Quality Financial Concepts

EST. AUM
$128,841,915

CONTACTS

CLIENT ACCOUNTS
595

Firm Details

Metro area Knoxville
CRD Number 118886
Website qualityfinancial.com
Client types

Overview

Quality Financial Concepts, operating its investment advisory division through QFC Advisory LLC, is an independent registered investment adviser headquartered in Maryville, Tennessee. Founded in 1983 by James D. “Doug” Horn, CFP®, and relocated from Dallas, Texas, to East Tennessee in 2001, the firm provides personalized wealth management, retirement planning, and estate preservation strategies. Operating under a fiduciary standard, QFC distinguishes itself through the integration of tax preparation and proactive tax planning services offered through its affiliated entity, QFC Services LLC. Free from traditional brokerage sales pressures and proprietary product requirements, the firm focuses on objective, goals-based financial advice. Its investment philosophy emphasizes strategic asset allocation through diversified portfolios consisting of domestic equities, fixed-income securities, low-cost ETFs, and institutional mutual funds held with established custodians, including LPL Financial.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Quality Financial Concepts

Platform Details

Investment Preferences

Alternative Activity

Address

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