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Comprehensive Financial Strategies

EST. AUM
$100,000,000

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Firm Details

Metro area Knoxville
CRD Number
Website advisorforlife.com
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Overview

Comprehensive Financial Strategies is an independent financial advisory practice based in Sevierville, Tennessee, operated by Andrew R. Wallace, CFP®. The firm specializes in 401(k) plan consulting and personal financial planning, with a client-centric 'You First' approach that prioritizes listening before advising. As an independent advisor, the practice is affiliated with Silver Oak Securities, Inc., a FINRA and SIPC member broker-dealer and SEC-registered investment advisory firm, enabling access to a broad range of investment products without incentives to sell proprietary solutions. The firm serves individual clients across life transitions, including retirement planning, estate strategies, insurance, and tax planning. The practice also maintains offices in Knoxville, TN and Atlanta, GA, extending its geographic reach across the Southeast.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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