Broker Check

Who We Are

About Us Why Tax-Smart Advice Changes Everything

Most people come to us after years of working with advisors who never once brought up taxes. Their investment accounts were managed in isolation, their tax returns were handled separately, and nobody was looking at how those two things affected each other. That gap is exactly what we built Action Wealth Solutions to close.

When your financial advisor is also a CPA, a former tax professor, and someone who has spent more than two decades helping people understand the full picture of their finances, the advice you receive looks fundamentally different. Every recommendation we make is filtered through a tax lens, because a strategy that ignores taxes is only telling half the story.

A Proud SmartVestor Pro

As a SmartVestor Pro, our practice is part of a national network of investing professionals vetted by Ramsey Solutions to help everyday investors plan with confidence. The designation reflects a shared standard — education-first guidance, transparent advice, and a focus on long-term outcomes over short-term sales.

It's a natural extension of how we already work. Whether you found us through SmartVestor or another path, you can expect the same disciplined, client-first approach to building and protecting your wealth.

Rooted in This Community

Action Wealth Solutions was founded in 2018, but our roots in this community go back much further. Our sister company, Action Tax and Accounting, has been serving Knox County and the surrounding area for over 40 years. That history matters to us. It means we understand the people here, the way families think about money, and the kind of relationship-driven service that actually earns trust over time.

We are not a call center. We are not a national firm with a local office. You will have direct access to the people working on your plan, and that accessibility is something our clients consistently tell us makes a real difference in how they feel about their financial lives.

What We Stand For Principles That Guide Every Decision

Good financial planning is not complicated at its core. It starts with an advisor who is independent, who puts your interests first, and who understands that taxes are not a footnote to your financial plan.

01Independent, Fiduciary, and Accountable

As a fiduciary, we are required to act in your best interest. As an independent firm, we are not tied to any proprietary products, sales targets, or corporate agendas. Those two things together mean that when we make a recommendation, it is because we genuinely believe it is the right move for your situation.

We built this firm because we believed clients deserved better than fragmented advice from people who were not communicating with each other. A coordinated tax and investment strategy, delivered by someone who understands both, produces better outcomes and a clearer picture of where you stand.

02What We Believe

We believe that good financial advice starts with listening. Before we recommend anything, we take the time to understand where you are, where you want to go, and what is keeping you up at night. Complex financial topics get explained in plain language, because you deserve to understand every decision that affects your future.

We also believe in thinking independently. We are not afraid to challenge conventional wisdom when the evidence points another direction, and we would rather give you an honest answer than a comfortable one.

Our Practice A Considered Approach To Every Plan

We take the time to understand your full financial picture before we recommend anything. That means your investments, your tax situation, your timeline, and your goals are all part of the same conversation.

James A Christopher

Aaron Christopher, PhD, CPA

Registered Representative

As a former tax and accounting professor, Aaron is experienced in explaining complex financial and tax concepts and helps create a strategy that you understand and are comfortable with. He holds undergraduate and graduate degrees in...

Travis Downs

Travis Downs, EA

Registered Representative

As an experienced tax professional (Enrolled Agent), Travis is uniquely positioned to provide comprehensive financial services for all your business and personal needs. Travis specializes in working with those nearing retirement and...

Kari Aosved

Kari Aosved

Administrative Assistant

Kari grew up in the beautiful Pacific Northwest. After college she moved to the Midwest where she gained bookkeeping, leadership, and management experience working and volunteering for non-profit and hospice organizations. She enjoys...

Ready to Work With an AdvisorWho Actually Knows Taxes?

Let's start with a conversation.

If you have been looking for a financial advisor who brings genuine tax expertise to the table, who operates as a fiduciary, and who will actually pick up the phone when you call, we would like to hear from you. Reach out today to schedule your first meeting.

Book A Meeting