The Plan Is Yours.
The Work Is Ours.

Your best years shouldn’t be spent worrying about your finances. We handle the planning, the portfolio decisions, and everything in between - so you can spend your time doing what you love.

Schedule a Conversation → See How We Manage Portfolios
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Team Photo

Your wealth deserves
a team of advisors who know your whole story.

Standard advice often falls short for those with more complex financial lives - and software alone can’t feel the weight of that complexity. We understand that your financial decisions are deeply personal, tied to your family, your work, and what you want your life to look like.

We take a planning-first approach. Before we make a single investment decision, we build a comprehensive written plan that drives every recommendation. Then we manage your investments on a discretionary basis, making proactive decisions aligned with that plan, so you’re never waiting on us to act.

“The most valuable thing we give our clients isn’t a return. It’s the confidence that comes from knowing a real person - someone who knows your name, your goals, and your full financial picture - is actively in your corner.”

Meet Our Team
$170M+
Assets managed for our clients
600+
Families and households served
40+
Employer-sponsored retirement plans
CFP®
CERTIFIED FINANCIAL PLANNER™ on your team

Statistics as of Q1 2026. Updated quarterly.

Who We Serve

You’ve Built Something
Worth Protecting.

Our clients want more than investment allocation, they want a team that coordinates the entire financial picture and manages their portfolio on their behalf.

Pre-Retirees and Retirees
Pre-Retirees & Retirees

You’ve accumulated significant assets and now need a team to manage those investments, design tax-efficient income, and ensure your financial plan sustains the retirement you’ve earned.
Executives and Professionals
Executives & Professionals

RSUs, deferred comp, concentrated positions, and a 401(k) you haven’t thought about in years, we untangle the complexity and actively manage it all under one coordinated strategy.
High-Net-Worth Families
High-Net-Worth Families

When you have multiple accounts, multiple goals, and multiple generations to think about, you need a team that manages the investments and coordinates the entire picture, not just pieces of it.
Employer Retirement Plans
Employer Retirement Plans

With 40+ employer-sponsored plans under advisory, we help business owners design, manage, and optimize 401(k), profit sharing, and cash balance plans that work for the whole team.
How We Work

A Planning-First Process.
A Personal Partnership.

01
Discover

We start by listening - really listening. Your goals, your family, what keeps you up at night. AI-assisted notes capture every detail so nothing gets lost, and every conversation builds on the one before it.

02
Build Your Plan

We build a written plan with clear, documented recommendations covering investments, retirement income, tax strategy, protection, and estate planning. Your plan then lives digitally in Right Capital - accessible anywhere, any time - so you always have a clear picture of where you stand.

03
Implement & Evolve

We put the plan in motion and stay with you. Markets change. Life changes. When uncertainty hits, you already have an advisor who knows your full story - not someone reading your file for the first time.

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RC
Right Capital
Your plan lives here digitally - accessible anywhere, any time. Right Capital hosts your complete financial plan, retirement projections, and scenario modeling so you can always see how decisions affect your future.
HP
Holistiplan
Advanced tax analysis, Roth conversion modeling, and multi-year tax projection reports built into every plan.
W
Wealth.com
Estate planning documents and trust coordination, integrated alongside your financial plan rather than handled separately.
AI
AI-Assisted Advisory
We build the strategy. AI helps us capture meeting notes, present recommendations clearly, and illustrate the advantages of each plan - so every meeting is productive and every decision is well-documented.
Rooted Here

Proudly Serving
Chattanooga Since Day One

We’re not a national firm with a local satellite office. We live here, raise our families here, and understand this community because we’re part of it.

Let’s Meet →

“Our clients aren’t account numbers. They’re neighbors, friends, and people we see at our kids’ school, the ballpark, and the golf club. That relationship changes everything about how we serve them.”

The Team

People Who Know
Your Name, and Your Goals

Meet the Full Team →
Robert Rem Cooper
View Bio →
Robert “Rem” Cooper
Managing Partner & Wealth Manager
RICP®
Darrin Wall
View Bio →
Darrin Wall
Managing Partner & Wealth Manager
CFP®
Liz Topping
View Bio →
Liz Topping
Chief Operating Officer & Wealth Manager
Heather Sliter
View Bio →
Heather Sliter
Office Manager
Licensed Notary Public
Independent & Client-First Every client works with our full team of advisors - every call, every meeting.
Planning-First Approach Your plan drives every investment decision
Discretionary Management We manage your portfolio so you don’t have to
Take the First Step

Ready to Simplify
& Take Back Your Time?

Your first conversation is complimentary. We’ll walk you through our planning-first approach and show you exactly how we’d manage your investments, no obligation, no sales pitch.

Schedule a Complimentary Review →
Call (423) 498-5999 Text (423) 498-5999
Credentials & Designations

Held to a Higher Standard

Our designations aren’t just letters after a name - they represent rigorous coursework, ongoing ethics requirements, and a legal obligation to act in your best interest.

CFP®
Certified Financial Planner™

The CFP® designation is widely recognized as the gold standard in financial planning - requiring 6,000 hours of experience, a rigorous exam, and ongoing ethics education.

RICP®
Retirement Income Certified Professional®

Earned through The American College, the RICP® designation focuses on strategies for sustainable income throughout retirement - Social Security, distributions, longevity risk, and more.