About Miser Wealth Partners:

East Tennessee's Integrated Wealth Management Team

Meet the team of financial advisors, tax strategists, and estate planning attorneys who have served over 847 families in Tellico Village, Farragut, and Knoxville since 2017.

Why We Built a Different Kind of Wealth Management Firm

After nearly three decades in the financial services industry, our founder, Derek A. Miser, saw a recurring problem that no one was addressing. High-net-worth families were being underserved by a fragmented and outdated approach to wealth management. Investment advisors, tax preparers, and attorneys were all working in silos, leaving clients with a disjointed investment strategy that cost them thousands in missed opportunities and inefficiencies.

Derek knew there had to be a better way to deliver portfolio management and asset management services.

In 2017, he founded Miser Wealth Partners with a simple but powerful mission: to bring an integrated, strategic, and transparent approach to wealth management to the families of East Tennessee.

He assembled a team of licensed attorneys, enrolled agents, and investment professionals, all under one roof, to provide a level of coordination and expertise that was previously unavailable in the region.

This integrated approach means your portfolio management, tax planning, and estate strategy all work together seamlessly.

Today, Miser Wealth Partners is the premier integrated wealth management firm in East Tennessee, serving over 847 families in Tellico Village, Farragut, Knoxville, and beyond. Our unique approach has saved our clients millions of dollars and given them the peace of mind that comes with knowing their financial future is in the hands of a team that is truly working together for their success.

Our Mission & Values

Mission: To empower our clients to achieve their financial goals through a coordinated, strategic, and transparent approach to wealth management, portfolio management, and tax planning.

Integrity in Every Financial Decision

We are committed to the highest standards of professional service, ethical conduct, and fiduciary responsibility. As fiduciary financial advisors, we are legally obligated to act in your best interest. Your trust is our most valuable asset, and we protect it through transparent fee structures and conflict-free advice.

Transparency in Portfolio Management

We believe in open and honest communication about your investment strategy. You will always know what you are invested in, why you are invested in it, and how much you are paying for our wealth management services. Unlike advisors who hide behind mutual funds, our portfolio management approach gives you complete visibility into every holding.

Excellence in Asset Management

We are dedicated to providing our clients with the highest level of expertise and service in asset management and financial planning. We are constantly learning, growing, and adapting to the ever-changing financial landscape. Our commitment to excellence is reflected in our 75% outperformance of the S&P 500 this year.

Collaboration Across All Financial Disciplines

We believe that the best results in wealth management are achieved when we work together. Our team of investment professionals, tax strategists, and estate planning attorneys collaborates daily to ensure that every aspect of your financial life is working in harmony. This integrated approach to portfolio management and tax planning is what sets us apart.

The Proactive Tax Strategies That Can Save You a Fortune

Derek A. Miser, NSSA

Founder & Chief Investment Officer

With over 20 years in financial services and exposure to high-net-worth family office operations, Derek created the Miser Method to bring institutional-quality wealth management and portfolio management to East Tennessee families. His expertise in investment strategy and active asset management has helped hundreds of families achieve their financial goals.

  • Specializations: Investment management, wealth strategy, portfolio management, client relationships

  • Education: NSSA certification, 20+ years industry experience

  • Personal: Tellico Village resident, active in community education

Samuel H. Tutko, EA

Vice President of Tax Planning

Sam brings deep tax expertise and strategic planning capabilities to our integrated wealth management team. He ensures our clients benefit from every available tax advantage while maintaining full compliance. His work in tax-efficient asset management and location strategy has saved clients hundreds of thousands in unnecessary tax payments.

  • Specializations: Tax planning, IRS representation, business taxation, tax-efficient investment strategy

  • Education: Enrolled Agent certification, advanced tax planning

  • Personal: 15+ years tax planning experience

Jeanne B. Miser, Attorney

Chief Compliance Officer & Operations Manager

Jeanne ensures all client strategies meet the highest legal and compliance standards while coordinating seamlessly across all service areas. Her legal expertise adds an essential layer of protection to our integrated wealth management approach, ensuring every portfolio management decision and investment strategy complies with regulatory requirements.

