PYA Waltman Capital, LLC - Knoxville
At PYA Waltman, our committed team of professional financial planners provides our clients with comprehensive financial management services that tailors to their needs and path towards success. We pride ourselves in our stewardship, knowledge, and reliability in all aspects of financial planning, investment management, and retirement planning.Phone: 865-693-6301Fax: 865-693-6302 Website: http://www.pyawaltman.com
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Business Operation Hours
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Monday
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8:00 AM to 5:00 PM
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Tuesday
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8:00 AM to
5:00 PM
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Wednesday
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8:00 AM to 5:00 PM
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Thursday
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8:00 AM to 5:00 PM
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Friday
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8:00 AM to 5:00 PM
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Saturday
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Closed
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Sunday
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Closed
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Additional Information
The core of our investment philosophy is the belief that: 1) risk is the possibility that goals go unmet, and 2) the primary source of risk is paying prices which are too high. In order to minimize risk, we focus on investing in assets which we believe are undervalued and avoid ones which are expensive.
We make an estimate of value using fundamental analysis whether analyzing a stock, bond or entire market, and use that assessment to guide our buying, selling and asset allocation decisions.Each client’s needs are individually evaluated and provided with tailored solutions. Here’s a quick look at our Investment Process.
Product and Services
Financial planning, financial goals, social security guidance, estate planning, retirement transition planning, income projections, small business retirement planning, financial advisor, investment advisor
Your time is precious and you have a limited number of hours in the day. Partnering with a financial planner brings both an outside perspective and an accountability partner into the process of managing your financial life.
Our clients don’t see us as the money police, but rather as a partner to walk alongside them and provide support as they progress toward their goals. The relationships we build allow us to understand the core of who our clients are, thereby allowing us to provide tailored and personal guidance.
Languages Spoken
English
Payment Options
Cash,Check
Year Established
2005
