Leading The Way To Your Financial Success
We specialize in serving professional pilots and other high-income individuals and families, helping you navigate wealth with clarity, confidence, and purpose.
Specialized Expertise
Financial strategies tailored to pilots and other high-income families, built on years of niche experience.
Fiduciary & Objective
As a fee-only fiduciary, your best interest always comes first — no commissions, no hidden agenda.
Proven Process
A clear, step-by-step planning approach that helps you stay on course through every stage of life.
About Us
At Leading Edge Financial Planning, we believe in a better approach to objective financial advice. Using a fee-only, no-commission business model focused specifically on meeting your goals, we provide unbiased fiduciary advice that is at all times in your best interest.
Who We Serve
Aviation professionals face unique financial challenges. A mandatory retirement date, an uncertain industry and medical certification requirements all have the potential to derail your plans. We navigate these challenges to help you achieve your long-term financial objectives.
You’ve worked hard to achieve career success. Let us translate that success into a comfortable and secure lifestyle. We provide you with the confidence of knowing your financial planning, investments and taxes are under control so you can worry less and focus on doing the things you enjoy most.
What We Do
We help you establish a steady stream of monthly income in retirement to provide you with the confidence of knowing your retirement is secure.
Your investment portfolio is specifically designed to help you achieve your long-term objectives. Once established, it is continuously monitored and adjusted as your life and financial situation evolve.
A financial plan serves as a blueprint in helping you achieve your financial goals with confidence.
We understand that financial success is about more than achieving security for yourself. It's also about leaving a legacy for those who matter most.
Our team includes an in-house CPA and tax specialists who work with you to identify and implement tax savings strategies across your entire financial life.
We implement tax-efficient strategies to help you optimize the funds available to cover education expenses for your children or grandchildren.
We partner with clients to support their unique financial goals, including helping those who choose to maximize charitable giving through tax-efficient strategies and tools like donor-advised funds.
Frequently Asked Questions
What makes financial planning for pilots different from other professions?
Pilots face unique challenges such as mandatory retirement age, fluctuating industry stability, and strict medical certification requirements. These factors require specialized planning to protect your long-term financial goals.
How are you compensated for your services?
We are a fee-only fiduciary firm, which means we are paid directly by our clients for our advice. We do not earn commissions or have hidden agendas—our advice is always in your best interest.
What does it mean that you are a fiduciary?
As fiduciaries, we are legally and ethically bound to put your interests first. Every recommendation we make is focused on helping you achieve your goals, not ours.
What is your financial planning process like?
We follow a proven step-by-step process: understanding your goals, building a personalized plan, and meeting regularly to adjust as your life and circumstances change.
Where are you located, and can you work with clients in other states?
We are based in Knoxville, TN, and we work with clients nationwide through secure video conferencing.
