Scenic City Wealth is a fee-based financial advisory firm based in Chattanooga, Tennessee, serving families, professionals, executives, retirees, and business owners. Its CFP® professionals take a planning-first approach, creating a comprehensive written financial plan before making investment recommendations. The firm provides financial planning, discretionary investment management, retirement and income planning, tax and estate strategy, business-owner advisory, and employer retirement plan services.

Scenic City Wealth works to coordinate clients’ financial decisions around their goals, families, and broader circumstances. Its process includes listening to clients, building a documented plan, putting recommendations into action, and adapting the strategy as markets or life situations change. Digital tools support financial planning, retirement projections, tax analysis, and estate planning coordination, while AI-assisted features help capture meeting notes and present recommendations.

Rooted in the Chattanooga community, the firm emphasizes personal relationships and ongoing access to its advisory team. It reports serving more than 600 families and households and advising on over 40 employer-sponsored retirement plans. Scenic City Wealth offers a complimentary initial conversation for prospective clients.