Proffitt & Goodson, Inc.

EST. AUM
$797,724,935

CONTACTS
4

CLIENT ACCOUNTS
971

Firm Details

Metro area Knoxville
CRD Number 105278
Website proffittgoodson.com
Client types

Overview

Thirty years ago, David Goodson and Jim Proffitt recognized the need for a different approach to investment advice. With David's background as a financial consultant at a national wirehouse and Jim's experience as a former banker and CPA, they were acutely aware of the limitations of a sales-driven, product-oriented investment strategy. They established ProffittGoodson to prioritize their clients' needs over firm interests, adopting a true fiduciary model that mandates acting in the best interests of clients. Since its inception, the firm has focused on creating tailored investment portfolios that align with the unique objectives and specific requirements of each client.

Platform Details

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Address

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

Proffitt & Goodson, Inc.

Platform Details

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