Submitted by Matt.Dellinger… on Tue, 06/23/2026 - 12:13

Tri-Cities, Tennessee

We proudly serve clients throughout the Tri-Cities region, including Johnson City, Kingsport, Bristol, and surrounding communities across Northeast Tennessee and nearby areas along
the Virginia border.

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Comprehensive support for your full
financial picture

We offer coordinated services designed to help Tri-Cities Tennessee-area clients connect retirement, tax, investment, estate, business, and workplace planning decisions through one relationship, with local guidance supported by our broader planning network.

Whether you live in one of the area’s cities or a nearby town, our team is committed to helping you achieve long term financial confidence. Our professionals in this area offer flexible meeting options to fit your needs, including in person consultations, virtual meetings via Zoom, or other convenient locations. By taking the time to understand your unique situation and goals, we create financial strategies designed to keep you on track toward a confident and secure future.

Meet your coordinated team

A clear process from day one

What you can expect, every time

Who we are and why

Plan for life and family finances

Plan your retirement income and timing

Keep wealth aligned in retirement

Business and personal planning support

Ongoing guidance to stay optimized

Evaluate coverage, enhance your plan

Organize timing, income, and taxes

Year-round tax planning and filing

Align your long-term legacy goals

Goals-aligned portfolios and strategies

Reconciliation, reports, year-end prep

Valuation, taxes, and transition planning

Processing, compliance, and tax filings

Plan design and fiduciary administration

Latest financial articles and insights

Client situations and planning outcomes

Downloadable educational resources

Visual explainers and quick takeways

Discuss your needs and next steps

View office locations and contact info

Tri-Cities, Tennessee