Blue Ridge Wealth

Whether it's more rounds of golf or more time with those grandkids, we're here to develop and implement the best plan for the lifestyle YOU want.

Whether it's more rounds of golf or more time with those grandkids, we're here to develop and implement the best plan for the lifestyle YOU want.

Meet The Team - Josh Bigwood

Good afternoon! In this week's Meet The Team we introduce Josh Bigwood of the Operations Team!

For more information, call now or visit our website: https://blueridgewealth.com

Lunch & Learn Live Stream: Investments 101

Rules of Retirement - Ep. 10: Understanding RMDs

This week's Rules of Retirement delivers a better understanding of RMDs and what that means before and when you turn 70 1/2 years old.

For more information, call now or visit our website: https://blueridgewealth.com

Upcoming Event - Lunch & Learn: Investments 101

This Friday we'll be holding our next Lunch & Learn Live Stream for our class: Investments 101! Feel free to comment below or during the Live Stream with any questions you may have and we'll make sure they get answered. See you then!

For more information, call now or visit our website: https://blueridgewealth.com

Meet The Team - Zach Hill

In this week's Meet The Team we introduce Zach Hill, our Operations Team Lead!

For more information, call now or visit our website: https://blueridgewealth.com

This Sunday we celebrate Father's Day and what that means collectively as well as what it means for us all individually. Our fathers have put in the hard work to shape us in many ways and for that we show our respect and admiration. Happy Father's Day to all the fathers out there and to the fathers here at Blue Ridge: Bill, Bob, and John!

Rules of Retirement - Ep. 9: Roth IRAs

Join us this week as John enlightens us about Roth IRAs!

For more information, call now or visit our website: https://blueridgewealth.com

Meet The Team - Jeannie Bullard

This week we're pleased to introduce Jeannie Bullard of the Administrative Team!

For more information, call now or visit our website: https://blueridgewealth.com

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Attend an Event | Blue Ridge Wealth Planners

Medicare Options: Are You Ready For 65?

Age 65 is a critical time in your life. Medicare can be complicated because there are many different supplements and plans to choose from, and you may get the best rate by choosing sooner rather than later. Join us on June 20th or June 27th at Ruth's Chris of Knoxville to discuss the best option for you.

Seating is limited. To register now, call or visit https://blueridgewealth.com/attend-an-event/

blueridgewealth.com

Rules of Retirement - Ep. 8: The 4% Rule

For this week's Rules of Retirement, John explains The 4% Rule and if it's something you should be interested in applying to your retirement plan.

For more information, call now or visit our website: https://blueridgewealth.com

Meet The Team - Grant Goins

This week we introduce our summer intern for the Operations Team, Grant Goins!

For more information, call now or visit our website: https://blueridgewealth.com

Upcoming Event - Lunch & Learn - How To: Facebook For Beginners

Join us on June 5th with Tech Ed 4 All and learn more about the ins and outs of facebook to better suit your accessibility and ease on the platform!
Seating is limited so register now at our website or by clicking the link below!
https://blueridgewealth.com/event/how-to-facebook-for-beginners/

Rules of Retirement - Ep. 7: The Impact of A Loss

In this week's Rules of Retirement, John goes over the impact of a loss on a stock market portfolio.

For more information, call now or visit our website: https://blueridgewealth.com

[05/24/19]   If you've ever wondered what to expect from one of our seminars, here's the video to watch and find out!

For more information, call now or visit our website: https://blueridgewealth.com

Rules of Retirement - Ep. 6: Identifying Risk

This week's Rules of Retirement focuses on the idea of identifying risks that you Want to take and not necessarily risks that you Have to take.

For more information, call now or visit our website: https://blueridgewealth.com

Meet The Team - Elli Edwards

This week's Meet The Team features Elli Edwards of the Administrative Team!

For more information, call now or visit our website: https://blueridgewealth.com

Lunch & Learn Live Stream: Annuities 101

Rules of Retirement - Ep. 5: How Much Do You Need?

A simple question to ask but a difficult question to answer: How much income do you need? John elaborates more on this question in this week's Rules of Retirement!

For more information, call now or visit our website: https://blueridgewealth.com

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Lunch & Learn | Annuities 101 | Blue Ridge Wealth Planners

Did you know there are several types of annuities? Each one has a completely different purpose but most people only know about a few! On May 17th we'll be holding a Live Stream Event where you can watch our Annuities 101 Lunch & Learn from the comfort of your own home. Tune in at 11:00 AM this Friday!

blueridgewealth.com Did you know there are several types of annuities? Each one has a completely different purpose but most people only know about a few! Come find out more.

Meet The Team - Annie Sandlin

This week's episode of Meet The Team features our Administrative Team Lead, Annie Sandlin!

For more information, call now or visit our website: https://blueridgewealth.com

This Sunday is a celebration of motherhood and all the care and love that comes with it! We honor you today with gratefulness and appreciation. The same goes for the mothers here at Blue Ridge. Happy Mother's Day to all the mothers out there and to Jeannie, Robin, and Ashley!

