Values First Advisors, Inc. is a Registered Investment Advisor headquartered among the beautiful mountains of Northeast Tennessee. The founding partners created this company with the goal in mind of helping people across America to enhance their investments while aligning them with enduring values.
We have secured a select group of money managers to broaden diversification and add expertise to each client's experience.
We charge monthly asset based management fees and financial planning fees based on the complexity of your financial situation. Any insurance or additional services may incur separate fees that will always be disclosed to you.
We are dedicated to helping lay a solid financial foundation for our clients and our product lineup reflects that commitment. We offer separately managed accounts, mutual funds, ETFs, and other investments. We specialize in retirement income planning and financial planning. We are also licensed to handle your protection and insurance needs.
Sometimes someone will ask us if we are a Christian company. Though all of our founding partners are committed Christians and many of our clients share the same common faith, we welcome clients with diverse backgrounds. We use the Bible to guide our values and are committed to a values-based approach in our financial planning and investment selections.
Our GPS System
GROWING your hard-earned assets is important to attaining your dreams.
PROTECTING the things most important in your life is integral to maintaining those dreams.
SHARING your assets with those you care about most is the culmination of the dreams you’ve planned.
With these three goals in mind, we use a unique ten step process to guide you through the journey of financial planning and help enable you to safely reach your destination. Our team works hard to formulate a unique and personal plan to help you chart your course to the future and plan for the life you’ve always dreamed of.
Take the step and schedule your free consultation—find out how VFA can help you put your dreams in motion.
Toll free: 877-832-3847
Email:
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