Witt Financial Group, LLC

Jordan Witt is a financial advisor at Witt Financial Group, LLC in Crossville, TN, with 11 years of industry experience. He holds a Series 65 designation and has been with Witt Financial Group since 2014. Witt is also a licensed insurance agent and receives commissions in that capacity. Witt Financial Group provides investment advisory and financial planning services primarily to individuals, including high-net-worth clients, and pension plans. The firm manages over $154 million in client assets and is known for its educational seminars and workshops, as well as its approach of directing client assets to third-party managers while offering tailored investment policy statements.

Jackson Eldridge is a financial advisor with Witt Financial Group, LLC, holding a Series 65 designation and one year of experience at the firm. His prior roles include positions at RW Baird and Knox County Clerk. Witt Financial Group advises individuals, high-net-worth households, and select pension plans by providing portfolio management through sub-adviser selection and oversight, as well as standalone financial planning services. The firm emphasizes client education through seminars and workshops and manages approximately $160 million in assets.

Hobert Witt is a financial advisor at Witt Financial Group, LLC with 23 years of industry experience. He holds a Series 63 designation and has been with Witt Financial Group since its founding in 2003, including a brief tenure at Wealth Financial Advisory Services, LLC. Witt Financial Group provides investment advisory and financial planning services primarily to individuals, including high-net-worth clients, as well as pension plans. The firm manages client assets through third-party sub-advisers, offers financial plans, and hosts educational seminars and workshops.