WorthWhile Wealth Council

WorthWhile Wealth Council Fee-only, Registered Investment Advisory firm. Certified Financial Planner tm professional team. Instead, we offer references upon request.

WorthWhile Wealth Council offers a solid foundation for client trust and superior confidence in achieving long term financial independence. We design individually tailored portfolios and provide hands-on asset management that is grounded in a partnership of shared results. Our philosophy and methods are focused on delivering market returns at less than market risk. PLEASE NOTE:
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this page not to post recommendations, endorsements or reviews of their experiences with WorthWhile Wealth Council, it's employees and/or services. While endorsements and positive reviews, are certainly appreciated, these are regarded by regulators as ‘testimonials’ which state and Federal law prohibits Investment Fiduciaries from posting or promoting. We reserve the right to delete comments that use profanity or otherwise vulgar language, are off topic, or are not generated by a human being.

Address

508 Princeton Road, Suite 301
Johnson City, TN
37601

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14236100099

Website

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Our Story

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.