Best Financial Advisors in Johnson City

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.7/5.0
Average Rating

Johnson City Financial Landscape

With a population of 65,123, Johnson City is part of the Tri-Cities metropolitan area. The economy is diverse, with healthcare, education, and manufacturing as key sectors.

Major industries
Healthcare, Education, Manufacturing
Population
65K (metro: 200K)
Median household income
$50,000
Unique needs
Focus on healthcare and education sectors, with a growing need for tech integration.
Market Insights
Economic Growth
According to BEA (2023), Johnson City's economy has shown steady growth, driven by healthcare and education sectors.
Wealth Demographics
According to Census (2023), the median income in Johnson City is approximately $50,000, reflecting a stable middle-class demographic.
Advisor Specializations
Based on BLS (2023), financial advisors in the region are increasingly specializing in retirement planning and healthcare investments.
Local Considerations
Cost of Living
According to BLS (2024), Johnson City's cost of living is below the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), the real estate market is competitive, with rising prices but still affordable compared to larger cities.
Business Environment
According to Fortune (2024), Johnson City is fostering a supportive business climate, encouraging startups and small businesses.

Top 5 Financial Advisors in Johnson City

Talley Financial
★ ★ ★ ★ ★ 5
Highlands Wealth Partners
★ ★ ★ ★ ★ 5
BCS Wealth Management
★ ★ ★ ★ ★ 5
East Tennessee Financial Partners - Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Carson Wealth
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Johnson City, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Johnson City-Specific Expertise
For Johnson City residents working in Healthcare, Education, Manufacturing, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Johnson City's healthcare and education focus needs diversification to mitigate economic risks. Real estate may face volatility; consider flood risks and invest in varied sectors.

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Find Financial Advisors in Nearby Cities

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