About Values First Advisors, Inc.
Values First Advisors, Inc. is a leading Christian financial advisory firm specializing in biblically responsible investing, personalized financial planning, and comprehensive wealth management. With offices in Johnson City, TN, Jacksonville, FL, and Kansas City, KS, Values First Advisors serves clients across over 30 states, helping individuals, families, and business owners align their financial goals with their faith. Their dedicated team of financial advisors and professionals provides expert guidance in retirement planning and investment management, ensuring a principle-centered approach to financial stewardship. Values First Advisors is committed to helping clients pursue financial strategies that reflect their values, focusing on long-term goals and leaving a lasting legacy. From the Tri-Cities, TN area (Johnson City, Kingsport, and Bristol) to Northeast Florida (Nocatee, Ponte Vedra, and the greater Jacksonville area), they offer tailored solutions and a unique client experience centered on love, integrity, purpose, teamwork, and growth. Discover faith-based financial planning with Values First Advisors.
Website: https://valuesfirst.com/
Founded: 2009
Employees: 13
Office Locations
- Johnson City, TN (Headquarters)
- Ponte Vedra, FL
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $202.0M
Team Members
- Alex Ellis, Partner, Principal
- Benji Nunn, Partner, Principal
- Roy Nunn, Co-Founder, Financial Advisor
- Cliff Taylor, Financial Advisor
- Connie Pearson, Financial Advisor
- Ken Brewer, Financial Advisor
- Michael Mitchell, Investment Analyst & Portfolio Manager
- Ed West, Chief Compliance Officer & Operations Manager
- Stephanie Walding, Client Experience Manager