Find a Financial Planner in Asheville, NC

 

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We Only Work With The Best Asheville Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Asheville, NC


  • Financial Advisor Close to Asheville, NC

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Asheville Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Asheville area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Asheville is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
21.7% of Asheville's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Asheville area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Asheville area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Asheville area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Asheville area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. North Carolina has unique laws defining which actions trigger a taxable event and has the 17th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Asheville area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Asheville area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Asheville, NC


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Asheville, NC

We evaluated over 13,000 RIA firms to bring you the best of the best Asheville financial advisors.
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How Retirement-Friendly is Asheville, NC?

  • Population: 91,560
  • % of Population 62 Years and Over: 21.7%
  • Average Home Value: $276,900
  • Average Monthly Housing Cost: $1,061
  • Average Household Income: $70,949
  • North Carolina Total Tax Burden: 8.07% (17th Lowest in U.S.)
  • North Carolina Property Tax: 2.15% (10th Lowest in U.S.)
  • North Carolina Individual Income Tax: 2.63% (15th Highest in U.S.)
  • North Carolina Sales and Excise Tax: 3.29% (24th Lowest in U.S.)


The Top Financial Advisor Firms in Asheville, NC


ALTAMONT CAPITAL MANAGEMENT

Website

(828) 236-0610

100 Coxe Avenue

Asheville, NC 28801

SEC#: 801-107614
Years in Business: 5 years

ALTAVISTA WEALTH MANAGEMENT, INC.

Website

(828) 684-2600

4 Vanderbilt Park Drive, Suite 310

Asheville, NC 28803

SEC#: 801-62511
Years in Business: 17 years

ACT ADVISORS

Website

(828) 398-2802

521 College Street

Asheville, NC 28801

SEC#: 801-80418
Years in Business: 6 years

EARTH EQUITY ADVISORS, LLC

Website

(877) 235-3684

46 Haywood St. Suite 201

Asheville, NC 28801

SEC#: 801-119747
Years in Business: 0 years

HORIZONS WEALTH MANAGEMENT

Website

(828) 337-9395

82 Patton Ave.
Suite 210
Asheville, NC 28801

SEC#: 801-116722
Years in Business: 1 years

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

Website

(828) 236-5801

500 Ridgefield Court, Suite 100
Suite 100
Asheville, NC 28806

SEC#: 801-58035
Years in Business: 20 years

CAMDEN FINANCIAL MANAGEMENT, INC.

Website

(480) 998-7786

1059 Columbine Road

Asheville, NC 28803

SEC#: 801-60348
Years in Business: 19 years

COLTON GROOME FINANCIAL ADVISORS, LLC

Website

(828) 252-1816

1127-B Hendersonville Road

Asheville, NC 28803

SEC#: 801-113274
Years in Business: 2 years

PARSEC FINANCIAL

Website

(828) 255-0271

6 Wall St

Asheville, NC 28801

SEC#: 801-16359
Years in Business: 39 years

BRICK STREET EQUITY MANAGEMENT

Website

(828) 232-2223

Two Town Square Blvd
Suite 200
Asheville, NC 28803

SEC#: 801-109011
Years in Business: 4 years