Wealth Management
and Certified Financial Planners
Is This You?
When your computers aren’t working correctly you don’t make money and are unable to increase your clients’ wealth and mitigate their financial risks. You know you need better security for Microsoft 365 but your IT guy doesn’t know what to do next besides telling you to turn on two factor authentication.
We Help Wealth Planners & CFPs:
Secure their own computers and Microsoft 365 to regulatory standards (SEC, state, FINRA and/or your BD).
Eliminate downtime for anything within their control
Work with your BD to meet their cyber standards without killing productivity
Protect your digital assets against hackers and attackers
Get an incredible value for their IT spend
Frequently Asked Questions: IT Services for Wealth Management Firms
Wealth management firms deal with highly sensitive financial data and operate under intense regulatory scrutiny. Specialized IT services for wealth management firms ensure you remain compliant with SEC, FINRA, and Reg S-P regulations, while protecting your clients’ confidential information. With the right IT partner, your systems stay secure, operational, and resilient—no matter what threats emerge.
💡 Pro Tip: Secure infrastructure, proactive monitoring, and compliance-first strategy are essential IT pillars for any financial advisory firm.
We’re not a one-size-fits-all provider. At JM Addington, we specialize in IT services for financial professionals, including wealth management firms. Our team understands your regulatory challenges and delivers solutions that go beyond basic tech support—offering cybersecurity, risk mitigation, and audit preparedness designed specifically for your industry.
🔐 See how we support your compliance needs with WISP development and proactive threat protection.
Choose a provider offering comprehensive managed IT services for financial advisors, including:
- 24/7 proactive monitoring
- Automated cloud backups
- Multi-layered endpoint protection
- Compliance documentation and audit readiness
- Rapid-response IT support
JM Addington delivers all of this—and more—backed by a team that specializes in serving wealth management firms.
📞 Book a consultation by calling 865.409.1500 to review how your current setup compares to best-in-class IT environments.
Our IT compliance consulting services help you align with regulations like Reg S-P, SEC cybersecurity guidelines, and FINRA protocols. We conduct regular audits, create and update Written Information Security Programs (WISPs), and provide documented procedures to streamline your next compliance exam.
✅ Stay audit-ready year-round with our structured approach and financial-industry expertise.
Absolutely. Our IT consulting for wealth management firms includes growth planning, cloud migration strategy, infrastructure expansion, and vendor management. Whether you’re adding advisors or expanding to multiple offices, we ensure your IT grows with you—securely and cost-effectively.
📈 Discover how scalable tech can fuel your growth without compromising compliance.
We start with a strategic assessment of your current IT environment—systems, software, security gaps, and compliance posture. Then we build a customized roadmap to modernize, secure, and future-proof your infrastructure. Onboarding is fast, seamless, and handled by Knoxville-based IT professionals with a deep focus on financial services.
🛠️ Let’s modernize your IT—from day one. Contact us to schedule a tech health check.
Pricing varies based on your firm’s size, complexity, and specific needs. We offer clear, predictable pricing with no surprise fees—aligned with the value we deliver. JM Addington may not be the cheapest, but we’re trusted by financial firms who value reliability, security, and compliance support.
💬 Get a personalized quote tailored to your firm’s needs.
Yes! JM Addington is proudly headquartered in Knoxville, Tennessee. We serve local wealth management firms in Knoxville and surrounding regions with responsive, in-person support. Our proximity means faster resolutions, stronger relationships, and better understanding of local business needs.
📍 Looking for a Knoxville IT provider? You’ve found one with local roots and financial IT expertise.
With JM Addington, you’ll never face a crisis alone. Our cybersecurity for wealth management firms includes real-time threat detection, rapid incident response, disaster recovery planning, and secure backups—so your operations can bounce back fast, with minimal downtime or data loss.
🔒 Be ready for anything. Ask us about our cybersecurity response protocols.
Getting started is easy. Schedule a discovery call where we’ll analyze your IT systems, identify vulnerabilities, and discuss how we can build a safer, smarter, and more scalable environment together. No pressure—just expert advice you can trust.
🚀 Book your discovery call now at 865.409.1500 and take the first step toward hassle-free, compliant IT.
We’ll work with your executive team and together create a bespoke plan:
We meet with you at your office to learn about your goals and the biggest risks you face on your entrepreneurial journey
You get a plan tailored to meet your goals combined with our decades of technical expertise to ensure that it will be relevant for years to come
We execute on the plan so you can focus on your clients and your business
Repeat both Quarterly and Annually
WHAT PEOPLE SAY ABOUT US
Always Go Above and Beyond
JM Addington Technology Solution is the best IT company we have ever worked with. They are professional, attentive and responsive.
They go above and beyond every time!
If you need to protect your clients’ confidential information, use them!
BRYAN DICKEY | EMPOWER WEALTH MANAGEMENT
Just Overall Good People
💥 Great to have an IT partner with fast response to our needs, knowledgeable with our regulated industry, and just overall good people. JM Addington is a good team if you want to keep your 💻💾🖥 protected.
JONATHAN BEDNAR, CFP | PARADIGM WEALTH MANAGERS
We Got It Right The First Time: We Partnered With JM Addington Technology Solutions
We got it right the first time: when we founded Head Investment Group we partnered with JM Addington Technology Solutions. They are responsive, have a high degree of technical knowledge – all at a competitive price.
We appreciate that they do not talk down to us.
You ought to have a conversation with their team. Technology is just as much about the people as the technology itself. You want a team who knows you, your business and who makes appropriate recommendations when called. That is JM Addington Technology Solutions, we have never looked back.
JONATHAN HAYES | HEAD INVESTMENT GROUP
We Would Be Lost Without Them
JM Addington Technology Solutions is instrumental to our business. They provide excellent customer service with knowledgeable, friendly and professional techs. JM Addington Technology Solutions goes beyond the call of duty and we would be lost without them.
Call JM Addington Technology Solutions today to take care of your Wealth Advisory IT needs.
BARBARA MILLION | PRESIDENT, EMPOWER WEALTH MANAGEMENT
Just Trust JM Addington Technology Solutions
JM Addington Technology Solutions is more responsive than any other provider. They are incredibly responsive and they are incredibly concerned for the security and efficiency of our technology.
Just trust JM Addington Technology Solutions: they always give the right answer and never recommend anything other than what is best for our technology.
RICK DISHAROON | PRINCIPAL AT SLATE, DISHAROON, PARISH & ASSOCIATES
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