Serving the Tri-Cities Area including Johnson City, Kingsport & Bristol
Dunham & Deitel Wealth Management | 4104 North Roan Street, Suite B | Johnson City, TN 37604
Why you should use an Independent Advisor
Work with us. Work with family.
Many practitioners in the financial services world are individual professionals, capable in their field but constrained by being “a team of one.” Our team seeks to provide multiple perspectives, helping determine the best plan for you.
Our planning process is included in our standard fee, as is maintenance of the plan to accommodate your changing needs and desires. We consolidate education, retirement, and legacy planning in a simple and understandable set of financial technology tools for everyone with which we work.
Focused on risk management
Risk management starts with a plan to meet the unique needs of each client. Investments chosen in a vacuum seldom meet needs, and often take unnecessary risks. Together, we set appropriate goals through planning with all clients to create effective financial strategies.