Financial Advisors for Now and the Future.

About Us

Our financial advisors in Kingsport, Tennessee, utilize a process designed to help you identify goals and objectives, learn associated risks, and develop a personalized game plan. It’s why we are proud to provide financial advice in northeast Tennessee and southwestern Virginia.

You have dreams that you want to accomplish now, and dreams for your future. We want to help you realize those dreams. We often work with people who are frustrated because they don’t know if their money is working as hard as they do. Let’s make sure that’s not they case.

Our Kingsport financial advisors will help you create an effective game plan, provide advice in a common language, and do it with straightforward fees. We’re here for you if you’re looking for financial advice associated with retirement planning, financial planning, estate planning, trust services, planning for your family, wealth management, leaving a legacy for your children and grandchildren, tax efficiency, and beyond.

WE’LL HELP YOU DISCOVER HOW TO GET THE MOST OUT OF YOUR MONEY NOW AND IN THE FUTURE.

Wealth
Management

Retirement Income Planning

Trust Services

Resources

The Sustainable Edge – by Ron Carson and Scott Ford – New York Times Bestseller

Achieving the “Sustainable Edge” is not solely about creating a business where you can fulfill your passions. It also means having time for the three or four other things in your life you are passionate about. By narrowing your focus to just a few passions, you will enjoy your life more than if you try to pursue twenty passions at once. We will help you do that through the ideas and lessons taught in this book. Order your copy:

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Financial Jiu-Jitsu: A Fighter’s Guide to Conquering Your Finances – by Scott Ford

Learning Jiu-Jitsu taught Scott Ford to face both personal and professional challenges head on – to anticipate problems, to be open to new ideas, and to seize opportunities. In Financial Jiu-Jitsu, he teaches you how to use the guiding principles of finance to build a solid financial foundation you can leverage to help you achieve your long-term financial goals while building lasting wealth for you and your family.

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The Widow’s Wealth Map: Six Steps to Beginning Again – by Scott Ford

This compassionate look at a unique and difficult kind of financial planning lays out a simple plan for putting your financial world back together after loss. Scott lays out a step-by-step program for managing wealth and making sense of a new chapter in life.

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HOW FAR ARE YOU From Being Ready for Retirement?

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Our Advisors

Scott Ford

RFC
Managing Director, Partner & Wealth Advisor

John Saunders II

Senior Wealth Advisor

Emily Lee

CFP®
Wealth Advisor

Jonathan Mullins

CFP®
Wealth Advisor

Christopher Abla

AWMA®, APMA®, AAMS®, CRPC®
Wealth Advisor

Primary Service Areas:
We are proud to serve northeastern Tennessee and southwestern Virginia, including Kingsport, Mt. Carmel, Church Hill, Johnson City, Bloomingdale, Harrtown, Colonial Heights, Windmere, Spurgeon, Weber City, Big Stone Gap, Bristol, Greeneville, Rogersville, Abingdon, Norton, and everywhere in between.

Disclosures:
Please note not all advisors affiliated or using the name of Carson Wealth offer securities through Cetera Advisor Networks LLC, Member FINRA/SIPC, or offers investment advisory services through CWM, LLC. Please visit the locations page on this website for information related to specific advisors at each location for more disclosures related to which firms they offer securities business through, if any, or which firm they offer advisory services through.