Acumen Wealth Advisors

05/28/2026

We’re proud to celebrate our 7th year supporting the Paul A. McDaniel Boulé Scholarship Golf Classic, a great day that raises essential funds for four-year scholarships for deserving young men.

Hosted by the Gamma Pi Boulé Foundation, this event continues to make a lasting impact by empowering the next generation of African American leaders through financial support, mentorship, and professional development. We’re honored to be part of this meaningful work in the Chattanooga community.

05/27/2026

We’re excited to announce Julie Weddle’s promotion to Wealth Advisor at Acumen!

Julie has consistently demonstrated strong client service, combining thoughtful attention to detail with a commitment to supporting both clients and teammates. She enjoys seeing clients feel valued, understood, and supported.

We’re grateful for Julie’s contributions and look forward to her continued success in this new role!

05/21/2026

We recently hosted a panel for a group of business owners featuring speakers Reese Veltenaar, David Wolfe, Reed Walters, and Hamp Johnston with RockPointBank.

The conversation focused on how business owners can take advantage of market cycles to optimize their financial strategies. The group also explored how different tax planning and investment approaches can be applied across changing market conditions to help generate alpha.

Thank you to everyone who joined us! We look forward to hosting more conversations like this in the future.

05/15/2026

*Update on the progress being made on our new office.*

Concrete has been poured and walls are starting to take shape!

05/14/2026

Acumen is proud to support the Gamma Pi Boulé scholarships for seven years! Since the program’s inception, more than $330,000 has been awarded through renewable scholarships to academically accomplished African American male high school seniors in Tennessee pursuing four-year college degrees.

Each year, four new young men are selected as scholarship recipients, and we’re honored to celebrate this year’s outstanding group of future leaders.

05/08/2026

We’re excited to announce Angela has joined Acumen as our new Client Experience Coordinator!

In this role, Angela will provide high level strategic support to our team. Angela has supported executive leadership in both the public and legal sectors, including roles as Assistant to the Hamilton County Mayor and as a Legal Assistant at Baker Donelson. Across her career, she has demonstrated discretion, strong follow through, exceptional organization, and the ability to manage sensitive information with the utmost professionalism.

Please join us in welcoming Angela to Acumen!

Hi, I’m Angela, and I believe the little things make the biggest difference.

05/07/2026

We’re proud to share Noah Yoshida has earned the Advanced Certificate for the Executive Assistant (ACEA®) designation after completing a week of training in Las Vegas!

This training equips Noah with skills in executive support, organization, and proactive communication all designed to strengthen how our team operates behind the scenes. For our clients, this means even greater coordination, responsiveness, and attention to detail as we continue delivering a high‑touch experience at Acumen.

We’re always investing in our people so we can continue investing in you.

04/28/2026

🌟Big things are in motion.🌟
We’re excited to share that Acumen’s new office space is officially underway!

As the build‑out progresses into fall, we’ll continue to share updates. The space is being thoughtfully designed to preserve the building’s historic character while intentionally focusing on what matters most: our clients, our team, and our partners.

04/24/2026

Acumen was proud to support Erlanger Hospital at the Believe Bash again this year! We have so many friends who are healthcare workers or serve on the board there, and they do an amazing job every single day.