Christopher Peterson (CFP®)

Planning Specialties

  • Business owners 
  • Retirement plan services
  • Young professionals with families
  • Ongoing financial planning
  • Ongoing investment management
  • Tax planning and coordination with CPA
  • Estate planning and coordination with attorney



Additional Information

Being a financial planner, I enjoy working with great people who appreciate the true value of my services. I want you to be confident that my only incentive is to do what is in your best interest. I adhere at all times to the highest fiduciary standard of care and strive to earn your trust through transparent processes and honest communication. My fee-only compensation model means there are no commissions, kickbacks  or incentives to use one product over another. My clients value this transparent, unbiased approach and I value their continued loyalty.

Visit to see how our customized approach might be right for you.

RIA Established in 2008

NAPFA Start Date

July 24, 2020


This Office

186 Highway 70 E Crossville, TN 38555-9712 Phone: (931) 337-1458