Financial Advisors in North Carolina

William Ertel, CFP, CMFC, CPA/PFS
Tassel Capital provides fee-only investment, financial and stewardship guidance to individuals. Services include financial planning (comprehensive, modular or hourly) and investment management. Tassel Capital provides a complimentary meeting to listen and understand client goals and needs.... See More

Patrick Rush, CFP, CLU, MBA
Triad Financial Advisors (TFA) has been helping individuals and families LIVE WITH INTENTION for over 35 years. Founded by a female, Carter Leinster, TFA has become a destination firm for female investors. Today, led by CEO Patrick Rush, the firm is proud to have 7 investment advisers who have earned the CERTIFIED FINANCIAL PLANNER™ designation and provides fiduciary financial planning and investment advisory services to both female and male clientele. TFA is one of the few fee-only firms in Greensboro and was recognized in 2016 and 2017 as one of the Top 300 Registered Investment Advisory firms in the United States by the Financial Times. In addition, Patrick Rush was recognized by Barron's as one of "America's Top 1,200 Financial Advisors" in 2017, ranking #7 in North Carolina.
TFA manages approximately $560 million in client assets (as of 6/1/17), working with over 600 households across the country. However, TFA does not measure success solely by a client's assets, but rather their ability to achieve their goals and lead satisfying retirements. TFA strives to help clients LIVE WITH INTENTION.... See More

Mo Vidwans, CFP, MBA
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css); @import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css); We are fee only, independent personal financial planners. Our fees are based on the amount of time we spend on your project and fees are discussed ahead of the work so that you have a good idea how much the cost would be. We do work in all aspects of Financial Planning from Investments to Retirement Planning. We guide our clients through all stages from gathering information to implementation of the plan. Financial Planning is no longer a luxury for most Americans, it has become a necessity.... See More

Erin Campbell, CFP, CPA/PFS
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At Beacon Financial Strategies, we offer both introductory and ongoing financial planning engagements that can be tailored to meet the needs of individuals throughout all stages of their financial life.
Net Worth Management, our flagship ongoing service, combines financial planning, investment management, tax preparation and tax planning services under one fee arrangement. This service is most appropriate for those individuals who have complex and intertwined financial planning and tax concerns. Executives exposed to the alternative minimum tax (AMT), retirees deciding on the most tax-efficient method of taking retirement distributions and business owners who are searching for ways to limit their tax burden are all candidates for Beacon's wealth management service. For those who would prefer a one-time or introductory service, Beacon professionals work as a team to generate a financial plan and develop planning strategies that focus on strengthening a client's financial standing. Areas of focus may include: Retirement Feasibility Planning Portfolio Sustainability Retirement Distribution Strategies Income Tax Minimization Strategies Estate Planning Cash Flow and Budgeting Debt Management Financial Risk Management Education Planning Executive Stock Option Planning
To find out more, please visit our website at www.BeaconFinancialStrategies.com
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Ed Taylor, CFP
Taylor Financial is an independent Fee-Only financial planning practice that provides on-going investment management services. We pride ourselves on providing competent and refreshingly unbiased advice.We offer a confidential introductory meeting where we will discuss your future goals and current financial situation. This first meeting is complimentary and requires no obligation on your part. Please click on the link to the left “Visit Our Website” to review all of our services and to schedule an appointment. We can provide a checklist of items that would be helpful to bring to this meeting.As a member of NAPFA, we take our role as a financial fiduciary very seriously. We represent our client’s best interest in helping them make financial decisions. There are no products sold, sales quotas or commissions generated from our recommendations. You will be amazed at our transparency. All of our advice is centered on your individual situation.... See More

Executive Benefits, Employee benefits planning

Safe and No risk retirement planaging and fund management. Life Insurance and final expense planning with free consultations. We come to you.

We focus on retirement planning and investment management for families and small businesses.

Benefit Planners. Financial Advisory and Investment Planning. Located in Hendersonville, NC. 800-693-408. Three divisions are Individual planning, Company Group Benefits and Investment services. Specialty areas are Cash Flow planning, IRA distribution, Pension Distribution planning, the Infinite Banking Concept, Personal Pensions, Being Your Own Banker, Home Equity management & Annuity services. We serve Western NC and specifically Hendersonville, Asheville, Waynesville, Brevard and Black Mountain.... See More

Philip Gibson, CFP
Elation Wealth is a virtual, fee-only, financial planning, and investment management firm focused on serving young professionals, educators, and baby boomers.

Thomas Velevis, CFP
Established in 1994, the firm manages investments and otherwise provides counsel for individuals who are retired or preparing for retirement. Investment Management is the firm's primary service:Written Investment Strategies,Execution of these Strategies,Reviews that include Consolidated Statements and Performance.
Fees, based on assets under management. are paid by the firm's clients. The firm does not accept third-party payments or commissins from the investments it purchases on behalf of its clients. Service is provided on a discretionary basis.
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Barry Swaim, CFP
Wealth Management Group, Inc. is a personal financial advisory firm dedicated to providing comprehensive financial planning to middle America on a fee-only basis. Our goal is to form long-term, fiduciary relationships with our clients in order to create, implement and manage holistic financial plans on an on-going, proactive basis. We seek to minimize client expenses and to eliminate any potential conflict of interest in the advisory relationship. Trust is the central element in the client / advisor relationship. By working with clients on a continuous basis and eliminating all conflicts of interest, we can focus on helping our clients reach their financial goals and realize their life dreams.... See More