WorthWhile Wealth Council Email Format

Investment ManagementTennessee, United States2-10 Employees

WorthWhile Wealth Council is an investment management and fee-only financial planning firm based in Johnson City, Tennessee. The firm emphasizes integrating all financial decisions to reflect clients’ family, lifestyle, career, retirement aspirations, and benevolent goals, organizing its services around a concept they call “worth living assets.” Its approach combines Modern Portfolio Theory and Behavioral Economics, drawing on insights associated with multiple Nobel Laureates to guide planning and management strategies. The organization positions itself as a boutique practice that offers personalized attention, aiming to understand clients’ dreams, values, and financial situations before tailoring recommendations. Founded and led by Lois Carrier and David Maurice, the team brings extensive experience to a client-focused advisory model that prioritizes long-term, compassionate relationships over rapid growth in a small, regionally situated operation.

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