Heritage Investors, LLC., recently moved its location from Turkey Creek to 10641 Deerbrook Drive, just off Lovell Road, near Farragut.
“With all of the growth occurring within our team, we moved from our prior location on Parkside Drive in January 2020 to better accommodate our growing team and enhance the service we provide our clients,” said April Damron, Public Relations coordinator with Heritage Investors, LLC.
The company has been operating since 2009 and has been a Farragut West Knox Chamber of Commerce member since September 2019.
Since 2009, Damron said, “We have grown our team to include highly qualified individuals in the fields of financial planning, business growth, operations and marketing.
“Throughout this time we have continued to enhance the level of service we provide to our business owners with an individualized, business owner-centered approach, she added.
“Although we have a small number of personal financial clients, most of our clients are business owners who see their business and personal finances as heavily linked. We work with both aspects to increase a client’s net worth.
Heritage Investors and Heritage Business Advisor are “unique because our advisors have been in that exact position, and they were able to change and/or create processes in order the see new results,” Damron said.
“Our team takes a holistic approach — each client’s organization is different, each set of customers are different — and so our team takes the time to address each client individually with potential solutions and action plans to make measurable change in their company,” she added.
“Heritage Investors, LLC., also is unique because we personalize our approach for wealth growth to business owners by business owners. Within our team, we have both past and present business owners.”
Damron said Heritage Investors, LLC., recently restructured and has “applied the value growth method — a concept we teach our clients — and have seen exponential growth.
“In the last 24 months we have more than doubled our number of team members and moved locations to accommodate the growing number of clients and staff,” she said.
“We are thrilled about the growth we are continuing to experience,” she added.
Justin Goodbread, CFP CEPA, CVGA, owner and CEO of Heritage Investors, created Heritage Investors, Heritage Business Advisor and Financially Simple “with the vision to help business owners grow their most valuable asset, the business,” Damron said. “The education and personalized services Justin and his team provide are centered under one singular goal: to set business owners up for success in their future goals.
“Justin uses several platforms to educate business owners, including his book ‘The Ultimate Sale,’ as host of a podcast, ‘Financially Simple,’ and as a keynote speaker,” she added.
“Justin is set to release his second book, ‘Your baby’s Ugly,’ in early 2021 and produces podcast episodes released every Tuesday and Thursday.”
Heritage Investors’s office is open from 8:30 a.m. to 5 p.m., Monday through Friday, and closed weekends.
To schedule with Heritage Investor’s team, visit https://heritageinvestor.com/schedule-a-meeting/, connect through social media via @FinancaillySimple or @Justingoodbread, or call the office at 865-690-1155.