THE DIFFERENCE is in the details

We have a highly experienced and credentialed team. Terry Lamb is a Wealth Management Specialist, while Tony D’Andrea, Dennis Wolfe and Austin Cone all hold the professional designations of CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Public Accountant. They are more than just titles; they represent the specialized knowledge and capabilities we bring to the table.

As a whole, our team has many decades of combined experience in the financial services industry and works together to serve your needs. We are a modern practice with cutting-edge technology, combined with good old-fashioned courtesy and hospitality – and strive to be considered one of the premier financial advisory firms in Chattanooga.

Several of our financial advisors are CPAs and have worked with clients in a wide variety of industries. Two have run a national physician practice management and business services firm, while another is highly experienced in helping business owners, CEOs and CFOs meet their objectives for having a well-designed company retirement plan. The point is, we apply more than just book knowledge to addressing your needs.

While managing your investments is undoubtedly important, the holistic financial planning we provide goes beyond your portfolio to address every essential financial matter in your life. We want to be the first people you call whenever you have a financial decision to make.

We use Goal Planning & Monitoring, a proprietary planning software from Raymond James that can help align financial decisions with your vision of retirement and other highly personalized goals. This powerful resource, used in conjunction with our deep planning experience, helps us ensure that your goals and our strategy for pursuing them are well-defined.

The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time. This image is reproduced from the Goal Planning & Monitoring financial planning software, ©PIEtech, Inc. Used with permission. All rights reserved.

Our group regularly collaborates with outside qualified tax, legal and insurance professionals who can add their knowledge and perspective to essential areas such as tax planning, estate planning and risk management.

At Round Table Advisors, we are dedicated to more personal relationships and a higher degree of attentive service, where you know you are appreciated and your needs are given the urgency they deserve. You can count on us to conduct every action with personal attention and your best interest in mind.

Through Insight Retirement Plan Consultants of Raymond James, we consult with the owners and executives of businesses and professional practices to optimize their company retirement plans. We help you check all the vital signs – administrative expenses, fiduciary compliance, investment selection and employee participation. We’ll also look to see that your plan is in compliance with Department of Labor rules, and conduct fee comparison and plan benchmarking – so you can be confident in knowing your plan is doing what it should, and what you want it do.