Celebrating 60 Years In Business! The History and Legacy of B&H Wealth Strategies

Sixty years is a long time to earn trust, especially in wealth management where markets change, families change, and life can turn on a single phone call. Jeff Bingham sits down with Skip Mauney to tell the story behind B&H Wealth Strategies and what it really takes to build a client-first financial planning firm that lasts in Kingsport and throughout Northeast Tennessee and Southwest Virginia.We start at the beginning: April 1, 1966, when Jeff’s dad and co-founder Norman Hensley took a leap from the comfort of an established insurance agency to create something new. Jeff talks about the unseen cost of entrepreneurship, the long hours, and why the families behind the founders mattered as much as the founders themselves. Then the conversation shifts into the defining tests, including a massive heart attack in 1975 and how that season shaped the family and the business.From there, we dig into the values that stayed constant: fiduciary responsibility, putting clients first, and delivering more than we promise. Jeff explains why financial services can be transactional by nature, yet still become transformational when the relationship is built on service, humility, and trust. We also look forward to the next generation, including Jake, and how we plan to adapt with technology and AI while keeping the old fundamentals that work.If you care about retirement planning, choosing a financial advisor, or building a legacy that outlives you, press play and come along for the story. Subscribe, share this with someone who values long-term trust, and leave a review so more listeners can find the Four Seasons Podcast.To learn more about B&H Wealth Strategies visit:https://www.BHRetire.comB&H Wealth Strategies 423-247-1152 Securities and advisory services offered through Silver Oak Securities, Inc., Member FINRA/SIPC. Silver Oak and B&H Wealth Strategies are not affiliated. http://www.finra.org/ http://www.sipc.org/