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 6 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
18

United States Of America
18

Africa
1

Tunisia
1

Values First Advisors's Leadership

A. E.
Ceo, Founding Partner
Mobile Phone
Email
E. W. I.
Chief Compliance Officer
Mobile Phone
Email
B. N. C.
President
Mobile Phone
Email
R. N.
Co-Founder / Registered Investment Advisor
Mobile Phone
Email
J. M.
Founding Partner, Ceo
Mobile Phone
Email
S. W.
Client Experience Manager
Mobile Phone
Email
C. T.
Financial Planner
Mobile Phone
Email
C. P.
Investment Advisor Representative
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 Info

Location

Last Update

E. T.
Associate Financial Advisor
Mobile Phone
Email
Oct 17, 2024
J. E.
Executive Assistant
Mobile Phone
Email
United StatesTennessee
Jul 29, 2024
M. W.
Administrative Asst
Mobile Phone
Email
United StatesTennessee
Jan 08, 2026

Frequently Asked Questions

What is Values First Advisors known for?

Values First Advisors was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 801 Sunset Drive Suite C100 Johnson City, Tennessee United States; 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 June 2026. These team members are located across 2 continents, including North AmericaAfrica.

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

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

Ceo, Founding Partner: A. E.
Chief Compliance Officer: E. W. I.
President: B. N. C.
Co-Founder / Registered Investment Advisor: R. N.
Founding Partner, Ceo: J. M.

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Values First Advisors Employee Directory

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