What departments does Values First Advisors have?

Values First Advisors has employees across 1 departments including Finance.

What is the largest department at Values First Advisors?

The largest department at Values First Advisors is Finance with 2 employees.

Where are Values First Advisors employees located globally?

Values First Advisors has employees across 2 continents and 2 countries including Tunisia, United States Of America.

How has Values First Advisors's team size changed over time?

Values First Advisors's team has decreased from approximately 8 to 6 employees based on available data.

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Values First Advisors Employee Directory

Financial ServicesTennessee, United States11-50 Employees

Values First Advisors is a financial services firm that integrates biblical principles into its investment management and financial planning process. Based in Johnson City, Tennessee, the firm also maintains offices in Jacksonville, Florida, and Kansas City, Kansas. Founded in 2009, it aims to align clients' financial decisions with their biblical values while applying professional financial expertise.

The firm serves individuals, families, business owners, and churches, offering services that include investing, retirement planning, estate planning, and tax planning. It reports a client base of over 900 clients across more than 30 states.

Values First Advisors Global Highlights

North America
17

United States Of America
17

Africa
1

Tunisia
1

Values First Advisors's Leadership

J. M.
Founding Partner, Ceo
Mobile Phone
Email
S. W.
Client Experience Manager
Mobile Phone
Email
B. P.
Investment Advisor Representative And Financial Planner
Mobile Phone
Email
E. T.
Associate Financial Advisor
Mobile Phone
Email

Values First Advisors Employee Metrics

100%

50%

2026

2025

Banking
Business
Community & Social Services
Legal
Accounting
Other

Contact profiles from Values First Advisors

Name

Title

Contact

Location

Last Update

J. M.
Founding Partner, Ceo
Mobile Phone
Email
S. W.
Client Experience Manager
Mobile Phone
Email
Mar 06, 2026
B. P.
Investment Advisor Representative And Financial Planner
Mobile Phone
Email
Oct 21, 2024
E. T.
Associate Financial Advisor
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Values First Advisors known for?

Values First Advisors was founded in 2009 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-877-832-****

. Explore Values First Advisors's company overview page for more information.

What is Values First Advisors's most common email format?

Values First Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Values First Advisors email formats with LeadIQ.

How many employees does Values First Advisors have currently?

Values First Advisors has approximately 11 employees as of July 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Values First Advisors's key employees and leadership?

As of July 2026, Values First Advisors's key employees include:

Founding Partner, Ceo: J. M.
Client Experience Manager: S. W.
Investment Advisor Representative And Financial Planner: B. P.
Associate Financial Advisor: E. T.

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Values First Advisors Employee Directory

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