Welcome To

Terril & Company Private Wealth Management

Put Our Independence and Fiduciary Position To Work for You

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Market Updates...

  • July 1,2025 Updated Comments
  • June 4,2025 Updated Comments
  • May 12,2025 Updated Comments
  • April 16,2025 Updated Comments
  • April 9,2025 Updated Comments

Terril & Company is an independent wealth management company founded in 1979 by John “Joe” Terril. Since then, referrals from satisfied clients and third-party professionals have fueled virtually 100% of its growth. We continue to be a steadily growing firm with over 900 million in assets under management.

The company takes a highly personal approach to serving clients, which typically include high net worth individuals, trusts and private/corporate retirement plans.

Members of the Terril staff answer their own phones and truly offer close, personal service.

The investment selections Terril makes are based solely on their potential to produce positive, long-term returns for clients. The firm derives 100% of its revenue from client fees and 0% from commissions tied to the sale or purchase of securities.

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CALL TO ACTION

Let’s Plan Your Financial Future Together

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Our Philosophy

Philosophy

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TEAM MEMBER

Our Expert Team Make You To Reach Your Goal

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team

David Carter

Senior Portfolio Manager

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Tricia Warner

Operations Manager

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Brian Curtis

Chief Information Officer

PORTFOLIO LIST

Some Of Our Recent Work Where We Helped

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TESTIMONIAL

What Our Happy Clients Says About Our Company

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Best Corporating..

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Alison Housten,
( Assitant Manager )
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Best Corporating..

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Alison Housten,
( Assitant Manager )
TEAM MEMBER

Market Outlook

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Videos

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Outlook Blog

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In The News

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