BCS Wealth Management, LLC, headquartered in Johnson City, TN, is a prominent investment advisory firm dedicated to helping clients achieve their financial goals. With a total of 11 skilled professionals, including 6 experienced investment advisors, they offer comprehensive wealth management services. BCS Wealth Management distinguishes itself in the industry with an impressive average of approximately $356,260,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure encompasses various types, such as a percentage of assets under management and performance-based fees. This incentivizes their team to deliver exceptional results for their clients. BCS Wealth Management proudly serves over 540 individual clients, expertly managing more than $521,561,000 in assets. They specialize in catering to high net worth individuals, with the majority of the assets they manage belonging to this esteemed client segment. While BCS Wealth Management primarily focuses on managing discretionary assets, they also possess the expertise and capability to effectively manage employer funds. Additionally, although 401K and individual accounts represent less than 30% of their assets under management, they remain committed to providing exceptional service in these areas. Operating out of two offices, BCS Wealth Management is deeply rooted in the local community of Johnson City, TN. The firm boasts an exceptional team of advisors, including highly tenured professionals such as Nathan Goodwin, Nicholas Clay, and Myra O'Dell. These accomplished individuals, along with the entire team, are dedicated to delivering personalized and strategic investment solutions to their clients, ensuring their financial prosperity and peace of mind.

Marmo Financial Group, LLC is a reputable investment advisory firm based in Johnson City, TN. With one office location, they have established themselves as a reliable and trusted partner in the financial industry. With a total of 9 employees, including 2 dedicated investment advisors, Marmo Financial Group, LLC offers a personalized approach to investment management. With an average of $99,430,000 in assets under management per investment advisor, Marmo Financial Group, LLC demonstrates a solid track record and financial expertise. Their compensation structure is flexible, including options such as a percentage of assets under management, fixed fees, and hourly charges. Notably, approximately half of the firm's assets under management come from employer 401Ks and individual clients, showcasing their extensive experience and proficiency in this space. As a discretionary asset management firm, Marmo Financial Group, LLC has complete authority to make investment decisions on behalf of their clients. With over 900 individual clients and an impressive $198,860,000 in assets under management, the firm has built a strong client base. Scott Marmo and Sasha Stewart, two of the longest tenured registered advisors, bring a wealth of experience and expertise to the company. Overall, Marmo Financial Group, LLC is committed to providing exceptional financial advisory services, tailored to their clients' unique goals and needs. Through their knowledgeable team and comprehensive range of compensation options, they strive to deliver excellent results and foster long-term financial success for their clients.

Concorde Financial Resources is a small investment advisory firm located in North Wilkesboro, NC, with a strong presence in the financial services industry. With over 170 individual clients and assets under management exceeding $173,839,000, the company has established a solid reputation for delivering comprehensive investment solutions. Operating from two offices, Concorde Financial Resources offers a range of services to its diverse clientele. As a registered representative of a broker-dealer and an insurance broker or agent, they are well-equipped to address various investment and insurance needs. Notably, the firm has accumulated extensive expertise in managing employer 401Ks and individual assets, making them a trusted partner in retirement planning. With 94% of their assets under management being discretionary, Concorde Financial Resources demonstrates a keen ability to proactively navigate the financial landscape on behalf of their clients. Catering primarily to high-net-worth individuals, the firm understands the unique needs and goals of this affluent demographic. The compensation structure at Concorde Financial Resources encompasses multiple types, including a percentage of assets under management. This approach aligns their interests with the success of their clients' investments, fostering a strong commitment to achieving optimal results. The firm boasts a team of three dedicated professionals, two of whom specialize in investment advisory services. Each advisor manages an average of approximately $86,920,000 in assets, reflecting the industry average and indicating a balanced workload. Concorde Financial Resources takes pride in its experienced team, which includes long-tenured advisors such as Kenan Kurtz, Wade Sanders, and Mary Ferguson. Their expertise and commitment to client satisfaction have contributed to the firm's continued growth and success in the financial services sector.

