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NBZ Investment Advisors, LLC

EST. AUM
$431,161,080

CONTACTS

CLIENT ACCOUNTS
529

Firm Details

Metro area Knoxville
CRD Number 123902
Website nbzinvest.com
Client types

Overview

NBZ Investment Advisors, LLC is an independent, fee-only registered investment adviser (RIA) headquartered in Knoxville, Tennessee. The firm is closely affiliated with the CPA firm Novinger Ball & Zivi, P.C., allowing for a highly integrated approach that combines a client's "tax life and investment life". Operating as a fiduciary, the firm specializes in comprehensive financial planning and discretionary portfolio management for high-net-worth families, entrepreneurs, and retirement plans. Their investment philosophy is evidence-based and risk-aware, emphasizing low-cost, globally diversified portfolios while explicitly avoiding market timing and speculative stock picking. They utilize a disciplined asset allocation framework primarily through institutional-class mutual funds and a growing selection of specialized ETFs.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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