SEC CRD #801-31093
AFI 0 Skip to Content CONTACT US Open Menu Close Menu CONTACT US Open Menu Close Menu Your FINANCIAL NORTH STAR Insights Featured December 31, 2025 December Newsletter December 31, 2025 Read more December 31, 2025 December 18, 2025 Ultimate Christmas Battle 2025 | YOU Decide Who Wins! December 18, 2025 Read more December 18, 2025 November 30, 2025 November Newsletter November 30, 2025 Read more November 30, 2025 November 7, 2025 Dumb Decisions with Smart Intentions | Are You A Victim? November 7, 2025 Read more November 7, 2025 WE Help Make Things Better People come to us because they want something better... Whether it be a better house, a better retirement, for their kids to go to a better school, or when they are gone, for those kids to have an opportunity to live a better life than they did. In many cases, they’re not even sure what better means themselves. And hey, I completely understand… but that’s ok, we will map that out together. It is our role to help our friends move toward better. To be by their side as they move from one chapter in their life to the next, and to help them navigate the winding paths of life. So, when someone asks me “what we do”. It’s very simple… We help make things better. Meet The Team How We Help People The wealth management and investment advisory industry is too often focused on the perfect portfolio asset allocation, the optimal tax avoidance plan, or the latest strategy to retire a few years earlier. When companies focus on the strategies
PETER W RABER
PRESIDENT
📞 (423) 239-7535
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AUM
$223M
Location
KINGSPORT, TN
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