Financial Advisors in Brevard, North Carolina (Transylvania County)

Jon Green, CFP, CPA/PFS, JD, MBA
Encompass Advisors, a Fee Only Registered Investment Advisor, combines the disciplines of investment management, finance, law and taxation. Our one fee includes investment management, financial planning and Social Security strategies to optimize retirement benefits. Our expertise is financial and investment advice fulfilling the dual but incongruent objectives of sophisticated investors: realistic risk-adjusted returns and capital preservation. Jon Randolph Green, President of Encompass Advisors, is an Attorney, Certified Public Accountant, Certified Financial Planner and a AICPA Personal Financial Specialist. Jon is a member of the American Institute of Certified Public Accountants (AICPA) and the Personal Financial Planning section of the AICPA. He also holds a Master of Business Administration (MBA) in Finance (summa cum laude) from Indiana University. Our goal is to achieve our clients' return objective with the least amount of risk that minimizes the potential loss of capital in any market environment. We are not an aggressive firm just seeking clients to finance fast growth, large profits and big bonuses. We are experienced, fee-only specialists who are independent and objective, with one agenda…..the best interest of our clients.... See More

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

Michael Collie, AIF, CFP, CMFC
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);Collie Financial Planning, Inc. provides comprehensive financial planning and investment management to individuals. We also serve as a fiduciary advisor to businesses, helping them manage their 401K plans. Risk measures, rates of return and the numbers that surround us are all important and critical factors of financial planning. To us however, our client relationships are about more than that. It's about people. It's about relationships. It's about your desires, your hopes, your dreams and the purpose for your life. It's about the legacy you are building each day of your life. We go beyond financial planning to help our clients answer the tough but critical questions. What do I want out of life? What do I do with these assets I've worked hard to accumulate and how am I doing as a steward of these resources? Where will it all go when I'm gone and what kind of impact will it have on others? At the end of the day, we help clients achieve true Financial Freedom and create eternal impact. For more information visit www.colliefp.com... See More

Joel Kelley, BS, CFP, M.Ed.
Woodstone Financial, LLC is a full-service firm specializing in Client Centered Integration™, a customized approach that allows us to address your aspirations for financial independence. Our philosophy, combined with years of experience, means Woodstone Financial will provide continuous guidance for your financial future. Financial PlanningWe carefully consider all facets of your life to design strategies to meet your goals. We focus on advanced planning in the areas of retirement, cash flow, risk management, estate planning, education funding, and investments.
Investment ManagementWoodstone Financial emphasizes a long-term, evidence-based approach to investment management. Our investment solutions utilize Nobel Prize winning research and no-load, low cost mutual funds.... See More