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2024

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Best Financial Advisors in Johnson City, TN

Our Recommended Top 17

We did the research for you!

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  • User Reviews
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Our goal is to connect people with the best local professionals. We scored Johnson City Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

32Reviewed

26Curated

17Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Johnson City, TN
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Johnson City, TN

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Why choose this provider?

Need help contacting a Financial Advisor in Johnson City? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

119 Boone Ridge Drive Suite 403, Johnson City, TN 37615
WebsiteLicense: 421

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Review Sources

Google
4.9 (9)
Facebook
5.0 (2)

Why choose this provider?

CrossBridge Wealth Management serves individuals and families in Johnson City. Its team develops and implements financial plans according to clients' needs, wants, and long-term goals. The company also monitors their progress to help them maintain or change the plans when necessary. Its advisors provide investment principles and strategies to help customers avoid pitfalls in the industry. David McCain, one of the senior managing partners, received an MBA in Finance and Accounting in 1987. He holds CIMA®, CFP®, and AIF® designations.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

2903 E Oakland Ave, Johnson City, TN 37601

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Why choose this provider?

Ingram Financial offers wealth management counsel to individuals living in Johnson City. These solutions include portfolio management with an eye toward the accumulation of assets for varied goals, such as education, retirement, and estate planning. The firm gives advice about the pros and cons of mutual funds and annuities, and it performs brokerage functions. Advisor Duke Ingram got his start as part of the insurance industry in 1969. He deals in health and life insurance policies.

  • Insurance Products
  • Retirement Planning

203 Broyles Drive, Suite 301, Johnson City, TN 37601
WebsiteLicense: 6180632

Expertise.com Rating

Review Sources

Google
5.0 (17)

Why choose this provider?

Talley Financial has been serving investors, business owners, and retirees in and around the Johnson City area since 2020. Its team offers advice on matters concerning business transitions, insurance, and tax and estate plans. The financial advisors also help clients manage cash flow and debt. In addition, they oversee investment portfolios, utilizing their knowledge of tax law amendments and market fluctuations in the process. Talley Financial was founded by David Talley, a CFP and Chartered Financial Consultant.

  • Certified Financial Planner (CFP)

4105 Fort Henry Drive, Suite 305, Kingsport, TN 37663

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Review Sources

Google
5.0 (9)
Facebook
5.0 (6)

Why choose this provider?

Aldebaran Financial Insights serves Johnson City residents. Its financial advisors offer portfolio management, tax assistance, retirement funding, education and estate planning, and investment services. Don Raber, the firm's founder, named it after the first ship he served on in the Navy. After his discharge, he married Sue in 1967 and began working as a bank management trainee. The duo then started an investment advisory business in 1987 and founded the company in 1991. The business has since grown under the guidance of MBA-holder Peter Raber.

  • Estate Planning

214 East Mountcastle Drive Suite 1700, Johnson City, TN 37601

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Why choose this provider?

Christopher Jenkins is a Certified Financial Planner who caters to individuals, families, and businesses in Johnson City and neighboring communities. He helps parents secure their children's future through education planning. He also customizes retirement plans to assist clients in preserving their livelihood and lifestyle. Jenkins offers multigenerational planning services, which include inheritance, business transition, insurance, and wealth transfer. He works for UBS Financial Services Inc., an investment advisory firm that serves clients across 51 countries.

  • Certified Financial Planner (CFP)

2335 Knob Creek Road, Suite 105, Johnson City, VA 37604

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Why choose this provider?

Cary Street Partners offers independent wealth management services to customers in Johnson City. Its advisors develop financial and estate strategies, examine investment possibilities and construct well-balanced worldwide portfolios. They also provide asset management solutions and fiduciary retirement counseling. The team also develops insurance solutions such as whole and term life policies, long-term care, and annuities. Cary Street Partners has been named one of the top 50 fastest-growing businesses in 2020 and 2021 by Financial Advisor Magazine.

  • Certified Financial Planner (CFP)

Johnson City, TN 37601

Why choose this provider?

