7 advisors with offices in Johnson City. Credentials, fee structures, and minimums are disclosed on each listing.
Johnson City, Tennessee
Jason Ardito, CTFA is an investment advisory firm in Johnson City, Tennessee. Services include Financial Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.
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Lauren E. Kirkland, CRPC® is an investment advisory firm in Johnson City, Tennessee. Services include Financial Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsJohnson City, Tennessee
Maureen Maciver, CRPP™, CISP is an investment advisory firm in Johnson City, Tennessee. Services include Financial Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsJohnson City, Tennessee
Sage Financial is a retirement planning firm based in Johnson City, Tennessee, founded by Regina Cornelio, a National Social Security certified advisor with over seven years of experience in retirement planning. The firm serves families at or near retirement and provides services including retirement success strategy development, Social Security optimization analysis, income planning, tax planning, extended care planning, and non-financial planning through an integrated, holistic approach. The team includes Jeremiah Nolen as strategic partner, Mitchell Whitney in operations, Misty Harris directing seminar operations, and Rebecca Kelderman overseeing advisor acquisition. The firm emphasizes written planning strategies, transparent client communication, and community involvement.
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Talley Wealth is a financial advisory firm in Johnson City, Tennessee, offering financial planning, investment management, and tax planning services. Founded and led by David Talley (CFP®, ChFC®, EA), the firm works with clients nearing retirement, business owners, individuals with inherited wealth, and executives with complex compensation, using a planning-first approach where strategy precedes investment allocation. The engagement process involves building a comprehensive plan over a six-month structured period, integrating tax strategy and investment decisions, with full refundability during the engagement. Talley is supported by Stephenee Carberry, who serves as Practice Manager.
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Voyage Partners Financial Strategies, LLC is an investment advisory firm in Johnson City, Tennessee. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.5-star rating from 2 Google reviews.
View detailsJohnson City, Tennessee
Worthwhile Wealth Council is an investment advisory firm in Johnson City, Tennessee. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.
View detailsAdvisors serving Johnson City specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Tennessee's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.