Insight Strategic Wealth, LLC is a member of the Focus Partners Advisor Solutions Community.
Focus Partners empowers financial advisors to elevate their practice and client relationships. Their suite of personalized, scalable solutions combines research-driven investment strategies, best practices, and hands-on support tailored to our client's needs. Focus Partners provides us tools so that we can focus on what matters most: helping deliver exceptional value to our clients.
Focus Partners is a community of more than 1,000 advisors located throughout the United States - united in the belief that there is a better, more effective, and more resilient way for investors and their families to safeguard their financial futures and realize their dreams:
- We believe in delivering unbiased, transparent, evidence-based advice.
- We believe every investor is unique — requiring custom, comprehensive wealth management solutions.
- We believe that doing what’s best and doing what’s right should be one and the same.
Attracted to Focus Partners unbiased advice and evidence-based approach to low-cost investing, more than 1,000 advisors with numerous firms have become clients of Focus Partners, representing more than $47 billion in collective assets as of January 31, 2026.
Conry-Taylor & Company, CPAs is an affiliate of Insight Strategic Wealth, offering a full-range of tax, financial planning, and business write-up services to the greater Knoxville area. We team up with CT CPAs for personal and business taxes to offer individuals and busy business owners a one stop shop experience, where we are able to handle their financial needs with one point of contact.
Charles Schwab is a custodian to accounts we manage on your behalf.
Fidelity is a custodian to accounts we manage on your behalf.
We typically turn to Dimensional Fund Advisors ("DFA") for fund solutions that apply our passive investment strategy in a low-cost, tax-efficient manner. That said, we receive no compensation for using Dimensional’s fund families. Insight receives supporting research from DFA as well as historical market analysis, risk/return analysis, and continuing education. As a fiduciary to our clients, we are committed to selecting any solutions we feel best meet our clients’ highest financial interests.