Carrier, Maurice & Webb Wealth Advisors

About

Fee-only, Registered Investment Advisory firm.

Story

The Tri-Cities region of East Tennessee has only one: Fee-only, Registered Investment Advisory firm run by by CFP® professionals with over 25 years’ hands-on money management experience.

CMW offers a solid foundation for client trust and superior confidence in achieving long term financial independence. We design individually tailored portfolios and provide hands-on asset management that is grounded in a partnership of shared results. Our philosophy and methods are focused on delivering market returns at less than market risk.

PLEASE NOTE:
We ask visitors to this page not to post recommendations, endorsements or reviews of their experiences with CMW Wealth Advisors, it's employees and/or services. While endorsements and positive reviews, are certainly appreciated, these are regarded by regulators as ‘testimonials’ which state and Federal law prohibits Investment Fiduciaries from posting or promoting. Instead, we offer references upon request. We reserve the right to delete comments that use profanity or otherwise vulgar language, are off topic, or are not generated by a human being.

Mission

We will provide a safe environment where clients can explore and come to recognize their particular options in order to make informed, competent decisions with confidence. Our goal is for clients to experience financial peace of mind knowing that their money is being professionally managed to support their personal vision of financial security.

Products

Products are not sold here. Instead, we offer comprehensive, fee-only services for all areas of your financial life, ranging from wealth accumulation and management to ensuring that your heirs have the tools to be responsible with the inheritance you intend for them.

Our specialty areas include:
• Young and mid-career saver/starters
• Special Issues – Widows, Women and Wealth, Financial Transitions, Divorce
• Inherited wealth
• Retirees and near-retirees
• 401k advice and Rollovers
• Business executives/Business owners
• Physicians/other Health Care providers
• Other professionals