Acumen Wealth Advisors was founded on a commitment to integrity, transparency, and client-first values. Our mission is simple: protect legacies, grow assets, and always put our clients first. Investing intentionally is about making deliberate financial decisions with a clear purpose and strategy. At Acumen, this approach goes beyond portfolio management. We align our clients’ investment strategy with their overall financial plan, long-term goals, and personal values.
We believe clients gain the greatest value from our team approach, which brings together the collective expertise of in-house advisors, tax professionals, financial planners, real estate advisors, and business specialists to uncover opportunities and simplify complexities. This collaborative, full-service model ensures our clients’ investments, tax strategy, estate considerations, and business planning works in harmony. Our intention: clarity, confidence, and peace of mind so our clients can focus on what matters most.
Our team has established a cohesive set of fundamental core values. In addition to our shared values, we strive to always act solely in the best interests of our clients and to be intentional in everything we do. We are independent to avoid conflicts of interest and our fee structure, based on a percentage of assets managed, allows our interests to be aligned with those of our clients.
acumenwealth.com
Gator Leader
Reese Veltenaar, BS '01
CEO, Managing Partner
Arie Veltenaar, BS '01
Director of Marketing
Industry
Financial Services
Location
Chattanooga, TN
Years Honored
2026: Rank 80
2023: Rank 84
2020: Rank 89
2019: Rank 59
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