About George Vieth

I believe the best financial decisions begin with understanding.

For nearly four decades, I've had the privilege of helping individuals, families, business owners, and executives make thoughtful financial decisions. During that time, I've learned that the most important financial questions are rarely just about money. They're about the life people are trying to build, the people they care about, and the opportunities they want to create.

That's why our planning process begins with understanding before recommendations.

Through Project Clarity, we help clients clarify what matters most, identify important planning questions, compare tradeoffs, and build a financial roadmap they can move forward with confidence. Whether someone is preparing for retirement, selling a business, planning for the next generation, or simply trying to make sense of life's financial decisions, our goal is to help them think clearly before taking action.

I don't believe my role is to make decisions for my clients.

I believe my role is to help them understand their options, coordinate the moving pieces of their financial lives, and make thoughtful financial decisions that support the life they want to build.

I earned my degree in Corporate Finance from The University of Alabama and have worked in the financial services industry since 1986. I hold FINRA Series 7, 6, 63, 24, and 26 registrations, along with life and health insurance licenses. Securities offered through Cetera Wealth Services, LLC, and advisory services offered through Cetera Investment Advisers LLC.

When I'm away from the office, you'll usually find me playing tennis, walking the trails at McCoy Farm on Signal Mountain with my wife, Chrissi, or enjoying time with family and friends.

I believe the best decisions are rarely made alone.