Rules of Retirement - Ep. 4: Indexed Annuities

This week's Rules of Retirement talks about indexed annuities and their positive effect on the safety of your investments.

For more information, call now or visit our website: https://blueridgewealth.com

Meet The Team - Olivia Mitchell

This week's episode of Meet The Team features Olivia Mitchell of the Administrative Team!

For more information, call now or visit our website: https://blueridgewealth.com

A lot can change over the course of fifty years. Retirement is no exception to that rule. While the age of retirement has fluctuated, the life expectancy and cost of living have perpetually been on the rise. However, with that, so has the cost to retire. We've laid it out for you below. The information for 2019's cost to retire may worry you but with proper planning it can still be easy.

For more information, call now or visit our website: https://blueridgewealth.com

Rules of Retirement - Ep. 3: Tax Brackets & Deductions

This week's Rules of Retirement touches on tax deductions and what kind of opportunities can arise now in comparison to how taxes were in the past. Hint: It's way better now!

For more information, call now or visit our website: https://blueridgewealth.com

Lunch & Learn Live Stream: Gardening 101

Master Gardener Neal Denton teaches us how to plant our own vegetable gardens and the many rules to follow in the process.

Meet The Team - Kristian Buckner

Many people want to know more about a company other than simply What that company does. So we decided to give everyone some insight on the Who of Blue Ridge Wealth.
Introducing our second Blue Ridge Wealth series, Meet The Team. In this series you'll get to learn a little more about each and every one of us at the office from Knoxville to Chattanooga! Today we introduce a member from our Operations Team, Kristian Buckner.

For more information, call now or visit our website: https://blueridgewealth.com

blueridgewealth.com

Retirement Planning Seminar | Blue Ridge Wealth Planners

Steak, steak, and more steak! If you don't like steak, there are other options! 😁
On May 2nd and 7th we're going to be having a great time at Fleming's of Knoxville feasting and teaching. Come meet us and learn more about how to make your retirement safe, easy, and exactly how you imagined it.

Seating is limited so Click The Image or Register at: https://blueridgewealth.com/event/seminar-2019-05-07/

blueridgewealth.com Come learn how to address the common financial concerns that individuals and families face in retirement. Such concerns include how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. Attend one of our seminars to learn how addressing these co...

Rules of Retirement - Ep. 2: Tax Impact on Income

Welcome back to another episode of our weekly series Rules of Retirement! John Vandergriff discusses the impact that taxes can have on your income and 401k over a period of time.

For more information, call now or visit our website: https://blueridgewealth.com

Photos from Blue Ridge Wealth's post

Our next Lunch & Learn features Master Gardener, Neal Denton, who will walk us through a beginner's guide on how to grow your own vegetable garden!
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Register at the link below!
https://blueridgewealth.com/event/gardening-101/

We'll be open tomorrow on Good Friday so stop by and say hello! This is a very special time of the year so we want to wish you all a very Good Friday and a wonderfully Happy Easter! 🐰

Rules of Retirement - Ep. 1: Bonds

We're proud to introduce a new video series: Rules of Retirement!
In today's episode Bob Fugate will explain how it's possible to lose money on bonds when interest rates rise!
People often invest in bonds for safety, but if you have an unexpected need to pull out before maturity they can create the same devastating losses as stocks.

For more information, call now or visit our website: https://blueridgewealth.com

blueridgewealth.com

Retirement Planning Seminar | Blue Ridge Wealth Planners

The stock market is unpredictable. Is your retirement? Join us April 23rd in Knoxville, TN at Ruth's Chris for a free meal and to learn how to prepare to keep your finances safe!
Register at the link below:
https://blueridgewealth.com/event/seminar-2019-04-23/

blueridgewealth.com Come learn how to address the common financial concerns that individuals and families face in retirement. Such concerns include how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. Attend one of our seminars to learn how addressing these co...

The Best Path For Your Retirement - Radio Show

We all come up with our own personal plan for how to retire and the goals we want to achieve, even if we're unsure if it's the right path. John teaches us that the path we choose for our retirement might not be the only path to get there successfully.

We can discover the best path for your retirement.
Call now or visit our website for more information: https://blueridgewealth.com

blueridgewealth.com

Lunch & Learn | Quarter 2 Review | Blue Ridge Wealth Planners

Join us on April 12 for our Quarter 2 Review where John Vandergriff will be discussing the current economic state of the world for the 2nd quarter of 2019. He'll being showing us what is and isn't working in the stock market and how to prepare to keep your finances safe. Register by clicking the image below!

https://blueridgewealth.com/event/lunch-learn-3/

blueridgewealth.com Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship

About Us

Everyone and everything has a beginning. Here we share some insight into the beginnings of Bob Fugate's path to creating Blue Ridge Wealth and the born philosophies that drive us all towards creating a better retirement for you.

