Expertise.com

Best Financial Advisors in Asheville

Laurels
Laurels

We did the research for you!

Learn more
  • checkbox
    Licensing
  • checkbox
    User Reviews
  • checkbox
    Mystery Shopping Calls

Financial Advisors FAQs

Learn more
Asheville, NCAsheville, NC

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Asheville, NCAsheville, NC

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

521 College Street, Asheville, NC 28801
Asheville, NC 28801
  • Certified Financial Planner (CFP)
  • Financial Planning

ACT Advisors offers financial advice on managing clients' wealth in Asheville. It informs individuals about investment strategies that anticipate and respond to altering marketing conditions. Its advisors assist in retirement planning, maximizing individuals' social security benefits. They work with legal and tax advisors to create and implement estate structuring and settlement strategy. In addition, they provide long-term care, life, health, and accident insurance, as well as education funding options. Founder Doug English has been a CFP for over 20 years.

521 College Street, Asheville, NC 28801
Asheville, NC 28801

Website(828) 398-2802

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

100 Coxe Avenue, Asheville, NC 28801
Asheville, NC 28801
  • Certified Financial Planner (CFP)
  • Financial Planning

Altamont Capital Management, L.L.C., provides financial advisory services to clients in Asheville and the surrounding areas. It assists individuals in preparing for their financial needs by gathering their income and expense data, documenting their goals, and guiding them in finding suitable options to reach their desired outcomes. In addition to financial planning, the company offers insurance and investment services. Its president, James W. Plaster, is an investment advisor representative who holds accident, sickness, and life insurance licenses.

100 Coxe Avenue, Asheville, NC 28801
Asheville, NC 28801

Website(828) 481-8826

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

4 Vanderbilt Park Dr, Ste 350, Asheville, NC 28803
Asheville, NC 28803
  • Estate Planning
  • Certified Financial Planner (CFP)

Austin D Pullicin, CFP is a financial advisor who provides plans for businesses and families in Asheville and the surrounding areas. His areas of expertise include planning for educational funding, disability income, business continuation, and long-term care. Representing Northwestern Mutual, he helps his clients by identifying their goals and constructing a system that prioritizes these targets. Pullicin also coaches clients with the aim of empowering them when it comes to making their own financial decisions.

4 Vanderbilt Park Dr, Ste 350, Asheville, NC 28803
Asheville, NC 28803

Website(828) 210-3810

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

15 (Better)

Score Consistency:

Consistent (Best)

501 College Street, Suite B, Asheville, NC 28801
Asheville, NC 28801
  • Estate Planning

Capital City Financial Partners is a wealth management company serving the Asheville area. Its advisors help clients attain their retirement goals by putting their assets to work through retirement income solutions, wealth management, annuities, investments, and IRA/401(k) rollovers. They also preserve wealth through asset protection, life insurance, and tax-efficient and long-term care strategies. The company also provides IRA legacy planning. Joshua Bradley, the firm's managing partner, and financial advisor is an IAR who has passed the securities exams Series 7, 63, and 66.

501 College Street, Suite B, Asheville, NC 28801
Asheville, NC 28801

Website(803) 782-0671

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

500 Ridgefield Court Suite 100, Asheville, NC 28806
Asheville, NC 28806
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

Dixon Hughes Goodman Wealth Advisors LLC is an independent registered investment advisory firm that serves clients in Asheville. The firm's wealth structuring strategies involve managing investments and insurance, transferring family legacy, and tax planning and compliance. It also helps clients prepare for educational funds and retirement. For businesses, it offers guidance in planning corporate retirement and maintaining financial fitness. The firm offers its services to retirees and pre-retirees, busy professionals, widows or widowers, divorcees, and business owners.

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

Website(828) 236-5898

Show Number
9 Elk Mountain Road, Asheville, NC 28804
Asheville, NC 28804
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Fortune Financial & Insurance, LLC, is an advisory firm serving Asheville. It offers a range of financial planning services, covering estate, insurance, investment, lifestyle, money, and retirement. In addition, it provides advice on tax strategies. It also advises them on utilizing their wealth, recommends investment options, and offers advice on their potential risks. The firm helps clients with budget planning and financial management to enable them to live the life they worked hard for.

