Best Financial Advisors in Johnson City, TN

15 firms listed · 12 in Johnson City · 10 rated 4.5+

Data verified October 18, 2026

Talley Wealth

Talley Wealth

5.0 58 reviews
“David is exceptionally knowledgeable, and really takes his time to get to know you, and tailor his advice to your personal situation.”
Free phone consultationSince 2020
203 Broyles Dr STE 301A
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Tricities Advisors

Tricities Advisors

5.0 3 reviews
“He knows his business and really tries to explain things where a lay person can understand.”
Since 2016
302 Sunset Dr Ste 107
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ID Wealth-Roan Street

ID Wealth-Roan Street

5.0 1 review
Since 2023
4104 N Roan St # B
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ID Wealth - Oakland Ave

ID Wealth - Oakland Ave

5.0 1 review
“Great financial partner for managing your investments!”
Since 2023
2903 E Oakland Ave
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Crossbridge Wealth Management

Crossbridge Wealth Management

4.9 5 reviews
“Kevin helped me and made me feel valued by reassuring and encouraging me through my financial questions and decisions.”
Since 2008
119 Boone Ridge Dr STE 403
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BCS Wealth Management

BCS Wealth Management

5.0 2 reviews
“The staff is professional, responsive, friendly, knowledgeable, and competent in serving our needs!”
9 attorneysVirtual consultationsSince 1998
541 Sid Martin Rd Ste A
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The 15 firms listed for Johnson City, TN provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Johnson City, TN

Of the 15 firms we list here, 12 are in Johnson City itself and 3 come from Piney Flats (1, 7 mi), Elizabethton (1, 9 mi) and Kingsport (1, 16 mi). 11 of the firms on this page have a rating, from 3.5 to 5.0 across 108 reviews; 1 has 50 or more reviews and 10 are rated 4.5 or higher. The services the firms on this page list most often on their websites are advisory services (2), estate planning (2), family office (2), group benefits (2) and insurance (2). 6 have ten or more years of experience, the longest 18 years. We have a website on file for 13 of the firms on this page; 10 publish a contact page; 10 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Johnson City take financial planning bookings online?

5 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

Ferguson Wealth Management

Ferguson Wealth Management

5.0 3 reviews
“He has helped me get my life insurance set up and made it quick and easy”
Since 2020
2800 Peoples St Ste 50
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Voyage Partners Financial Strategies

Voyage Partners Financial Strategies

3.5 2 reviews
“I would (and have) recommend him to anyone looking for a financial planner or advisor who is at the top of his field.”
Serves Johnson City, Kingsport, BristolSince 2012
208 Sunset Dr #408
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Trivett Wealth Management, Matthew J Trivett CFP

Trivett Wealth Management, Matthew J Trivett CFP

Since 2017
203 Broyles Dr STE 201
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Values First Advisors

Values First Advisors

Since 2010
801 Sunset Dr C100
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Preservation Financial Group

Preservation Financial Group

208 Sunset Dr #113
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Continuum Planning Partners

Continuum Planning Partners

Since 2019
308 Sunset Dr STE 2
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AFI Advisors

AFI Advisors

5.0 10 reviews
“Wonderful people who are knowledgeable, caring and go out of their way to provide service for your needs”
Serves Kingsport, Tri-CitiesSince 1991
Kingsport, TN · 16 mi from Johnson City
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Trust First Financial Advisors

Trust First Financial Advisors

5.0 3 reviews
Piney Flats, TN · 7 mi from Johnson City
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Stillwater Financial

Stillwater Financial

Since 2014
Elizabethton, TN · 9 mi from Johnson City
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HomeWealth Management AdvisorsTennesseeJohnson City, TN

Why these companies made our list

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