Summit Wealth Advisors provides personalized financial advisory services to individuals, families, and small business owners throughout Jonesborough, TN. Our team of certified advisors brings 24 years of combined experience in Business Financial Planning and Succession Planning, developing comprehensive strategies tailored to your unique financial situation and life goals. Located near the waterfront area, we serve clients from the midtown area and communities across the region. We believe in building long-term relationships based on trust, transparency, and fiduciary responsibility. Jonesborough is a family-friendly community with tree-lined streets and a strong sense of civic pride, and our mission is to help its residents build, protect, and grow their wealth through evidence-based financial planning and disciplined investment management.
Explore the full range of finance services available from Summit Wealth Advisors in Jonesborough, TN:
Business Financial PlanningSuccession PlanningProfit SharingInvestment ManagementTax-Loss HarvestingIndex Fund StrategiesJonesborough is a family-friendly community with tree-lined streets and a strong sense of civic pride. Summit Wealth Advisors is proud to serve clients throughout the Jonesborough metro area, from the midtown area to neighborhoods near the waterfront area. Whether you live along Industrial Boulevard or on the outskirts of town, our team is committed to providing exceptional finance services to every corner of our community.
I was hesitant about working with a financial advisor, but Summit Wealth Advisors made the process comfortable and judgment-free from the first meeting. They serve the the midtown area area of Jonesborough and their reputation is well-deserved. Smart strategies, clear communication, and genuine care for my financial wellbeing.
The team at Summit Wealth Advisors is genuinely invested in their clients' success. Since starting profit sharing with them, I have seen significant tax savings, better investment returns, and a clear path to retirement. They are a true asset to the Jonesborough financial advisory community.
Summit Wealth Advisors has completely transformed how my family approaches our financial future. Their team near the waterfront area in Jonesborough took the time to understand our goals, our risk tolerance, and our timeline. The succession planning strategy they developed was personalized, sophisticated, and has already produced measurable results.
No. Summit Wealth Advisors offers a complimentary initial consultation to Jonesborough, TN residents. During this meeting, we will discuss your financial goals, review your current situation, and explain how our advisory services can help you achieve long-term financial security.
Yes. As fiduciary advisors, Summit Wealth Advisors is legally obligated to act in your best interest at all times. This means our recommendations are based solely on what is best for you — not on commissions or incentives. Jonesborough residents can trust that our advice is always aligned with their goals.
Summit Wealth Advisors works with clients at various stages of their financial journey. Whether you are just starting to build wealth or managing a substantial portfolio, our Jonesborough advisors can develop a strategy appropriate to your situation and goals.
Summit Wealth Advisors provides regular review meetings — typically quarterly — to ensure your financial plan stays on track. Jonesborough clients can meet in person at our office near the waterfront area or via video conference. We are also available by phone and email for questions between meetings.