Values First Advisors, Inc.

Values First Advisors, Inc.

Gray, Tennessee

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 ne...see more

Assets Under Mgmt

$174.91M

Investment Professionals

9

Locations

4

% 401K & Individual

70%

% Discretionary

98%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Reviews for Values First Advisors, Inc.

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