Find a Financial Advisor in Washington County, TN

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Washington County, TN.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Washington County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Washington County, TN


  • Financial Advisor Close to Washington County, TN

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Washington County, TN


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Washington County, TN

We evaluated over 13,000 RIA firms to bring you the best of the best Washington County financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Washington County, TN?

  • Population: 127,805
  • % of Population 62 Years and Over: 21.8%
  • Average Home Value: $169,500
  • Average Monthly Housing Cost: $775
  • Average Household Income: $69,061
  • Tennessee Total Tax Burden: 5.74% (2nd Lowest in U.S.)
  • Tennessee Property Tax: 1.70% (3rd Lowest in U.S.)
  • Tennessee Individual Income Tax: 0.08% (8th Lowest in U.S.)
  • Tennessee Sales and Excise Tax: 3.96% (14th Highest in U.S.)



The Top Financial Advisor Firms in Washington County, TN

 

MARMO FINANCIAL GROUP, LLC

Website

(423) 282-0514

801 Sunset Drive
Bldg A, Suite One
Johnson City, TN 37604

SEC#: 801-113718
Years in Business: 3 years

BCS WEALTH MANAGMENT, LLC

Website

(423) 283-9821

801 C Sunset Drive
Suite 100
Johnson City, TN 37604

SEC#: 801-60905
Years in Business: 19 years

WOODBURY FINANCIAL SERVICES, INC.

Website

(423) 477-4311

119 Boone Ridge Drive
Suite 403
Johnson City, TN 37615

SEC#: 801-54905
Years in Business: 24 years

WOODBURY FINANCIAL SERVICES, INC.

Website

(423) 477-4311

119 Boone Ridge Drive
Suite 403
Johnson City, TN 37615

SEC#: 801-54905
Years in Business: 24 years

TRIAD HYBRID SOLUTIONS, LLC

Website

(888) 887-9060

4104 North Roan Street
Suite B
Johnson City, TN 37601

SEC#: 801-80075
Years in Business: 7 years

FIRST HORIZON ADVISORS, INC

Website

(423) 461-1277

2112 N Roan Street
8th Floor
Johnson City, TN 37601

SEC#: 801-78594
Years in Business: 8 years

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Website

(855) 270-7787

2335 Knob Creek Road
Suite 105
Johnson City, TN 37604

SEC#: 801-64239
Years in Business: 16 years

WOODBURY FINANCIAL SERVICES, INC.

Website

(423) 477-4311

119 Boone Ridge Drive
Suite 403
Johnson City, TN 37615

SEC#: 801-54905
Years in Business: 24 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(423) 282-0662

302 Sunset Drive
Suite 107
Johnson City, TN 37604

SEC#: 801-78808
Years in Business: 8 years

 


Washington County, TN Financial Advisor FAQs

As a potential client, you want to be sure that an advisor is regulated and has the appropriate licenses. So always make sure to ask about their licenses and make sure to have them verified.
Financial advisors are compensated either on a flat-fee basis, where the advisor is paid an annual fee for his/her services (typically by charging an upfront fee), or based on commission.
The first step is to ask a handful of financial advisor-related questions. When you interview potential advisors, it helps to have a list of questions ahead of time to help you better judge the person's knowledge and background.
If you want to be confident that you're handling your resources well, then a financial advisor is worth considering.