Justin Goodbread, CFP, CEPA, Founder of Heritage Investors and Author of Financially Simple

Justin Goodbread

Power Session: "The Brander"

I own Heritage Investors, a wealth management company located in Knoxville, TN. After several years of working in a large wealth management firm, my business partner and I ventured out on our own in 2009. We’ve had an incredible journey, even being published in several national magazines. Our boutique, planning firm snagged a full-page article in a feature by Forbes magazine.

As a CFP® and CEPA, I spend most of my time working with business owners. Not only am I a business owner, but I’ve also owned and operated several businesses since the age of 15. Over the past 20+ years, I started and sold three companies for a profit. I also purchased companies with many successes and many failures. It has been a remarkable journey.

That’s why I love working with business owners. I know what it’s like to have employees depending on you to process payroll. Owning a business is about monitoring increasing competition, market volatility, legal changes, and other ‘business’ setbacks. With 20 years of experience, there probably isn’t a business activity in which I haven’t experienced or at the very least had a client who experienced it.

Reach out to Justin Goodbread, CFP®, CEPA


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