Here is a list by state of financial advisors who offer our portfolios.
(Some of these advisors can work with investors in any state and some have no investment minimums)
Unsure on how to get started?
Contact Carter at 423-722-1776 extension 1
or send an email to contact@americanvalues.com
California
Florida
Alex Ellis
Values First Advisors
Ponte Vedra, Florida
903-930-4662
Minimum Investment: $100K
Serves clients in all states
Kansas
Connie Pearson
Values First Advisors
Desoto, Kansas
913-709-2057
Minimum Investment: $100K
Serves clients in all states
Montana
Tennessee
Benji Nunn
Values First Advisors
Johnson City, Tennessee
423-218-1403
Minimum Investment: $100K
Serves clients in all states
Cliff Taylor
Values First Advisors
Johnson City, Tennessee
423-218-1403
Minimum Investment: $100K
Serves clients in all states
Ken Brewer
Values First Advisors
Johnson City, Tennessee
423-218-1403
Minimum Investment: $100K
Serves clients in all states
Matthew Albritton
Valor Financial Planning
Johnson City, Tennessee
423-268-0973
Minimum Investment: None
Serves clients in all states
Matt Vysoky
Both Hands Financial Group
Nashville, Tennessee
615-497-1327
Minimum Investment: None
Serves clients in all states
Neal Parrish
Both Hands Financial Group
Nashville, Tennessee
615-319-9067
Minimum Investment: None
Serves clients in all states
Dave McCain
CrossBridge Wealth Management
Johnson City, Tennessee
423-477-4311
Minimum Investment: $250K
Serves clients in all states
Don Meyer
Both Hands Financial Group
Nashville, Tennessee
615-347-1752
Minimum Investment: None
Serves clients in all states
Virginia and Washington DC
Dave Ermlick
Cornerstone Senior Services
Centreville, Virginia (near Washington DC)
703-338-7103
Minimum Investment: None
Serves clients in all states
Joe Maggiore
Legacy Planning Alliance
Virginia Beach, Virginia
757-549-9681
Minimum Investment: None
Serves clients in all states
Washington
Illinois
Dirk Swiderek
First Advisors National
Palos Height, Illinois
708-296-2470
Minimum Investment: $100K
Serves clients in all states
Kentucky
Fred McDonald
First Advisors National
Murray, KY
615-890-5249
Minimum Investment: None
Serves clients in all states
Doug Vowell
Vowell Financial Group
Bowling Green, KY
doug@vowellfg.com
615-347-6044
Minimum Investment: None
Serves client in all states
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