Joel Adams and Associates
Why pick this one
Joel Adams and Associates combines CFP® and CPA expertise with tax-efficient planning, retirement guidance, and portfolio management in Asheville.
Best for
- retirement income and withdrawal planning
- tax-efficient investment management
- Roth conversion and required minimum distribution decisions
- business owners needing tax, succession, and retirement guidance
- clients wanting either ongoing portfolio management or project-based financial consulting
- Social Security claiming and pension payment decisions
Look elsewhere if
- people seeking only basic tax-return preparation
- people seeking short-term market timing or speculative investing
- people unwilling to pay AUM fees ranging from 0.75% to 1.25% or consulting rates of $200 to $500 per hour
Specialties
- tax-efficient financial planning
- retirement planning
- investment portfolio management
- tax optimization
- Social Security claiming strategies
- Roth conversion planning
- business succession planning
- charitable giving strategies
Certifications
- CERTIFIED FINANCIAL PLANNER™
- Certified Public Accountant
- Certified Long-Term Care designation
- Raymond James partnership
What makes them different
- Team includes two CPAs and two CFP® practitioners
- Tax-efficient planning uses a three-tax-buckets strategy when appropriate
- Offers both assets-under-management and fixed-fee or hourly consulting models
- Investment portfolios commonly use diversified ETFs, mutual funds, and fixed-income instruments
- Provides in-person meetings at an Asheville office and virtual meetings through Zoom
- Serves
- Asheville
Distilled from this business's own website.
Contact & Location
- Address
- 545 Merrimon Ave, Asheville, NC 28804
- Phone
- 8282519700
- Website
- https://www.joeladamsasheville.com/
- khrista@joeladamsasheville.com
Services
- comprehensive financial planning
- investment management
- tax planning
- retirement planning
- insurance analysis
- estate and beneficiary planning
- business and rental operation advising
- financial consulting