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
David Maurice	Johnson City, TN	34
Phillip Worley	Johnson City, TN	4

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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