2911 Wealth Advisors
Committed to Faithful Stewardship
Our Professionals
We are a team of distinguished investment professionals dedicated to collaborating with clients to design strategies to help grow, manage and preserve wealth. With 185 years of combined experience, we pride ourselves on the faithful stewardship of our clients ' assets, and we are committed to understanding their goals, values, aspirations and concerns.
Meet the Team
Mission and Values
We serve as your financial quarterback to create a goals-based game plan designed to help enhance your investment performance. We work diligently to bring your financial needs and objectives together to create cohesive, fully integrated planning strategies for the many dierent facets of your financial life.
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Philosophy and Process
Our multi-generational investment planning process allows us to build relationships with your family to help ensure they are prepared to knowledgeably receive and manage assets. This approach is an integral component of preserving family values and unity, and we believe in its eectiveness.
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Our Services
Service is the heart of stewardship. There is no greater honor than to faithfully serve the individuals and families within our practice. With proficiencies in investment planning, retirement income, and alternative investments, our team will help you reach your long term goals by persevering through unexpected events and short-term market stress.
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Congratulations!
We are excited to announce Bo Chinn, Managing Partner, Ken Chinn, Managing Partner, Rusty Clark, Managing Partner, Jonathan Killingsworth, Managing Partner, and Michelle Lamond, Senior Vice President have been recognized by Forbes as one of the Best-in-State Wealth Management Teams in 2023.
The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of logo.