Priscilla Birt
CFP®
The Mather Group
Wealth Advisor
Priscilla Birt
CFP®
The Mather Group
Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Priscilla Birt, CFP®
Fee-Only financial planner located in Knoxville, TN, serving clients locally and across the country
Priscilla Birt 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, Priscilla Brit is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Priscilla Birt came to The Mather Group from Resource Advisory Services, where she worked as an Associate Financial Advisor. Priscilla helps manage our valuable client relationships through developing financial plans and implementing customized, comprehensive financial solutions to meet their unique needs. She takes great joy in knowing that the advice she can offer, and the steps clients can take now, will help set them up for healthier financial lives down the road. Priscilla graduated with a Bachelor’s degree in Finance from the Lubbock Christian University. She also holds a Master of Science degree in Personal Financial Planning from Texas Tech University.
Priscilla Birt 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
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Priscilla Birt is a NAPFA Associate MemberThe 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.
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Priscilla Birt is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Priscilla Birt
Office Locations:
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2095 Lakeside Centre Way
Suite 105
Knoxville, TN 37922
