals, families, business owners, and nonprofits organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jamie Roths is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jamie Roths is a Financial Planner at S.E.E.D. Planning Group.
My commitment is to serve and elevate others towards their goals. I strive to create a focus on what means most to clients and connect that to the planning process.
I am an avid fan of the Office (but only the Michael Scott seasons) and cannot cook to save my life.
Planning Teams and Specialties
- Tax planning team
- Sprout team
We believe you should have access to high-quality financial planning regardless of how much money you have. We are not your traditional financial advisors.
Our goal is to empower you to live your best life and help you achieve your own unique definition of financial success.
We want you to have an awesome experience with real people who genuinely want you to be successful.
We are a fiduciary and we put your best interests first.
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
Contact Jamie Roths
Office Locations:
-
2030 Falling Waters Rd
Suite 180
Knoxville, TN 37922 -
31 Lewis Street
Suite 401
Binghamton, NY 13901 -
100 Elwood Davis Rd
2nd floor
Syracuse, NY 13212
