Solving Complex Financial Puzzles

Our team works with clients by providing portfolio analysis and developing a thorough understanding of their objectives in order to create a framework that helps them meet their financial goals. We specialize in comprehensive financial planning, which helps clients create a multifaceted approach to their wealth.

About Us

Cullman Wealth Team

When you meet with our team, we’ll provide guidance on your investments, estate planning, retirement accounts, and tax solutions. We see each piece of the financial picture as a puzzle, one that needs an adept mind with years of experience to solve correctly.

If you’ve worked with a financial advisor before, we’d love to give you a second opinion on your portfolio and current strategy. We don’t charge any fees for an initial consultation, and we’ll provide a sounding board for you as you determine your next steps. We’re intentional and dedicated to building relationships with each of our clients and their families.

Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.

Meet the Team

Learn more about each of the dedicated members of the Travis Cullman Wealth Team.

Travis Cullman, CFP®, CPFA

Wealth Advisor, RJFS

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Timothy Johnson

Financial Advisor, RJFS

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Luke Powers

Client Services Representative

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Contact Our Team

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Our Location

136 Concord Road
Knoxville, TN 37934
865-686-5202

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  • 9 Tax Deductions You Didn’t Know You Could Write Off

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