Call now or visit our new website for more information: https://blueridgewealth.com

Support and acceptance is one of our biggest values here at Blue Ridge Wealth. Everyone is welcome. Everyone is family! 🧩 #LightItUpBlue

#WorldAutismAwarenessDay is about showing support for increasing understanding & acceptance of people with autism and creating a more inclusive world. Take the #LightItUpBlue pledge: http://bit.ly/FBpledge

blueridgewealth.com

Blue Ridge Wealth

Check out our new website where you can find all our upcoming events!

https://blueridgewealth.com/

blueridgewealth.com Our mission is to empower retirees and pre-retirees in East Tennessee and beyond to lead fulfilling and financially confident lifestyles.

Blue Ridge Wealth

Be sure to catch John Vandergriff on the air this weekend! He's got a lot of great topics in store for you! Don't let this one pass you by. Make sure to Plan for Everything! 🎙📻
Saturdays at 11am and Sundays at 9am on NewsTalk 98.7 in Knoxville and also Saturdays at 8am on News Radio WGOW 1150 AM in Chattanooga!

Fun Fact! Did you know that we record and host a Radio Show at the Blue Ridge office every week?
Tune into Plan For Everything with John Vandergriff, Saturdays at 11am and Sundays at 9am on NewsTalk 98.7 in Knoxville and also Saturdays at 8am on News Radio WGOW 1150 AM in Chattanooga! This weekend John will discuss how managing investments while you're working is different from managing investments once you're retired.

Last week we held a Lunch and Learn focused on Alzheimer's awareness and brain health! We had the wonderful Amanda Armstrong from Alzheimer's Tennessee as our speaker and had a great time learning and understanding Alzheimer's and good ways to keep our brains healthy.
Stay tuned or check our Lunch and Learn schedule below for more information on our upcoming events!

We are constantly inspired by our teams' work ethic and passion for serving our clients and the community.
So we decided to take the team out to Main Event in Knoxville last week for an afternoon of team building. You're never too old to have fun - so that's exactly what we did!

This coming Sunday we celebrate Saint Patrick's Day! Be sure to wear green, adorn yourselves with shamrocks, appreciate Irish heritage and the patron saint himself, and stay safe going out! ☘️

February was American Heart Month, so we decided to take things one step further and offer a CPR/AED training class for our staff and clients. The likelihood of survival doubles when someone is able to utilize an AED machine.
Major shout out to certified trainer, Fred Hayward, and his lovely wife Claudia for making it possible for us to host these classes at our headquarters! ❤️

Travis Bigwood and The Lonesome Doves

Happy Birthday to a very talented member of the Blue Ridge family, Travis Bigwood! Travis never stops working hard to push himself to new heights. This shows in his work and his music! Let's give a round of birthday wishes for Travis and lend some support by checking out his latest music video!

Join us in this beautiful Cathedral in Downtown Knoxville as we share with you our cover of Bob Dylan's "Oh, Sister!"

Happy International Women's Day!
Today we celebrate all of the limits that have been overcome and the achievements women have made throughout history.
At Blue Ridge Wealth we pledge to prioritize #BalanceForBetter to continue moving towards a future built with equality. We ALL have a part to play in creating the world in which we want to live.

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Videos (show all)

Meet The Team - Josh Bigwood
Lunch & Learn Live Stream: Investments 101
Upcoming Event - Lunch & Learn: Investments 101
Meet The Team - Zach Hill
Rules of Retirement - Ep. 10: Understanding RMDs
Rules of Retirement - Ep. 9: Roth IRAs
Rules of Retirement - Ep. 8: The 4% Rule
Meet The Team - Jeannie Bullard
Upcoming Event - Lunch & Learn - How To: Facebook For Beginners
Meet The Team - Grant Goins
Rules of Retirement - Ep. 7: The Impact of A Loss

Location

Telephone

Address


9725 Cogdill Rd, Ste 101
Knoxville, TN
37932

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 15:00
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Tiffany Rogers

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Knoxville Teachers Federal Credit Union Knoxville Teachers Federal Credit Union
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Fred Martin, New York Life Fred Martin, New York Life
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I am an Agent licensed to sell insurance through New York Life Insurance Company.

Tennessee Valley Group at Morgan Stanley Tennessee Valley Group at Morgan Stanley
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Finworx Finworx
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Check Into Cash Check Into Cash
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Ted West - Mortgage Loan Originator with Platinum Financial Funding Ted West - Mortgage Loan Originator with Platinum Financial Funding
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I am helping families get into their dream home or accessing their equity in their current home in Alabama or Tennessee.

Jason Crippen, NMLS 1576518 - Mortgage Investors Group, Loan Officer Jason Crippen, NMLS 1576518 - Mortgage Investors Group, Loan Officer
11201 West Point Drive, Suite 102
Knoxville, 37934

Tennessee's #1 Residential Mortgage Lender

Abacus Hive Abacus Hive
Knoxville

Accounting can be a drag, we are here to help! Stop focusing in your business and work on your business and passion. Together we can be Stronger in Numbers!

1 Auto Finance Inc. 1 Auto Finance Inc.
5624 Clinton Hwy
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