Best Financial Advisors in Johnson City, TN

The highest-rated Financial Planning & Wealth Management companies out of 136 vetted & reviewed in the Johnson City area.

Talley Financial

Talley Financial

(32)
  • Goals
  • Wealth
  • Retirement
“David has provided timely advise, answered my multiple questions with patience and knowledge, and has provided a well structured retirement plan to meet my family's needs.”
In Business Since 2020
203 Broyles Dr STE 301, Johnson City, TN
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Todd Mussard, Cpa;

Todd Mussard, Cpa;

“"The advice Todd has provided me has saved me a lot of time as well as money. His common sense approach around planning and taxes has been on a very high level. We have worked together for about 15 years and I have developed the utmost trust in Todd ...”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2017
140 Old Gray Station Rd #100, Johnson City, TN
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Tricities Advisors

Tricities Advisors

(3)
Newsletters, Calculators, Tax Library
“He knows his business and really tries to explain things where a lay person can understand.”
In Business Since 2016
302 Sunset Dr Ste 107, Johnson City, TN
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Voyage Partners Financial Strategies

Voyage Partners Financial Strategies

(2)
A Strategy That Simply Makes Sense, Professional Investment Advice, Start the Process
“He addressed things that I would've never thought of on my own and uses a variety of software packages and planning tools to show me different scenarios of what could happen and how to plan for the worst and hope for the best.”
In Business Since 2012
208 Sunset Dr #408, Johnson City, TN
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Crossbridge Wealth Management

Crossbridge Wealth Management

(5)
  • Questions
“Excellent to work with”
Accepts All Major Credit Cards
In Business Since 2008
119 Boone Ridge Dr STE 403, Johnson City, TN
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ID Wealth-Roan Street

ID Wealth-Roan Street

(1)
Investments, Group Benefits, Estate Planning
“With the love for traveling the world and being away for long periods of time, I needed to find professionals to help manage my investments.”
In Business Since 2023
4104 N Roan St # B, Johnson City, TN
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Marmo Financial Group

Marmo Financial Group

(3)
“Very quickly, Scott and his team put their finger on “the” key issues and moved effectively and efficiently to give us concrete, specific advice to move forward with a solid plan and peace of mind.”
Licensed
In Business Since 2005
801 Sunset Dr A-1, Johnson City, TN
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BCS Wealth Management

BCS Wealth Management

“We are an independent firm. We enjoy having the flexibility to offer the solutions that we are most confident in. Since our launch in 1998, our mantra has simply been, “Do what is in the best interest of the client.” We recognize that everyone is uni...”
In Business Since 2011
801 F Sunset Dr Suite 1, Johnson City, TN
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Bank of Tennessee

Bank of Tennessee

(1)
“I use them for my small business and they take very good care of us!”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1996
100 Med Tech Pkwy, Johnson City, TN
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Citizens Investment Services

Citizens Investment Services

Accepts Check, Debit
Offers Financing Options
In Business Since 1992
3028 Peoples St, Johnson City, TN
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Ferguson Wealth Management

Ferguson Wealth Management

(2)
“Great financial advisor who actually builds the plan to suit your needs.”
In Business Since 2020
2800 Peoples St Ste 50, Johnson City, TN
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James River Advisors - Edwin Cox

James River Advisors - Edwin Cox

“When you are quoted an asset-based fee, it normally includes only the advisor's fee and not the other expenses deducted from your accounts. At James River Advisors, we believe you deserve complete transparency regarding the true costs you will incur....”
Transparent Fees & Pricing
In Business Since 2009
Serving Johnson City Area
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Trivett Wealth Management, Matthew J Trivett CFP

Trivett Wealth Management, Matthew J Trivett CFP

What is the Cost?, Faqs, Services Offered
In Business Since 2017
203 Broyles Dr STE 201, Johnson City, TN
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ID Wealth - Oakland Ave

ID Wealth - Oakland Ave

Investments, Group Benefits, Estate Planning
“At ID Wealth, our advisory services go beyond mere financial planning. Our team of expert advisors provides personalized guidance, incorporating wealth preservation, tax optimization, and risk management strategies to help you navigate the complexiti...”
In Business Since 2023
2903 E Oakland Ave, Johnson City, TN
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Preservation Financial Group

Preservation Financial Group

208 Sunset Dr #113, Johnson City, TN
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Values First Advisors

Values First Advisors

“The contents of this page should not be construed as legal, tax, or other advice. Persons are urged to consult their own tax or legal advisers before entering into any agreement or contract.”
In Business Since 2010
101 Old Gray Station Rd, Johnson City, TN
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Continuum Planning Partners

Continuum Planning Partners

“Neither MML Investors Services [or MM if appropriate] nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.Estate Planning ...”
In Business Since 2019
308 Sunset Dr STE 2, Johnson City, TN
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Jennings Group EA

Jennings Group EA

(50)
Financial and Retirement Planning, Payroll Services, Bookkeeping / Write-up
“I have received excellent advice over the years on handling tax requirements for my small business, and great help handling the financial issues of my elderly parent.”
Licensed
Accepts All Major Credit Cards, Check, Paypal
In Business Since 2011
1567 N Eastman Rd Ste 15, Kingsport, TN
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Bluecollar Barbershop

Bluecollar Barbershop

(44)
“Brandon gives one of the best haircuts, very professional and well priced Positive Punctuality, Cleanliness, Quality, Professionalism, Value Services Service not listed”
In Business Since 2024
119 Broad St, Kingsport, TN
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AFI - Aldebaran Financial Insights

AFI - Aldebaran Financial Insights

(7)
  • Questions
  • Team
  • Understanding
“They can do everything from balancing your checkbook to managing your investments to executing a will or a revocable trust (they have an attorney on staff as well).”
Accepts Check, Cash
In Business Since 2021
200 Colonial Heights Rd, Kingsport, TN
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Raquel A. McKinney, CPA

Raquel A. McKinney, CPA

Tax Planning, Back Taxes Owed, Strategic Business Planning
“We serve the entire Tri-Cities area (Bristol, Kingsport and Johnson City) as well asElizabethton, Hampton, Roan Mountainand southwest Virginia. We also provide virtual bookkeeping and payroll services through our website. Whether you need assistance ...”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2009
Serving Johnson City Area
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Kathy Richards CPA - Business & Quickbooks Consultant

Kathy Richards CPA - Business & Quickbooks Consultant

(1)
“She has helped our business grow by improving our processes and setting strategic goals.”
Accepts All Major Credit Cards, Check, Paypal
In Business Since 2012
3720 Hemlock Park Dr, Kingsport, TN
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B&H Wealth Strategies

B&H Wealth Strategies

(1)
“Jeff is intelligent and knowledgeable of the stock markets and financial institutions.”
In Business Since 2013
1402 E Center St, Kingsport, TN
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Aspire Financial Services

Aspire Financial Services

(1)
“Even though I came in without much to invest and I am very risk averse, she was able to set up a plan for me that has revolutionized the way I have been thinking about my money.”
2025 Meadowview Pkwy Suite 100, Kingsport, TN
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Retirement Planning and Investment Management Services in Johnson City, TN Cost Estimates

Minimum cost
$1095
Maximum cost
$9305
National Average
$3284
Avg Per Hour Rates
$329
$2190
$6021
Average price range is based on 375 cost profiles
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Average Cost $3284
Minimum cost $1095
Maximum cost $9305
Avg Per Hour Rates $329

Average range $2190 to $6021 is based on 375 cost profiles.

Why these companies made our list

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