At Sapiat, we believe anyone can become financially secure if you commit to the right process. Learn how our fiduciary, fee-only financial advisors in Greeneville, TN can help you achieve true financial freedom. With the right plan and enough discipline, financial independence is within reach. We help you get there with our unique personalized process, including financial planning, investment management and ongoing support.
Located in Greeneville, Tennessee we are the only fee-only financial advisory firm in Greene County. We're free of the conflicts of interest so common on Wall Street. That means no commissions and no sales pressure. Instead, we offer only good advice that's in your best interest. Download our complimentary guide that outlines five easy steps to get you on the road to financial independence.
Located in Greeneville, Tennessee we are the only fee-only financial advisory firm in Greene County. We're free of the conflicts of interest so common on Wall Street. That means no commissions and no sales pressure. Instead, we offer only good advice that's in your best interest. Download our complimentary guide that outlines five easy steps to get you on the road to financial independence.
Services
At Sapiat, we're here for a bigger purpose: to help you achieve financial independence. We take pride in our work and processes. We promise to listen as much as we talk, and we excel at explaining things in plain English (no jargon). Donna is a talented Entrepreneur and Executive with over 25 years of experience as a successful business owner.
Few people reach true financial freedom, primarily because of the lack of consistent planning and disciplined execution. At Sapiat, we provide services designed specifically to help you achieve your goals. Instead, we act as your fiduciary, always doing what's best for you. Additionally, as an independent firm, we are completely product and brand-neutral in all things.
With financial advisory firms, bigger is not necessarily better. Why? The big brand name firms usually spend millions of dollars to make them seem trustworthy and customer-oriented. The advisors that work for these firms usually do not act as your fiduciary, meaning they don't legally have to put your interests first.
In today's world, even people with good incomes and savings often find themselves mired down in perpetual financial stress. Maybe the cause is high taxes, too much debt, or simply all the expenses that go along with an active family life. Or maybe you were doing great, and then the 2008 financial crisis came along and hit your stocks or real estate.
Because money isn't everything. We know that accomplishing your goals and living your dreams is really what you're after, not just achieving a certain number. Of course, a plan in itself won't accomplish anything if it sits on a shelf and collects dust. Action and follow-through are what changes lives.
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