Miser Wealth Partners, LLC

Miser Wealth Partners, LLC At Miser our promise is simple: strategy, integration, and accountability-measured in real savings. Never, right? That is the Miser Difference!

We reduce your taxes, protect your wealth, and preserve your legacy. We'll challenge assumptions, reveal blind spots, and deliver premium advice you need. When did your attorney, tax advisor, and investment advisor collaborate on your daily priorities? Miser Wealth Partners, LLC, is the most unique collaborative financial planning firm in the Southeast. Imagine an environment where all of your leg

al planning, tax concerns, and investments are overseen by a a team of attorneys, fiduciary advisors, and IRS-registered tax professionals. The professionals at Miser Wealth Partners, LLC are obsessed with delivering premium advice for your unique concerns.

Estate planning gives you documents. But documents alone may not be enough.If your wills, trusts, and beneficiary design...
06/03/2026

Estate planning gives you documents. But documents alone may not be enough.
If your wills, trusts, and beneficiary designations haven't been reviewed alongside your current wealth, tax exposure, retirement structure, and long-term care concerns, your plan may have gaps you don't know about.
Join Jeanne B. Miser, Estate Planning Attorney, and Derek A. Miser, Financial Advisor, for a private educational workshop designed for affluent individuals and families ages 50 to 80.
📅 Tuesday, June 16 🕛 12:00 PM to 2:00 PM 📍 205 Bridgewater Road, Knoxville, TN
Seats are limited. Click here to register: https://loom.ly/NoPDhVQ
Miser Wealth Partners, LLC 212 Village Square, Loudon, TN 37774 📞 865-281-1616 🌐 www.miserwealthpartners.com

Estate planning gives you documents. But documents alone may not be enough.If your wills, trusts, and beneficiary design...
06/02/2026

Estate planning gives you documents. But documents alone may not be enough.
If your wills, trusts, and beneficiary designations haven't been reviewed alongside your current wealth, tax exposure, retirement structure, and long-term care concerns, your plan may have gaps you don't know about.
Join Jeanne B. Miser, Estate Planning Attorney, and Derek A. Miser, Financial Advisor, for a private educational workshop designed for affluent individuals and families ages 50 to 80.
📅 Tuesday, June 16 🕛 12:00 PM to 2:00 PM 📍 205 Bridgewater Road, Knoxville, TN
Seats are limited. Click here to register: https://loom.ly/oHPpwmY
Miser Wealth Partners, LLC 212 Village Square, Loudon, TN 37774 📞 865-281-1616 🌐 www.miserwealthpartners.com

Are you making isolated decisions regarding Social Security, Medicare, and Long-term Care with advisors who never talk t...
05/22/2026

Are you making isolated decisions regarding Social Security, Medicare, and Long-term Care with advisors who never talk to one another?

https://tinyurl.com/MiserDifference2

A fortune cookie can’t predict your protection needs. Don’t leave anything to chance. Have a strategy. Miser Wealth Pa...
04/21/2026

A fortune cookie can’t predict your protection needs. Don’t leave anything to chance. Have a strategy.

Miser Wealth Partners, LLC
212 Village Square
Loudon, TN 37774
865-281-1616
www.miserwealthpartners.com

Confident about your retirement plan? Help secure your financial future by looking ahead.Check out this educational site...
03/25/2026

Confident about your retirement plan? Help secure your financial future by looking ahead.

Check out this educational site to help you navigate before, during and after it’s needed.

https://loom.ly/hpLUxtE


Miser Wealth Partners, LLC
212 Village Square
Loudon, TN 37774
865-281-1616
www.miserwealthpartners.com

Confused about what long-term care protection is? Having a plan in place prepares you for the future and helps ease the ...
03/18/2026

Confused about what long-term care protection is? Having a plan in place prepares you for the future and helps ease the physical, financial and emotional burdens — for you and your loved ones. If something happened tomorrow, would your family be protected? Drop your thoughts or questions in the comments — let’s talk about it.



Miser Wealth Partners, LLC
212 Village Square
Loudon, TN 37774
865-281-1616
www.miserwealthpartners.com

02/27/2026

ARE YOU READY FOR AN UNEXPECTED HEALTH CARE EVENT?
Click on the video below to learn more.

Miser Wealth Partners, LLC
212 Village Square
Loudon, TN 37774
865-281-1616
www.miserwealthpartners.com

Tax season is here! Secure your financial peace of mind by scheduling with Sam today. Maximize returns, minimize stress....
02/25/2026

Tax season is here! Secure your financial peace of mind by scheduling with Sam today. Maximize returns, minimize stress. Call to book now!
Tellico Village
212 Village Square, Loudon, TN 37774
(865) 281-1616 ext. 5
https://loom.ly/P4QGYaI

Address

12802 Kingston Pike, Suite 102
Knoxville, TN
37934

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Miser Wealth Partners, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category