Roan Capital Partners advises clients in Johnson City on investment management. Its NAPFA-registered advisors spend time getting to know their clients, learning about their financial situations and what motivates them to achieve their goals. They develop their wealth management strategies based on these customer details. Joy Garland, co-founder and managing partner, holds the CFS, CIS, and AIF designations. From 2013 to 2018, she was named The Kingsport Times Readers' Choice Award winner for Best Financial Planner.

  • Certified Financial Planner (CFP)

4718 Lake Park Drive, Suite 1, Johnson City, TN 37615

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Why choose this provider?

Financial Leadership helps clients in Johnson City achieve their personal objectives through financial advisory services. It offers various services, including retirement planning, investment management, and tax guidance. The company aims to educate and create opportunities for clients by providing relational, leadership-based, and team-oriented financial services. Partner Richard Eddy is a CPA and a Certified Financial Planner who also holds a Personal Financial Specialist designation from the American Institute of Certified Public Accountants.

  • Certified Financial Planner (CFP)

101 Old Gray Station Rd, Johnson City, TN 37615

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Why choose this provider?

Values First Advisors offers comprehensive financial advisory solutions to clients throughout Johnson City and the nearby areas. Its financial advisors assist in planning and preparing for short-term or long-term financial goals, focusing on providing Biblically Responsible Investing guidance that aligns with the clients' biblical values. The firm helps clients with budgeting; retirement, insurance, estate, and education planning; charitable giving; investment management; and asset allocation. Founding partner and co-president Alex Ellis co-founded Values First Advisors in 2009 and holds the designation of Certified Kingdom Advisor.

  • Certified Financial Planner (CFP)

203 Broyles Dr Suite 201,, Johnson City, TN 37601

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Why choose this provider?

Trivett Wealth Management offers solutions to customers in Johnson City and the surrounding areas. It provides financial plan consulting and investment management services. The company focuses on allocating assets to different investment classes, such as foreign companies, US companies, commodities, and real estate. It also continuously monitors the clients' accounts to make adjustments based on the potential changes in the market. Matthew Trivett, the owner of Trivett Wealth Management, holds both the Chartered Financial Consultant and the Certified Financial Planner designations.

  • Certified Financial Planner (CFP)

4104 North Roan Street Suite B, Johnson City, TN 37601

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Dunham & Deitel Wealth Management serves the Johnson City area. Its advisors create personalized plans to keep families on track in reaching their financial goals. They assist clients with the areas of estate, retirement, and investment planning and manage customized risk-managed portfolios consisting of bonds, ETFs, mutual funds, and stocks. They also offer annuities, IRAs, and life and long-term care insurance products. The firm’s team of advisors shares over 70 years of combined industry experience.

  • Certified Financial Planner (CFP)
  • Retirement Planning

801F Sunset Drive, Suite 1, Johnson City, TN 37604

Expertise.com Rating

Review Sources

Facebook
5.0 (10)
Google
5.0 (1)

Why choose this provider?

BCS Wealth Management serves clients in Johnson City and nearby areas. It offers a wide range of services, including financial planning, tax planning, investment management, and risk management. Its financial advisors also handle asset allocation and diversification. The firm was recognized by the Citywire RIA magazine as one of the Future 50 Firms in 2019. Nick Clay, one of its Certified Financial Planners, was included in Tri-Cities Business Journal's 40 under Forty in 2011.

  • Certified Financial Planner (CFP)

119 Boone Ridge Drive, Suite 302, Johnson City, TN 37615

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Why choose this provider?

The Trust Company of Tennessee has been serving clients in Johnson City since 1987. It offers a wide range of services, from wealth management to retirement planning and managing of trusts. It also provides retirement projections to help clients determine if they have enough savings and tax planning to reduce the impact of taxes on their finances. The firm is led by Sharon Jones Pryse, who was awarded the Laureate Junior Achievement Business Hall of Fame in 2000.

  • Estate Planning
  • Retirement Planning

801 Sunset Drive Building A Suite One, Johnson City, TN 37604
WebsiteLicense: 143816

Expertise.com Rating

Review Sources

Google
4.4 (7)

Why choose this provider?

