Financial Advising in Haywood, North Carolina

7 found · ← All categories in Haywood

Updated October 31, 2026

Mark K Lear - Financial Advisor

Financial Advising

Canton, NC

Mark K Lear is an Ameriprise Private Wealth Advisor in Canton, NC, holding CFP®, CRPC™, AWMA®, APMA® and MPAS™ designations.

  • Canton clients seeking personalized financial advice
  • Individuals seeking private wealth advising

Jenny Martin

Financial Advising

Waynesville, NC

Edward Jones’ Jenny Martin is a CFP®, AAMS®, and CRPS™ advisor serving clients with $500,000 plus in Waynesville.

  • Clients seeking wealth strategies
  • Retirement income strategy planning
  • Estate and legacy strategy planning

Jenni Johnston

Financial Advising

Lake Junaluska, NC

Jenni Johnston combines CFP®, AAMS®, and CRPC™ certifications with estate, wealth, and retirement strategy services in Lake Junaluska.

  • Estate and legacy strategies
  • Wealth strategies
  • Retirement savings strategies

Paige Bridges

Financial Advising

Canton, NC

Paige Bridges offers wealth, estate and legacy, retirement, intergenerational, and sustainable investing strategies from a Canton, North Carolina office.

  • wealth strategy planning
  • estate and legacy strategies
  • intergenerational planning

Travis J Brotherton

Financial Advising

Waynesville, NC

Travis J Brotherton serves clients with $250,000 plus and focuses on retirement, estate and legacy, and intergenerational planning.

  • Clients planning to invest $250,000 or more
  • Retirement savings and retirement income strategies
  • Estate and legacy planning

Other categories in Haywood

Financial Advising in nearby counties

FAQ

Do Haywood County financial advisors have investment minimums?

Minimums vary by advisor: Jenny Martin lists clients with $500,000 or more, Travis J. Brotherton lists $250,000 or more, and Paige Bridges lists intake ranges from below $250,000 through $1 million or more. No minimum is listed for Jenni Johnston or Mark K. Lear in the provided information.

Which local advisors help with retirement and estate planning?

Jenni Johnston, Jenny Martin, Paige Bridges, and Travis J. Brotherton all list retirement and estate or legacy strategies among their specialties.

Can I meet with a Haywood County financial advisor online?

Web conferencing is specifically listed for Jenny Martin and Paige Bridges. The provided information does not state whether the other advisors offer virtual meetings.

What financial advisor credentials should I compare?

The candidates list credentials including CFP®, AAMS®, CRPC®, AWMA®, APMA®, MPAS™, and AEP®. CFP® appears in the profiles for Mark K. Lear, Jenny Martin, and Jenni Johnston.