We incorporate biblical principles as a foundation for your investment management and financial planning process. We don’t just offer the technical abilities needed for investing, retirement planning, estate planning, tax planning, and more. We also understand your biblical values, and how these impact financial decisions. Founded in 2009, our team of professionals serves over 900 clients in over 30 states. We use our wealth of knowledge and experience to offer substantial benefits to individuals, families, business owners, and churches. Locations: Johnson City, TN | Jacksonville, FL | Kansas City, KS For social media terms of use and additional disclosures, please visit: https://valuesfirst.com/socialmedia.
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Values First Advisors Questions
The Values First Advisors annual revenue was $872000 in 2026.
Alex Ellis is the CEO, Founding Partner of Values First Advisors.
10 people are employed at Values First Advisors.
Values First Advisors is based in Johnson City, Tennessee.
The NAICS codes for Values First Advisors are [523, 52, 52393, 5239].
The SIC codes for Values First Advisors are [62, 628].
Top Values First Advisors Employees
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Alex Ellis
CEO, Founding Partner at Values First Advisors
Florida, United States44 -
Benji Nunn
President at Values First Advisors
Johnson City, TN, US1 -
Ed West
Chief Compliance Officer at Values First Advisors
Blountville, TN, US35 -
Roy Nunn
Founding Partner, Vice President at Values First Advisors
Abingdon, VA, US45+ -
Cliff Taylor
Financial Planner at Values First Advisors
Johnson City, TN, US11 -
Janet Ellis
Executive Assistant at Values First Advisors
United States1 -
Ken Brewer
Financial Advisor at Values First Advisors
Johnson City, TN, US1 -
Stephanie Walding
Client Experience Manager at Values First Advisors
Johnson City, TN, US
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