9 Elk Mountain Road, Asheville, NC 28804
Asheville, NC 28804

Website(828) 883-9513

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

12A Bay Street, Asheville, NC 28801
Asheville, NC 28801
  • Financial Planning

Holcombe & McGrath is an independent financial advisory and wealth management firm based in Asheville. It helps individuals achieve financial security through college, estate, retirement, and succession planning. It also handles investment management and wealth preservation. In addition, it assists them in insurance, medical, and Social Security plans that fit their needs. Its financial planner, Susan McGrath, worked as an environmental scientist and consultant for the EPA. She utilizes her experience in the agency to advise clients on ESG/socially responsible investing.

12A Bay Street, Asheville, NC 28801
Asheville, NC 28801

Website(828) 252-8228

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

82 Patton Ave, Suite 210, Asheville, NC 28801
Asheville, NC 28801
  • Finance Planning

Horizons Wealth Management is a team of financial professionals that caters to the needs of Asheville. The team offers financial services like cash flow analysis, tax management, risk management, and investment planning. They also assist in planning finances long-term, such as retirement planning and estate and legacy planning. Horizons Wealth Management was established in 2007. David Hunter, one of the principal founders, is a Certified Financial Planner and is registered with the National Association of Personal Financial Advisors.

82 Patton Ave, Suite 210, Asheville, NC 28801
Asheville, NC 28801

Website(828) 337-9395

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

15 (Better)

Score Consistency:

Consistent (Best)

80 Peachtree Rd., Ste 220, Asheville, NC 28803
Asheville, NC 28803
  • Tax Planning
  • Financial Planning

J. Biance Financial is an independent firm that serves clients in Asheville. It assists clients in achieving their financial objectives by recommending wealth management, retirement income, and asset protection strategies. The firm helps pre-retirees and retirees in the areas of asset management, estate planning, and long-term care. Founders Justin M. Biance and Jason C. Biance are insurance professionals and investment advisors. Justin specializes in multi-generational legacy planning, while Jason worked for a Fortune 500 company analyzing investment risks that averaged $31 million a month.

80 Peachtree Rd., Ste 220, Asheville, NC 28803
Asheville, NC 28803

Website(828) 393-0700

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

28 Schenck Parkway Building 2B, Suite 200, Asheville, NC 28803
Asheville, NC 28803
  • Wealth Management

Lionhead Financial Planning is a team of advisors that helps clients in Asheville. The team helps individuals and families pursue their financial objectives through its retirement assurance review process, which includes mitigating taxes. It also provides financial strategies, such as investments, annuities, and IRA legacy planning that are tailored to the customers' lifestyles. Paul Buckle, the company's founder and CEO, is a certified public accountant and a Certified Financial Planner. He holds a Master's degree in Accounting.

28 Schenck Parkway Building 2B, Suite 200, Asheville, NC 28803
Asheville, NC 28803

Website(877) 465-0977

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

50 S. French Broad Ave Ste. 227, Asheville, NC 28801
Asheville, NC 28801
  • Certified Financial Planner (CFP)

OnTrack is a private non-profit that assists people in achieving their financial goals. Serving the Asheville metro, the organization provides individualized services, such as homebuying counseling, foreclosure prevention, and credit counseling. It also offers educational classes about goal setting, savings planning, and insurance needs assessment. In addition, it has special programs designed to financially empower women, seniors, and employees. OnTrack has been serving the community since 1973. It is a member of the National Foundation for Credit Counseling.

50 S. French Broad Ave Ste. 227, Asheville, NC 28801
Asheville, NC 28801

Website(828) 255-5166

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

79 Woodfin Place Suite 201, Asheville, NC 28801
Asheville, NC 28801
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning

Paragon Financial, LLC, is a firm that caters to the needs of clients in the Asheville area. It provides financial planning services for individuals and families who are looking to create, preserve, and manage their wealth. The company also offers retirement income planning, tax and estate planning, risk management, and education planning. Paragon Financial, LLC’s team of professionals has more than 100 years’ worth of collective experience in the financial industry. Its partners are all Certified Financial Planners.

