Find a Financial Planner in Buncombe County, NC

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Buncombe County, NC.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Buncombe County 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 Buncombe County, NC


  • Financial Advisor Close to Buncombe County, 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 Buncombe County Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Buncombe County area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Buncombe County can include managing client retirement accounts, investments, tax plans, and more.
23.7% of Buncombe County'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 Buncombe County area can create a custom plan and walk with you each step of the way.
In the Buncombe County area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
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 Buncombe County area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Buncombe County area who determine what breaks are available to you to minimize your tax payments. 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 involves working with an attorney or financial advisor in the Buncombe County area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Buncombe County area when dealing with high-interest credit card debt and private student loans.

 

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

We evaluated over 13,000 RIA firms to bring you the best of the best Buncombe County financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Buncombe County, NC?

  • Population: 256,886
  • % of Population 62 Years and Over: 23.7%
  • Average Home Value: $249,400
  • Average Monthly Housing Cost: $954
  • Average Household Income: $74,505
  • 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 Buncombe County, 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