Heritage Investors, LLC
Justin Goodbread, CFP® is an entrepreneur and a family man as well as an outstanding financial planner. He started his first business at 16; a landscaping business that grew into a partnership.
In 2009 Justin founded Heritage Investors, where he helps individuals, businesses, and nonprofits attain their financial goals. Besides being a CERTIFIED FINANCIAL PLANNER™, Justin holds Series 7 and Series 66 licenses, qualifying him as a securities agent and an investment advisor representative. He holds an Associate’s degree in horticulture from Abraham Baldwin Agricultural College and a Bachelor’s degree in business management from the University of Phoenix.
When he is not working or puttering in his huge vegetable garden, Justin spends time with his wife, Emily, and his children, Savannah, Justus, and Jude. He is a member of Oak Ridge Baptist Church in Oak Ridge, Tennessee.
Additionally, Justin and his family love the outdoors. They like camping, hunting, fishing, hiking, and traveling. Justin has successfully survived (yes, I mean survived) several 1/2 iron-mans, marathons, and other endurance events.
Justin is also editor in chief of the popular blog financiallysimple.com. He started this blog in 2014. Justin personally feels that there is a void of financial information for the entrepreneur. His CFP® and years of starting, running and selling business give him a unique insight into the struggles small business owners face and the blog about various topics concerning financial struggles of business owners.
Heritage Investors is a comprehensive wealth management firm based in Knoxville, Tennessee that handles a wide array of financial planning services. Our strategy is to take a holistic approach to help our clients meet their financial planning goals. We’re an exclusive firm that takes a hands-on approach when it comes to wealth management.
Assets Under Management:
Heritage Investors, LLC is an independent firm with securities offered through Summit Brokerage Services, Inc., Member FINRA, SIPC. Advisory services offered through Summit Financial Group Inc., a Registered Investment Advisor.
The Representative associated with this site is registered to conduct business in the following states: TN, GA, FL, VA, WV, OK, MI, NC, TX, NV, OR
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.
This material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.
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