Financial Advising in Buncombe, North Carolina

46 found · ← All categories in Buncombe

Updated October 31, 2026

Edward Jones-Financial Advisor: Thorsten Path

Financial Advising

Asheville, NC

Thorsten Path focuses on entrepreneurs, intergenerational planning, estate and legacy strategies, inheritance guidance, and retirement income strategies in Asheville.

  • Entrepreneurs and business owners seeking financial guidance
  • Intergenerational planning
  • Estate and legacy strategies

Frankie L Adkins

Financial Advising

Asheville, NC

Frankie L Adkins is a CFP®, ChFC®, and RICP® offering retirement, wealth, estate, and college savings strategies in Asheville.

  • Retirement savings strategies
  • Business retirement plans
  • Estate and legacy strategies

J. Biance Financial

Financial Advising

Asheville, NC

J. Biance Financial uses its proprietary Retirement Design System® to create strategies covering investment, income, tax, healthcare, and legacy planning.

  • people planning for retirement
  • retirement income planning
  • coordinating investment, tax, healthcare, and legacy planning

ACT Advisors Wealth Management

Financial Advising

Asheville, NC

ACT Advisors is a fee-only fiduciary firm offering direct indexing and tax-loss harvesting for executives, families, and credit union executives.

  • senior executives managing stock options, RSUs, deferred compensation, and bonuses
  • families managing significant wealth, retirement, business sales, inheritances, or wealth transfers
  • credit union executives with 457 plans or split-dollar arrangements

Amber Mccleerey

Financial Advising

Asheville, NC

Amber Mccleerey provides holistic investment and insurance planning for high net worth clients, including families, executives, and businesses.

  • High net worth individuals seeking asset growth and protection
  • Families needing holistic financial planning
  • Corporate executives with complex financial issues

Someone will be in contact with you promptly

Bradley Sprinkle

Financial Advising

Asheville, NC

Bradley Sprinkle provides holistic planning and investment and insurance strategies for high-net-worth individuals, families, executives, and businesses in Asheville.

  • High-net-worth individuals seeking asset growth and protection
  • Families needing holistic financial planning
  • Corporate executives with complex financial issues

Someone will be in contact promptly

Brenda Sparks Mccleerey

Financial Advising

Asheville, NC

Brenda Sparks Mccleerey provides holistic investment and insurance planning for high-net-worth clients from Asheville, North Carolina.

  • High-net-worth individuals seeking asset growth and protection
  • Families needing investment and insurance strategy design
  • Corporate executives with complex financial planning needs

Someone will be in contact promptly after an appointment request.

Briggs Price

Financial Advising

Asheville, NC

Briggs Price offers wealth, estate, and retirement income strategies and holds CFP®, CFA®, and RICP® certifications in Asheville.

  • Entrepreneurs and business owners seeking financial strategies
  • Estate and legacy planning
  • Wealth strategy planning

Cal Rains Ii

Financial Advising

Asheville, NC

Cal Rains II provides holistic investment and insurance planning for high-net-worth clients from Asheville and holds Series 7, 63, and 66 licenses.

  • High-net-worth individuals seeking asset growth and protection
  • Families needing holistic financial planning
  • Corporate executives with complex financial issues

Someone will be in contact promptly after an appointment request.

Donald P Weidemann

Financial Advising

Asheville, NC

Donald P. Weidemann provides holistic financial planning and investment and insurance strategies for high-net-worth individuals, families, executives, and businesses.

  • High-net-worth individuals and families seeking investment and insurance strategies
  • Corporate executives and businesses with complex financial issues
  • Clients needing financial planning based on time horizon and risk tolerance

Infinity Wealth Management

Financial Advising

Arden, NC

Infinity Wealth Management has served the Asheville region since 2002 and combines Bucket Plan® advising with in-house year-round tax management.

  • retirement income planning
  • coordinating investments with tax and legacy strategies
  • Roth conversions and retirement withdrawal planning

James Turner Norris

Financial Advising

Asheville, NC

James Turner Norris provides portfolio management and holistic planning for high-net-worth clients from an Asheville office and holds CFP®, Series 7, 63, and 65 credentials.

  • high-net-worth individuals seeking asset growth and protection
  • families needing holistic financial planning
  • corporate executives with complex financial issues

Someone will be in contact promptly after an appointment request

Jonathan Travis Payne

Financial Advising

Asheville, NC

Jonathan Travis Payne focuses on high-net-worth asset growth and protection and holds Series 7, Series 65, and Series 66 registrations.

  • High-net-worth individuals and families seeking holistic financial planning
  • Corporate executives needing investment and insurance strategy planning
  • Businesses seeking help with complex financial issues

Kathleen King

Financial Advising

Asheville, NC

Kathleen King provides holistic investment and insurance planning for high-net-worth clients from Oppenheimer's Asheville branch.

  • High-net-worth individuals and families seeking asset growth and protection
  • Corporate executives and businesses needing investment and insurance strategy planning
  • Clients wanting planning based on time horizon and risk tolerance

Someone will be in contact promptly after an appointment request.

Laurence J. Casper

Financial Advising

Asheville, NC

Laurence J. Casper provides holistic investment and insurance planning for high-net-worth clients from Asheville, North Carolina.

  • High-net-worth individuals and families needing investment and insurance planning
  • Corporate executives seeking wealth management
  • Businesses addressing complex financial issues

Someone will be in contact promptly after an appointment request

Marlowe Pasarilla Wealth Management Group

Financial Advising

Asheville, NC

Marlowe Pasarilla Wealth Management Group is associated with Jennifer Marlowe and an Asheville, NC location.

  • financial advising in Asheville, NC

Ubs Financial Services Inc.

Financial Advising

Asheville, NC

UBS Financial Services Inc. provides wealth management for investors with $1 million or more in investable assets, alongside asset management and investment banking capabilities.

  • Investors with $1 million or more in investable assets
  • Families seeking wealth transfer and legacy planning
  • Institutional and professional investors needing traditional or alternative asset management

Plum Dog Financial

Financial Advising

Asheville, NC

PlumDog Financial offers new mortgages and refinancing with over 30 years of mortgage experience and one Mortgage Manager from pre-approval through closing.

  • new home purchase mortgages
  • mortgage refinancing
  • borrowers seeking access to multiple loan program sources

quicker turnaround

Other categories in Buncombe

Financial Advising in nearby counties

FAQ

How do financial advisors in Asheville charge?

Advisors may charge asset-based fees, hourly or flat planning fees, commissions, or a combination. Ask for the fee schedule and whether the advisor is fee-only before signing an agreement.

What credentials should I look for in a financial advisor?

A CFP® certification indicates training and examination requirements for financial planning, while RICP® focuses on retirement income planning. Also ask whether the advisor acts as a fiduciary for the services you need.

Which Buncombe County advisors focus on retirement planning?

J. Biance Financial lists retirement, retirement income, tax, healthcare, and legacy planning. Frankie L Adkins lists retirement savings, business retirement plans, and estate and legacy strategies.

What information should I bring to a first financial-planning meeting?

Bring recent account statements, income and expense details, insurance policies, tax returns, debts, employer benefits, and your goals. Advisors may also need information about dependents, business ownership, or expected inheritances.