Plan sponsors are required by ERISA to provide an investment lineup for participants that has been prudently selected and monitored to minimize and control

Acumen focuses on protecting client capital and growing assets long-term with a quality-first investment approach.

The Fed kept rates unchanged at the 3.50%-3.75% target, as expected, with a unanimous 12-0 vote. However, the Treasury flipped from an implied cut this year

Acumen addresses market volatility linked to the conflict with Iran and potential disruptions in the Strait of Hormuz.

AI-related stocks have come under pressure after several industry leaders discussed slowing the development of the most advanced AI models to allow for

Acumen Wealth Advisors believes client success begins with strong team members.

Acumen supports the Paul A. McDaniel Boulé Scholarship Golf Classic, raising funds for four-year scholarships.

Acumen sponsors the Paul A. McDaniel Boulé Scholarship Golf Classic, supporting four-year scholarships.

Julie Weddle was promoted to Wealth Advisor at Acumen.

Luke joined Acumen’s Portfolio Management Committee as an Investment Analyst Intern from Rollins College of Business.

As a fiduciary, Acumen Wealth Advisors adheres to the highest standard of responsibility to clients.

Retirement plan fees are complicated. Between administration, investment management, recordkeeping, consulting, revenue sharing, sub-TA and 12b-1, it isn’t

Congratulations to Michael Albertson, Investment Analyst and Trader at Acumen, on passing one of the most rigorous credentialing exams in the financial

Jerome You shares views on personal growth, leadership, learning, resilience, and Acumen’s client-first approach.

Katie Sneed passed the Series 65 exam, also known as the Uniform Investment Adviser Law Examination.

Julie Weddle discusses her career, learning, and enjoyment of working at Acumen.

Investing intentionally is about making deliberate financial decisions with a clear purpose and strategy. At Acumen, this approach goes beyond portfolio

Acumen Wealth Advisors supports local communities through charitable giving, volunteer efforts, partnerships, and outreach.

The CFA consists of three levels of exams including an extensive amount of studying over a course of several years. Each exam typically requires candidates

Acumen Wealth Advisors is a fiduciary wealth management firm in Chattanooga, with in-house tax, estate, investment and business specialists on one team.

The page provides updates on economic conditions and Acumen’s investment strategies.

The company offers personalized financial planning, investment management, tax strategies, and retirement advice to help clients protect their legacy and grow their wealth.

Acumen Wealth Advisors, LLC is a Registered Investment Adviser. This website is solely for informational purposes. Advisory services are only offered to