We incorporate biblical principles as a foundation for your investment management and financial planning process.

We don’t just offer the technical abilities needed for investing, retirement planning, estate planning, tax planning, and more. We also understand your biblical values, and how these impact financial decisions.

Founded in 2009, our team of professionals serves over 900 clients in over 30 states. We use our wealth of knowledge and experience to offer substantial benefits to individuals, families, business owners, and churches.

Locations:  Johnson City, TN  |  Jacksonville, FL  |  Kansas City, KS

For social media terms of use and additional disclosures, please visit: https://valuesfirst.com/socialmedia.

Values First Advisors

Org chart

Teams

Offices