WorthWhile Wealth Council Employee Directory
Investment ManagementTennessee, United States2-10 Employees
Welcome to Extraordinary Wealth Management WorthWhile Wealth Council's investment management philosophy is based on two academic sources; Modern Portfolio Theory (MPT) and Behavioral Economics, for which five Nobel Laureates have been honored. WorthWhile Wealth Council, is a Fee-Only Financial Planning firm led by two highly experienced Certified Financial Planner™ professionals committed to listening, collaborating and achieving mutually productive partnerships with our clients. Founders, Lois Carrier and David Maurice have served clients continuously together for more than 58 years combined experience. Financial Planning is about so much more than just saving and investing your money. It’s about integrating all your financial decisions to clearly reflect what you care most about: your family, lifestyle, career and retirement aspirations and benevolent purposes. We call these your "worth living assets" and yours are at the center of what we do. We are a boutique firm, serving each client in your unique circumstances with your own distinct values and deserving of our expert objective and personal attention. By first listening carefully and truly understanding your dreams, core values and complete financial situation, your financial planning and management strategies will be competently tailored and maintained to your distinct aims. We believe a principal value in advisory services is to be truly known by your financial planner professional and this is the cornerstone of our client relationships. We will not sacrifice our culture of personal attention for rapid growth. We are committed to maintaining a compassionate, boutique environment for our clients and the team assembled to serve them. This is why we do, what we do, the way we do it.
1-888-653-2347 
support@leadiq.com 
