Expertise.com
2024

Last updated:

Best Financial Advisors in Asheville

Our Recommended Top 19

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Asheville Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

39

Reviewed

31

Curated

19

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Asheville, NC
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Why choose this provider?

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Asheville, NC

Why choose this provider?

Need help contacting a Financial Advisor in Asheville? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
Asheville, NC
  • Financial Planning
  • Investment Management
  • Wealth Management
  • Chartered Financial Analyst (CFA)

Why choose this provider?

Jeff Headrick is the Founder and CEO of Inspire and has over 20 years of experience serving investors. Jeff's team of Certified Financial Planners and Chartered Financial Analysts comprise a deep reserve of talent and experience that can help elevate your financial plan. Our mission is to preserve and grow your wealth to have the most significant impact today and for generations to come. We also have the support of Charles Schwab and The Vanguard Group, who provide institutional quality investments and thought leadership for our clients. Inspire is a boutique financial planning and wealth management firm specializing in individuals and families with $1MM to $10MM in investable assets.

License Verified:

License: 4516694

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Facebook
5.0 / 5 (32)
Google
5.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
4.0
Google
4.2 / 5 (5)
Yelp
3.7 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (9)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
4.4
Google
4.4 / 5 (10)

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (24)

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (29)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (14)
Google
5.0 / 5 (9)

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Is estate planning important for Asheville families with special needs children?

    Yes. The need to have an estate plan for Asheville families with special needs children is even stronger. Families need to establish a life plan to make sure that their special needs children will be taken care of in the event of their passing. The focus of the plan is to ensure that children can live a full, quality life even if their parents or guardians are no longer available to help and guide them.

  • In Asheville, are philanthropy/charitable giving and sustainable investing the same?

    No. Philanthropy or charitable giving and sustainable investing in Asheville are different. The act of philanthropy or charitable giving involves giving money with no expectation of returns. On the other hand, sustainable investing provides social and environmental effects while pursuing financial returns. Individuals and businesses use sustainable investing to reinvest and deploy their capital.

  • How much is the maximum contribution of employees for their 401(k) plans in Asheville?

    According to the Internal Revenue Service, as of 2023, the maximum contribution of employees in Asheville is $22,500 per year. This is only applicable to employees who are under 50 years old. If you are 50 years old and older, you can have an additional $7,500 catch-up contribution.

  • What are the benefits of having your financial advisor and CPA in Asheville work together?

    The collaborative approach of your financial advisor and CPA in Asheville can help you address various tax-related matters. They can aid you in managing and building your investment portfolio and resolving Roth conversion issues. They can also help with your real estate decisions and determine the required minimum contributions for your IRA, SEP, and SIMPLE IRA.

  • Why is business planning necessary for entrepreneurs in Asheville?

    Business planning is necessary for entrepreneurs in Asheville because it can help them protect and grow the value they have established in their businesses. It also allows them to improve their benefit programs to reward employees, recruit or retain high-performing workers, and protect your business from financial losses in cases you got hurt or sick.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.