Professional Services

Tennessee Valley Investment Advisors (TVIA) is dedicated to providing exceptional service to help members work toward achieving their personal, professional and financial aspirations. We offer an array of services to help members pursue these needs.

Our Services

  • Professionally Managed Accounts
  • Tax-Advantaged Investments
  • Tax-Managed Investments
  • Retirement Income and Planning Strategies
  • Estate Planning and Wealth Transfer Strategies
  • Retirement Planning — Traditional IRAs, Roth IRAs, 401(k) and 403(b) accounts
  • Portfolio Review and Financial Management Analysis
  • College Saving — 529 Plans and Coverdell Education IRAs
  • Small Business Retirement Planning
  • Insurance Needs Analysis

Member Commitment

Our Mission

To provide our members with responsive services, consumer education and convenient access to financial products and services that adds value to your life.

Our Commitment

We are committed to offering our members the opportunity to pursue economic independence and enhance the quality of their life.

We take a holistic approach to our member’s financial well-being through education and purposeful planning for each stage of your journey.


In today’s uncertain economy, making wise financial decisions is more important than ever. You also need help from someone you can trust to keep your best interests in mind. That’s where we come in. To learn more about how we can help navigate through life’s financial challenges, please contact us at (423) 634-5212.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Tennessee Valley Federal Credit Union and Tennessee Valley Investment Advisors are not registered broker/dealers and are not affiliated with LPL Financial. 

Not NCUA Insured No Credit Union Guarantee May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: GA, TN.

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