Don VanLandingham (CPA/PFS)

Don VanLandingham focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

   My goal is to connect with clients who are looking for integrity, experience and service from their advisor relationship. I own a fee-only wealth management firm that moves beyond typical retirement planning and investment management services to determine our clients' long-term plans, dreams and desire for lasting significance. I help my clients identify and achieve their goals through a process called Values-Based Financial Planning(TM). Beginning with a complete financial plan, my purpose is to work to help clients experience success in all areas of their lives. With my CPA background, tax planning is a primary focus of my advice and includes managing estate-based risks. When working on wealth management solutions I often team up with one or more of the finest legal and accounting firms and other third-party service providers available. This process ensures that clients receive transparent and comprehensive advice that adheres to their long-term goals without the conflict of segmented counsel and recommendations.

Additional Information

   I believe in the the fiduciary standard of practice and my goal is to provide unbiased and impartial advice. My objective is to provide information and recommendatins that are always in the best interest of the client. As a CPA since 1982, I fully understand and embrace the role of "trusted advisor." My specific interest in financial planning led me to acquire my PFS (Personal Financial Specialist) designation in 1994. Life-coaching is a integral part of my advisory process.

NAPFA Start Date

October 11, 2001


This Office

6151 Shallowford Rd Ste 102 Chattanooga, TN 37421-7803 Phone: (423) 510-0409 Fax: (423) 510-0868