What departments does Blue Ridge Wealth Planners have?

Blue Ridge Wealth Planners has employees across 1 departments including Finance.

What is the largest department at Blue Ridge Wealth Planners?

The largest department at Blue Ridge Wealth Planners is Finance with 1 employees.

Where are Blue Ridge Wealth Planners employees located globally?

Blue Ridge Wealth Planners has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Blue Ridge Wealth Planners's team size changed over time?

Blue Ridge Wealth Planners's team has grown from approximately 14 to 16 employees based on available data.

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Blue Ridge Wealth Planners Employee Directory

Financial ServicesTennessee, United States11-50 Employees

Blue Ridge Wealth Planners is a financial services firm based in Knoxville, East Tennessee. It provides investment advisory services through its SEC-registered adviser, a structure whose registration does not guarantee a particular level of skill. Its stated mission is to support retirees and pre-retirees in East Tennessee and beyond in pursuing financially confident and fulfilling lifestyles.

A notable development in May 2024 involved a reported acquisition related to the firm and TSC 401K. The organization operates as a small to mid-sized advisory practice serving individuals seeking retirement guidance.

Blue Ridge Wealth Planners Global Highlights

North America
19

United States Of America
19

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Blue Ridge Wealth Planners's Leadership

B. H.
Client Relations
Mobile Phone
Email
K. R.
Client Relationship Specialist
Mobile Phone
Email
J. B.
Client Relations
Mobile Phone
Email
J. V.
Investment Advisor Representative
Mobile Phone
Email

Blue Ridge Wealth Planners Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Education
Finance
Sales
Other
Accounting

Contact profiles from Blue Ridge Wealth Planners

Name

Title

Contact Info

Location

Last Update

B. H.
Client Relations
Mobile Phone
Email
Jun 28, 2026
K. R.
Client Relationship Specialist
Mobile Phone
Email
May 30, 2026
J. B.
Client Relations
Mobile Phone
Email
Oct 22, 2024
J. V.
Investment Advisor Representative
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is Blue Ridge Wealth Planners known for?

Blue Ridge Wealth Planners was founded in 2004 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-865-392-****

. Explore Blue Ridge Wealth Planners's company overview page for more information.

What is Blue Ridge Wealth Planners's most common email format?

Blue Ridge Wealth Planners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Blue Ridge Wealth Planners email formats with LeadIQ.

How many employees does Blue Ridge Wealth Planners have currently?

Blue Ridge Wealth Planners has approximately 11 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Blue Ridge Wealth Planners's key employees and leadership?

As of July 2026, Blue Ridge Wealth Planners's key employees include:

Client Relations: B. H.
Client Relationship Specialist: K. R.
Client Relations: J. B.
Investment Advisor Representative: J. V.

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Blue Ridge Wealth Planners Employee Directory

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