A complete list of active advisors currently associated with WorthWhile Wealth Council
Warmer can help you find a great advisor at WorthWhile Wealth Council or one who fits your needs even better.
WorthWhile Wealth Council serves individual clients — including high‑net‑worth households — as well as retirement plan sponsors, trusts, and small foundations, providing integrated wealth management, financial planning, and discretionary portfolio management as a fee‑only fiduciary. The firm also offers held‑away advisory services for employer retirement plans, certain annuities and 529 platforms, and provides limited‑scope advice when full account transfer is impractical. The firm implements a strategic, global multi‑asset allocation process documented in customized investment policy statements and typically executed with mutual funds and ETFs, with routine monitoring and rebalancing. Client engagement emphasizes education and behavioral‑finance coaching, regular performance reporting, and the availability of impact‑investment screening tools upon request. WorthWhile discloses a consent order dated August 30, 2023 concerning inadvertent failures related to monthly net capital and recordkeeping and directs clients to its ADV disclosures for more detail. The firm also publishes regular newsletters/blogs (often weekly) and hosts no‑cost educational seminars and workshops — features that are uncommon among similar supported firms — and retains long‑standing client relationships and flexible engagement options such as subscription and hourly consulting.
To learn more about the advisors currently working at WorthWhile Wealth Council, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Johnson City, TN
| 33
| |
Johnson City, TN
| 3
|
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