Andrew B. Ellis

Tax and Investment Strategy Advisor @Patriot Investment Management Group, Inc

Knoxville, TN, US

I work with clients who appreciate comprehensive tax planning and investment management, while constantly leveraging my experience as a comprehensive financial advisor to help my clients explore thoughtfully informed financial planning scenarios. My areas of focus include Estate Planning, Tax Efficient Retirement Withdrawal Planning, and Executive Compensation and Benefit Strategies. I\'m a Certified Public Accountant, a Certified Financial Planner® professional, and also hold the Chartered Financial Analyst® designation.Patriot Investment Management Group was founded in 1993 by Brad Bower, our president and CEO. We provide professional wealth management and financial planning services to individuals, corporations, foundations, and institutions in Knoxville and the surrounding areas. As an SEC Registered Investment Advisory Firm, our depth of knowledge, dedication to excellence, and commitment to service uniquely positions us to meet the complex needs of our clients. But there’s more to Patriot than just our high skill level and deep understanding of the financial world. The values that inspired our president to found Patriot – integrity, objectivity, and transparency – continue to impact our interactions with every client at Patriot. We’re committed to serving you and your financial future. Our fee-only financial advisors are dedicated to providing you or your organization with personalized financial planning – without being motivated to over sell for commissions.Learn more at

Haslam College of Business at the University of Tennessee

B.S. Business Administration