Building Your Financial Plan, Together

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Looking for a personalized approach to retirement and financial planning? Our Providence Team based in West Knoxville, TN can be trusted to help.

Our Advisory Services

  • We help ensure that your portfolio remains aligned with your financial plan. We will work with you to develop a personalized investment strategy, proactively rebalance your accounts as needed, handle all of your contributions and withdrawals, and provide other essential portfolio services to meet your financial goals.

  • We believe a good awareness of your tax situation will help our advisors give better financial advice. Reviewing your personal tax returns, evaluating Roth Conversions when appropriate, and developing a tax-efficient retirement income plan are just some of the ways we bring value to our clients.

  • Whether it’s knowing how much you need to save between now and retirement, the ideal time to file for Social Security, when to enroll for your Medicare benefits, how you would pay for an extended care event, or how to generate income in retirement, our clients appreciate feeling more confident about their retirement.

  • Risk management is a critical piece of a proper financial plan. Our team will help you evaluate your current insurance policies to determine whether they are appropriate. We’ll also be able to advise when additional insurance is needed and help you ask the right questions as you evaluate insurance options.

  • We empower clients to give generously with their finances by providing tax-efficient alternatives to writing checks. We help our clients explore options like Qualified Charitable Distributions, donating appreciated securities, and leveraging charitable trusts for effective giving.

  • We assist clients in navigating the increasing education costs in Tennessee and the United States. Our services include providing information on savings and investment options, estimating future college tuition expenses, and evaluating if clients are saving appropriately for education.Item description

Advisory Services FAQs

Offered through Providence Wealth Management, LLC an independent Registered Investment Advisory Firm.

Get To Know Us

Advanced Retirement Tax Planning Insights

Hosted by our advisors, Garrett Crawford, CFP®, and Adam Reed, Retirement Tax Matters is our resource hub of video conversations and articles dedicated to helping High-Net-Worth Retirees navigate complex tax issues in retirement.
Explore the Resources

More About Providence

  • Paul Cochran started what is now known as Providence Advisors Group, LLC in 1993 right here in Knoxville, Tennessee. We love being a part of the East Tennessee community. Here’s a short video about our history.

  • As a provider of independent financial advice, our team has the freedom to provide our clients with personalized financial advice without any obligation to recommend specific products or services. This means we can explore a wider array of options to suit our clients unique needs. Our goal is to help clients to effectively achieve their financial goals, always keeping their best interest at heart.

  • Our firm operates on a team approach, where each member brings their unique expertise to the table. This structure allows us to offer a wide range of specialized services, all under one roof in West Knoxville (or during one phone call if virtual!). From investment management to insurance planning, our clients benefit from the convenience and synergy of having various financial professionals easily available. The collaborative approach, akin to a team of specialized doctors, helps create a coordinated financial plan. The convenience of having a one-stop-shop for multiple financial needs coupled with across-the-hall collaboration can make working with our team a valuable partner in your financial journey!

  • Many of our clients find themselves in the fortunate situation of having more funds than they need. At Providence, we’re not just about helping you save and grow your wealth, but also about inspiring generosity. We help clients through various charitable giving strategies, help our clients know when they have enough and the right timing to start their increased giving plans. We enjoy being a part of our clients giving journey.

  • We understand that there's a delicate balance between advanced capabilities and user-friendly interfaces. We aim to hit that sweet spot by incorporating technology only when it enhances your experience and adds value. We believe in using tech as a tool to simplify complex financial processes, not to complicate them. This approach helps us deliver a meaningful experience to our clients, leveraging our technology to be your friend and not the enemy!

  • We understand the critical importance of client confidentiality. Your trust forms the bedrock of our relationship, and we respect it by handling your information with utmost discretion. We are not just guided by regulations, but by a commitment to your peace of mind. This respect for your privacy enables us to offer effective, personalized financial planning.

  • Teaming up with our financial advisory team means joining a partnership where we all share the same financial journey. We're more than just advisors; our commitment to the strategies we recommend is as real as yours. This shared experience cultivates trust and adds a personal touch to our professional relationship.