Financial Advisors in Kingsport, TN Since 1960
AFI Advisors, known formally as Aldebaran Financial Insights, has served Kingsport and the Tri-Cities since 1960, giving local families more than six decades of financial planning experience to draw on. Every client is paired with a dedicated advisor who coordinates investment management, retirement income planning, tax strategy, and estate planning into one ongoing relationship, rather than being routed through a call center or a rotating cast of representatives. That combination of longevity, local presence, and integrated planning is why families throughout Kingsport and the Tri-Cities choose AFI Advisors.
If you are searching for financial advisors in Kingsport, TN, you likely want more than someone to manage an investment account. You want a local team who understands your goals, your family, and the community you live in. AFI Advisors has been that team since 1960, and remains headquartered at 200 Colonial Heights Rd. in Kingsport.
Areas we serve
Serving Kingsport and the Greater Tri-Cities Region
AFI Advisors works primarily with individuals and families in Kingsport and throughout Sullivan County, and also serves clients across the broader Tri-Cities region, including Johnson City, Bristol, and the surrounding communities of Northeast Tennessee. Many long time clients have worked with the firm for years, and referrals from those relationships remain one of the main ways new families first find AFI Advisors.
Because the firm is based locally rather than operating out of a distant regional office, meetings happen in person at the Kingsport office whenever a client prefers that, and the same advisor stays involved in your plan year after year rather than handing your account off as staff rotate.
Financial Planning Built Around Your Life
No two families share the same financial picture. Your retirement timeline, investment strategy, tax considerations, and legacy goals are unique to you, and a plan built from a template rarely holds up over time. AFI Advisors takes a comprehensive view of your financial life, so every recommendation supports the bigger picture rather than a single account or product.
Face to face meetings and ongoing conversations with your advisor
Strategies aligned with your goals, timeline, and comfort level
Coordinated planning across investments, retirement, taxes, and legacy
A long term relationship, not a one time transaction
Planning for your future
Retirement Planning Kingsport TN Families Can Rely On
AFI Advisors builds retirement income strategies designed to turn a lifetime of savings into a reliable income through retirement. That process includes coordinating the timing of Social Security, planning around required minimum distributions, and sequencing withdrawals in a tax efficient order. Because your advisor also oversees your broader financial plan, retirement decisions are made in context, not in isolation from your tax situation or estate goals.
Whether retirement is decades away or already underway, AFI Advisors works with Kingsport area clients to build an income plan that can adjust as markets shift and life changes.
Planning for your future
Retirement Planning Kingsport TN Families Can Rely On
AFI Advisors builds retirement income strategies designed to turn a lifetime of savings into a reliable income through retirement. That process includes coordinating the timing of Social Security, planning around required minimum distributions, and sequencing withdrawals in a tax efficient order. Because your advisor also oversees your broader financial plan, retirement decisions are made in context, not in isolation from your tax situation or estate goals.
Whether retirement is decades away or already underway, AFI Advisors works with Kingsport area clients to build an income plan that can adjust as markets shift and life changes.
INvestment
Investment Advice Kingsport TN Investors Trust
Investment management at AFI Advisors starts with your comfort level and time horizon, not a model portfolio applied to every client the same way. Portfolios are built to reflect your risk tolerance, income needs, and long term goals, and are reviewed on an ongoing basis rather than left untouched between annual meetings. Because investment decisions are made alongside your retirement and tax planning, changes to your portfolio are weighed against the rest of your financial picture.
Choosing Local
Why Choose a Local, Independent Financial Advisor
AFI Advisors has built its reputation in Kingsport over more than six decades, and that track record shows up in the details of how the firm operates.
Founded in 1960, serving Kingsport and the Tri-Cities for more than six decades
A team of credentialed advisors, including a CFP portfolio manager, a general counsel and tax advisor, and dedicated client service staff
A local office located at 200 Colonial Heights Rd., Kingsport, TN 37663
An ongoing relationship model built on face to face meetings rather than call center service
The Team
Meet the AFI Advisors Team
Your plan is built by a team, not a single generalist working alone. AFI Advisors is led by President Peter Raber, alongside Portfolio Manager Brian Brummett, CFP, and Junior Portfolio Manager Kaylee Feathers, who together manage the investment side of client plans. Robert Ingram serves as General Counsel and Tax Advisor, helping coordinate the tax and legal considerations that come up in a comprehensive plan, while Chassidy Shelton, Chief Administrative Officer, and Dora Larkins, Front Office Administrator, keep client service running smoothly.
Our Approach
How We Work: Our Financial Planning Process
AFI Advisors follows a consistent process with every client, so you always know what to expect.
Listen
We begin by understanding what matters most to you, your goals, questions, and long term vision.
Plan
We develop a comprehensive strategy tailored to your financial life, so each component works together.
Implement
We put your plan into action with discipline and clarity, supporting stability and long term growth.
Guide
Life changes and markets shift. We remain a steady partner, providing ongoing advice and adjustments as needed.
Frequently Asked Questions
How do I know if I need a financial advisor in Kingsport, TN?
You likely benefit from a financial advisor if you are approaching retirement, managing multiple accounts, or facing a major financial decision such as a business sale or an inheritance. AFI Advisors offers a consultation to review your situation and identify where a coordinated plan could help.
What does a financial advisor in Kingsport, TN typically charge?
Financial advisor fees vary by firm and service type, and are commonly based on a percentage of assets managed, a flat planning fee, or a combination of the two. AFI Advisors reviews its fee structure directly with each client during the initial consultation, so there are no surprises later.
Is AFI Advisors only for high net worth clients?
No, AFI Advisors works with individuals and families at many stages of financial life, not only high net worth clients. The process starts by listening to your goals, so the plan is built around your circumstances rather than a strict account minimum.
What is the difference between a financial advisor and a financial planner?
A financial planner typically builds a comprehensive plan covering retirement, taxes, and legacy goals, while a financial advisor may focus more narrowly on managing investments. AFI Advisors provides both functions together, coordinating investment management with retirement, tax, and estate planning under one relationship.
How often will I meet with my AFI Advisors financial advisor?
AFI Advisors meets with clients face to face on an ongoing basis, with the exact frequency depending on your needs and the complexity of your financial life. Clients are also free to reach out between scheduled meetings whenever questions come up.
Your Financial North Star
Every financial decision should move you in a clear direction. At AFl, we provide steady guidance to help you move forward with confidence. Call our Kingsport office today to schedule your personal consultation and take the first step toward lasting financial clarity.