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Monday – Friday | 8:30AM – 5:00PM ET

hello@valuesfirst.com

Home Office:
801 Sunset Drive
Suite C-100
Johnson City, TN 37604
(423) 218-1403 or (276) 623-1225

Jacksonville Office:
203 Fort Wade Rd
Suite 105
Ponte Vedra, FL 32081
(904) 930-4662

Kansas City, KS:
(913) 709-2057‬

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*As of 12/31/2025, we were notice filed in 21 states with clients in 14 additional states in which we are not required to notice file.

Any reference to investment performance on this page is for illustration purposes only and does not represent a guarantee or estimate of future performance nor represent the returns of VFA’s clients whose returns may be higher or lower than those illustrated. While the information contained herein is obtained from sources believed to the reliable, VFA does not guarantee its accuracy or completeness, has no obligation to update, modify or amend this page or otherwise notify the recipient thereof in the event that any matter stated herein, or any opinion, projection, forecast or estimate set forth herein, changes or subsequently becomes inaccurate. Such information is at all times subject to change without notice. Past performance is not necessarily indicative of future results, and all figures are estimates and unaudited unless otherwise noted.

The contents of this page should not be construed as legal, tax, or other advice. Persons are urged to consult their own tax or legal advisers before entering into any agreement or contract.