79 Woodfin Place Suite 201, Asheville, NC 28801
Asheville, NC 28801

Website(828) 232-0549

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

6 Wall Street, Asheville, NC 28801
Asheville, NC 28801
  • Financial Planning

Parsec Financial provides services to clients in Asheville and the surrounding areas. The company specializes in managing the wealth of individuals to help them reach their financial goals and needs. It also offers planning services involving business retirement, trust, emerging wealth, and taxes. Parsec Financial is a family-and-employee-owned company that has served over 1,900 businesses, individuals, and families around the community. Its founder, William Boyer, brings over five decades of experience in the investment industry.

6 Wall Street, Asheville, NC 28801
Asheville, NC 28801

Website(828) 255-0271

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

3.9 / 5 ( Good)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

440 Montford Avenue, Asheville, NC 28801
Asheville, NC 28801
  • Certified Financial Planner (CFP)

Starks Financial Group is an independent and woman-owned company that serves clients in Asheville. It guides women, retirees, same-sex couples, and investors in achieving their financial objectives. Its financial planners are advocates of empowerment through financial literacy. Founder Dawn G. Starks established the firm in the metro area in 1999. Her company is affiliated with the broker-dealer firm, Raymond James Financial Services. Starks Financial Group gives back to the community through volunteer works and charitable giving.

440 Montford Avenue, Asheville, NC 28801
Asheville, NC 28801

Website(828) 285-8777

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

603 Alliance Court, Asheville, NC 28806
Asheville, NC 28806
  • Financial Planning

The Palmer Group has been providing business and financial planning solutions to clients in Asheville since 1990. Jeffery Palmer, its founder, is a chartered financial consultant who serves professionals, physicians, and business owners. His financial planning solutions include retirement and tax planning, risk and investment management, and insurance review. He incorporates personalized guidance to help clients and their families achieve their financial objectives. Palmer also provides a financial management maintenance program to monitor the client's management process and make adjustments if necessary.

603 Alliance Court, Asheville, NC 28806
Asheville, NC 28806

Website(828) 687-8818

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

82 Patton Avenue, Suite 610, Asheville, NC 28801
Asheville, NC 28801
  • Certified Financial Planner (CFP)

Webb Investment Services, Inc., helps retirees, families, and business owners around Asheville plan and manage their finances. It employs a partnership-based approach where close communication and detailed assessment are fostered to help clients set their goals. It helps them invest with their values and effectively transfer their assets in matters such as estate and retirement planning, investment management, and wealth protection. Since 1995, founder Laura Webb has been providing support to female professionals around Western North Carolina as a Certified Financial Planner.

82 Patton Avenue, Suite 610, Asheville, NC 28801
Asheville, NC 28801

Website(828) 252-5132

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

22 South Pack Square Suite 400, Jackson Building, Asheville, NC 28801
Asheville, NC 28801
  • Certified Financial Planner (CFP)

Wessel Investment Counsel, L.L.C., offers financial planning and portfolio management services to its clients based in Asheville. Adhering to fiduciary standards, the independent advisory firm helps its clients by focusing on portfolio suitability, insurance analysis, and education funding, as well as planning for retirement and long-term care. Providing trust management and annuity rescue to aid their financial health, it also assists its clients in designing their portfolios that strike a balance between reaching a realistic profit margin and reducing the risks involved.

22 South Pack Square Suite 400, Jackson Building, Asheville, NC 28801
Asheville, NC 28801

Website(828) 232-2000

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

30 Town Square Boulevard Suite 208, Asheville, NC 28803
Asheville, NC 28803
  • Certified Financial Planner (CFP)

Woodstone Financial, LLC, serves the Asheville metro and its surrounding areas. The company provides financial advice and crafts cash flow and expense management strategies, as well as legacy and retirement plans, based on what will help its clients reach their financial goals. Financial advisors from the firm gauge each client's risk tolerance level, design a diverse portfolio, and monitor retirement income while factoring in future taxes, inflation, and the projected rate of return on their portfolio. The founder, Joel Kelley, is a registered advisor at the National Association of Personal Financial Advisors.

30 Town Square Boulevard Suite 208, Asheville, NC 28803
Asheville, NC 28803

Website(828) 225-1730

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Read All FAQS

Wrong city? Here are some nearby places:

Search for Financial Advisors near you