Knowledge is Power. Especially When It Comes to Your Taxes.
Insights and Education for Informed Financial Decisions
At Miser Wealth Partners, we believe that an informed client is an empowered client. That's why we're committed to providing you with the insights, education, and resources you need to make smart financial decisions. Our blog features articles on advanced tax strategies, wealth management, estate planning, and more, all written by our team of experts.
No obligation • Complete confidentiality • Free consultation
Featured Articles
The 5 Biggest Tax Mistakes High-Net-Worth Individuals Make
Published 08/17/2025 The Miser Tax Partners Team
Learn about the most common and costly tax mistakes we see successful people make, and how you can avoid them.
Beyond the 401(k): Advanced Retirement Tax Planning Strategies
Published 08/17/2025 The Miser Tax Partners Team
Discover the powerful retirement planning strategies that go far beyond the traditional 401(k), including Cash Balance Plans and Roth conversions.
How to Legally and Ethically Slash Your Tax Bill by Six Figures
Published 08/17/2025 The Miser Tax Partners Team
Find out how our holistic, proactive approach to tax planning can save you hundreds of thousands of dollars every year.
Why Your CPA Isn't Telling You About These Tax-Saving Strategies
Published 08/17/2025 The Miser Tax Partners Team
Understand why your current CPA might not be the right person to advise you on advanced tax strategy, and what you should be looking for instead.
Ready to Learn More?
These articles are just the beginning. If you're ready to dive deeper into your specific situation and discover the strategies that could have the biggest impact on your financial life, we invite you to schedule a complimentary strategy session with one of our experts.
No obligation • Complete confidentiality • Free consultation
Trusted by High-Net-Worth Families Across East Tennessee
"Within our first year working with Derek and his team, we saved over $31,000 in taxes we didn’t even know we were overpaying. Their coordinated approach found opportunities our previous advisors missed completely."
Robert and Linda Chen
Tellico Village
"The peace of mind is invaluable. Knowing that our attorney, tax advisor, and investment manager are all working together gives us confidence in every financial decision we make."
James Mitchell
Farragut
"We thought we had everything figured out after 30 years of successful business ownership. The Miser team showed us we were leaving money on the table every single year."
David and Patricia Williams
Knoxville
Stop Wondering If You're Overpaying. Find Out for Sure
Your financial future is too important to leave to chance.
Schedule a complimentary, no-obligation tax analysis with one of our experts. We'll review your situation, identify potential savings, and show you how our proactive approach can transform your financial life.
East Tennessee's Premier Integrated Wealth Management Firm
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 Wealth Partners, LLC. Legal services provided by licensed Tennessee attorneys • Tax services provided by enrolled agents
© 2024 Miser Wealth Partners, LLC. All rights reserved. Your financial information is protected by the highest standards of confidentiality.
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Result: $31,000 annual tax savings, 4.2% portfolio improvement
Our Unique Approach
At Miser Wealth Partners, we've created something different. Our team of licensed attorneys, enrolled agents, and investment professionals collaborate daily on your behalf, ensuring every decision optimizes your complete financial picture.
Our Unique Approach
At Miser Wealth Partners, we've created something different. Our team of licensed attorneys, enrolled agents, and investment professionals collaborate daily on your behalf, ensuring every decision optimizes your complete financial picture.