  • Specializations: Legal compliance, operations management, client coordination, regulatory oversight

  • Education: Licensed Tennessee Attorney, compliance expertise

  • Personal: Committed to client service excellence

Charles W. Kite, Attorney

Estate Planning & Legal Services

Chuck brings decades of estate planning experience to our integrated wealth management team, helping families protect their legacies through sophisticated yet practical legal strategies. His coordination with our portfolio management and tax planning teams ensures your estate plan works in harmony with your overall investment strategy.

  • Specializations: Estate planning, asset protection, business law, wealth transfer

  • Education: Licensed Tennessee Attorney, estate planning focus

  • Personal: 25+ years serving East Tennessee families

Certifications, Awards & Recognition

Professional Credentials:

  • NSSA (National Social Security Advisor) Certification: Derek A. Miser

  • Enrolled Agent (EA): Samuel H. Tutko

  • Licensed Tennessee Attorneys: Jeanne B. Miser, Charles W. Kite

Professional Credentials:

  • Voted "Best of the Best" Financial Advisor in Tellico Village (2020, 2021, 2022)

  • Serving 847+ families across East Tennessee

  • 20+ years combined experience in wealth management and portfolio management

Frequently Asked Questions About Our Wealth Management Team

What makes Miser Wealth Partners different from other financial advisors?

Unlike traditional financial advisors who work in isolation, Miser Wealth Partners offers an integrated approach to wealth management. Our team includes investment professionals, tax strategists, and estate planning attorneys all working under one roof. This means your portfolio management, tax planning, and legal strategies are coordinated for maximum efficiency. We also practice active asset management with hand-selected stocks, rather than hiding behind mutual funds.

Are you fiduciary financial advisors?

Yes, we are fiduciary financial advisors, which means we are legally and ethically obligated to act in your best interest at all times. Unlike commission-based advisors who may have conflicts of interest, our fee-only structure ensures our recommendations are always aligned with your financial goals. This fiduciary standard applies to all aspects of our wealth management and portfolio management services.

What areas do you serve in East Tennessee?

We proudly serve families throughout East Tennessee, with a primary focus on Tellico Village, Farragut, and Knoxville. Our two office locations make it convenient for clients across the region to access our integrated wealth management, portfolio management, and tax planning services. We currently serve over 847 families in the area.

What credentials does your team have?

Our team brings diverse professional credentials to deliver comprehensive wealth management services. Derek Miser holds the NSSA (National Social Security Advisor) certification with 20+ years of experience. Samuel Tutko is an Enrolled Agent (EA) specializing in tax planning. Jeanne Miser and Charles Kite are both licensed Tennessee attorneys providing legal and estate planning expertise. This combination of credentials enables our integrated approach to portfolio management and financial planning.

Ready to Experience Integrated Wealth Management?

Discover how our coordinated approach to portfolio management, tax planning, and estate strategy can help you achieve your financial goals. Schedule your complimentary consultation with our East Tennessee wealth management team today.

Serving Knoxville, Farragut, and Tellico Village • No obligation • Complete confidentiality

East Tennessee's Premier Wealth Strategists

Contact Information

(865) 281-1616

Monday - Friday: 8:00 AM - 5:00 PM

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Tellico Village Office

212 Village Square

Loudon, TN 37774 US

Farragut Office

12802 Kingston Pike, Ste 102

Knoxville, TN 37934 US

Securities offered through registered representatives • Investment advisory services through Miser Asset Management, LLC. Legal services provided by licensed Tennessee attorneys • Tax services provided by enrolled agents

© 2026 Miser Investment Partners. All rights reserved. Your financial information is protected by the highest standards of confidentiality.