Concord Wealth Partners, based out of Abingdon, VA, is a local investment advisory firm with a dedicated team of professionals. With a total of 17 employees, 13 of whom provide investment advisory services, Concord Wealth Partners offers comprehensive financial guidance to a diverse clientele. Their extensive expertise is reflected in the management of over $693,838,000 in assets under their care, with an average of $63,110,000 in assets per investment advisor, aligning with industry standards. The firm's compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring a flexible approach tailored to each client's unique needs. Concord Wealth Partners prides itself on its ability to effectively manage discretionary assets, with 100% of the assets they oversee falling under this category. This level of trust is further bolstered by their experience in handling employer 401Ks and individual portfolios, accounting for approximately half of their assets under management. With eight offices serving the local community, Concord Wealth Partners has established itself as a reputable institution in the region. The firm boasts a seasoned team of advisors, including Justin Lopez, Jonathan Lopez, and Jonathan Weatherly, who bring a wealth of knowledge and expertise to their clients. By cultivating strong relationships and providing personalized financial solutions, Concord Wealth Partners strives to help individuals and businesses achieve their investment goals and secure their financial future.

Values First Advisors, Inc. is a local investment advisory firm based out of Gray, TN, dedicated to providing personalized financial guidance to individuals and businesses. With a strong focus on putting values first, they prioritize the unique goals and aspirations of their clients. Operating from their five offices, Values First Advisors, Inc. boasts a team of 11 dedicated professionals, nine of whom specialize in investment advisory services. With an average of $19,430,000 in assets under management per investment advisor, their expertise and experience ensure that clients receive expert guidance tailored to their specific needs. The firm's compensation structure is flexible and diverse, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Their commitment to transparency and fair compensation demonstrates their dedication to putting their clients' best interests at the forefront. One of Values First Advisors, Inc.'s key strengths lies in managing employer 401Ks and individual assets, which make up approximately half of their assets under management. Their extensive experience in this space has allowed them to cultivate strong relationships and deliver exceptional results for their clients. With a vast client base of over 890 individuals, Values First Advisors, Inc. oversees more than $174,913,000 in assets under management. The firm takes pride in its long-tenured advisors, including Michael Mitchell, Kenneth Brewer, and Roy Nunn, who bring a wealth of knowledge and expertise to the table. Values First Advisors, Inc. is committed to providing trustworthy and holistic financial advice, empowering clients to make informed decisions that align with their values and financial aspirations.

Allen Wealth Management, LLC, headquartered in Boone, NC, is a small investment advisory firm dedicated to helping individuals and employer 401Ks achieve their financial goals. With seven talented employees, three of whom specialize in providing comprehensive investment advisory services, they bring a wealth of knowledge and expertise to their clients. The firm's impressive average of approximately $32,140,000 in assets under management per investment advisor is a testament to their commitment to delivering exceptional results. Their compensation structure is flexible, offering options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring clients can choose a plan that aligns with their specific needs. Allen Wealth Management, LLC takes pride in their extensive client base, which includes over 800 individual clients and total assets under management of more than $382,320,000. Notably, a significant portion of their assets are derived from employer 401Ks and individuals, demonstrating their strong experience and expertise in this sector. With a remarkable 74% of their managed assets being discretionary, Allen Wealth Management, LLC enjoys the trust of their clients to make strategic investment decisions on their behalf. Their commitment to personalized service and attention to detail has established lasting relationships with their clientele. Within their Boone office, several of the firm's most experienced and dedicated advisors have made significant contributions to its success. Bradley Greer, Jonathan Allen, and Eric Franklin are among the longest tenured advisors, each bringing their unique perspectives and expertise to further enhance the firm's services. Allen Wealth Management, LLC stands as a reputable and reliable partner for individuals and employer 401Ks seeking comprehensive investment advisory services in the Boone, NC area and beyond.