Marmo Financial Group, LLC., assists residents in planning their future in Johnson City. The firm offers financial and estate planning services, including trust asset management and funding. It also creates retirement strategies that include aspects like income and tax planning and risk management. In addition, it provides investment services for bonds, stocks, and exchange-traded funds. Scott Marmo, the founding member, is an Accredited Investment Fiduciary professional. He was named one of the Top 40 Business People Under 40 by the Tri-Cities Business Journal.

  • Certified Financial Planner (CFP)

208 Sunset Dr Ste 401, Johnson City, TN 37604

Expertise.com Rating

Why choose this provider?

Matthew R. Johnson is a financial advisor based in Johnson City who serves residents in and around the metro. He is committed to taking the time to understand his clients' financial needs before developing a plan that aligns with their short-term and long-term objectives. He also employs a financial planning process that includes wealth accumulation, wealth preservation, and risk management. Johnson is a member of the National Association of Insurance and Financial Advisors and is affiliated with Northwestern Mutual.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Johnson City, TNFree Consultation
CrossBridge Wealth Management
119 Boone Ridge Drive Suite 403, Johnson City, TN 37615
Ingram Financial
2903 E Oakland Ave, Johnson City, TN 37601
Talley Financial
203 Broyles Drive, Suite 301, Johnson City, TN 37601
Aldebaran Financial Insights
4105 Fort Henry Drive, Suite 305, Kingsport, TN 37663
Christopher Jenkins
214 East Mountcastle Drive Suite 1700, Johnson City, TN 37601
Cary Street Partners
2335 Knob Creek Road, Suite 105, Johnson City, VA 37604
Roan Capital Partners
Johnson City, TN 37601
Financial Leadership
4718 Lake Park Drive, Suite 1, Johnson City, TN 37615
Values First Advisors
101 Old Gray Station Rd, Johnson City, TN 37615
Trivett Wealth Management
203 Broyles Dr Suite 201,, Johnson City, TN 37601
Dunham & Deitel Wealth Management
4104 North Roan Street Suite B, Johnson City, TN 37601
BCS Wealth Management
801F Sunset Drive, Suite 1, Johnson City, TN 37604
The Trust Company of Tennessee
119 Boone Ridge Drive, Suite 302, Johnson City, TN 37615
Marmo Financial Group, LLC.
801 Sunset Drive Building A Suite One, Johnson City, TN 37604
Matthew R. Johnson
208 Sunset Dr Ste 401, Johnson City, TN 37604

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Is there a penalty if you request an extension for the filing of your tax returns in Johnson City?

    No, there is no penalty or disadvantage if you request a tax return filing extension in Johnson City. Filing for an extension provides you more time to gather all of the paperwork needed to file your tax return. If you file an extension, your new deadline for filing individual returns is October 15, rather than April 15. The new filing deadline for corporations and partnerships is September 15, while the new deadline for trusts and estates is September 30.

  • Can you delay your tax payments if you file an extension in Johnson City?

    No, you cannot delay your tax payments even if you request an extension for tax return filings in Johnson City. The IRS will still require you to pay or withhold 100% of your total tax debt by the April 15 deadline. Filing an extension will simply allow you additional time to gather the paperwork needed to file your tax return.

  • What constitutes a fiduciary financial advisor in Johnson City?

    A fiduciary financial advisor in Johnson City is someone who has a duty of care to his or her clients and will always put their client's best interests above their own, their employer, or any other financial organization. They have a duty of loyalty, a duty of care, and an obligation to always follow client instructions. They receive no commissions or hidden paybacks from any financial company or product that they recommend to their clients.

  • Can you turn your IRA assets into charitable donations in Johnson City?

    Yes, you can turn your IRA assets into charitable donations in Johnson City. The SECURE Act 2.0 allows IRA holders aged 70 ½ years or older to directly transfer up to $100,000 annually from one or more IRAs to qualified charities without having to pay withdrawal taxes. At the start of 2024, the $100,000 annual IRA QCD limit will be reduced to $50,000.

  • How much should you contribute to your IRA in Johnson City?

    The maximum amount of contributions that you can make will depend on the type of IRA you have in Johnson City. For 2023, you can contribute up to $6,500 for both traditional IRA and Roth IRA. However, the maximum limits tend to change each year, so it is best to consult with your financial advisor in determining the contribution amount that is akin to your current financial situation.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.