Best Financial Advisors in Johnson City

Laurels
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Financial Advisors FAQs

Learn more
SmartAdvisor by SmartAsset logo
FEATURED
Free consultation

SmartAdvisor by SmartAsset

Johnson City, TN

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free consultation

Aldebaran Financial Insights logo
Visit WebsiteWebsite

Aldebaran Financial Insights

4105 Fort Henry Drive, Suite 305, Kingsport, TN 37663
Visit WebsiteWebsite
  • Estate Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
BCS Wealth Management logo
Visit WebsiteWebsite

BCS Wealth Management

801F Sunset Drive, Suite 1, Johnson City, TN 37604
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Cary Street Partners logo
Visit WebsiteWebsite

Cary Street Partners

2335 Knob Creek Road, Suite 105, Johnson City, VA 37604
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Christopher Jenkins logo
Visit WebsiteWebsite

Christopher Jenkins

214 East Mountcastle Drive Suite 1700, Johnson City, TN 37601
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
CrossBridge Wealth Management logo
Visit WebsiteWebsite

License Verified:

License: 421

Investment Adviser Public Disclosure Database, SEC

CrossBridge Wealth Management

119 Boone Ridge Drive Suite 403, Johnson City, TN 37615
Visit WebsiteWebsite
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

License Verified:

License: 421

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Google
4.8 / 5 (6)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Dunham & Deitel Wealth Management logo
Visit WebsiteWebsite

Dunham & Deitel Wealth Management

4104 North Roan Street Suite B, Johnson City, TN 37601
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Financial Leadership logo
Visit WebsiteWebsite

Financial Leadership

4718 Lake Park Drive, Suite 1, Johnson City, TN 37615
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Ingram Financial logo
Visit WebsiteWebsite

Ingram Financial

2903 E Oakland Ave, Johnson City, TN 37601
Visit WebsiteWebsite
  • Retirement Planning
  • Insurance Products

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Marmo Financial Group, LLC. logo
Visit WebsiteWebsite

License Verified:

License: 143816

Investment Adviser Public Disclosure Database, SEC

Marmo Financial Group, LLC.

801 Sunset Drive Building A Suite One, Johnson City, TN 37604
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)

Business Description

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.

License Verified:

License: 143816

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.2
Google
4.2 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Matthew R. Johnson logo
Visit WebsiteWebsite

Matthew R. Johnson

208 Sunset Dr Ste 401, Johnson City, TN 37604
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Roan Capital Partners logo
Visit WebsiteWebsite

Roan Capital Partners

Johnson City, TN 37601
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)

Business Description

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.

Talley Financial logo
Visit WebsiteWebsite

License Verified:

License: 6180632

Investment Adviser Public Disclosure Database, SEC

Talley Financial

203 Broyles Drive, Suite 301, Johnson City, TN 37601
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)

Business Description

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.

License Verified:

License: 6180632

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (17)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
The Trust Company of Tennessee logo
Visit WebsiteWebsite

The Trust Company of Tennessee

119 Boone Ridge Drive, Suite 302, Johnson City, TN 37615
Visit WebsiteWebsite
  • Estate Planning
  • Retirement Planning

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Trivett Wealth Management logo
Visit WebsiteWebsite

Trivett Wealth Management

203 Broyles Dr Suite 201,, Johnson City, TN 37601
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Values First Advisors logo
Visit WebsiteWebsite

Values First Advisors

101 Old Gray Station Rd, Johnson City, TN 37615
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Back to Providers

Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Read All FAQS