Advisor at Joel Adams and Associates Inc.
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Firm
Joel Adams and Associates Inc.
Location
Asheville, NC 28804
Credentials
CFP®, Series 65, Series 66
Industry experience
12 years
Jessie Goodwin is a CFP® professional with 12 years of industry experience. She is currently with Joel Adams and Associates Inc., where she has worked since 2026. Her prior experience includes roles at Modera Wealth Management, LLC and Parsec Financial Management Inc. Joel Adams and Associates Inc. provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, small businesses, and charitable organizations. The firm employs a long-term investment approach using both fundamental and technical analysis and offers portfolio construction with equities, ETFs, and bonds, managing approximately $282 million in discretionary assets.
Based on Joel Adams and Associates Inc.
Based on Joel Adams and Associates Inc.
Fixed fees for financial planning services negotiated based on expected hours.
$0+: 0.75% to 1.25% annually (wealth management services, negotiable, based on various factors) $0+: 0.50% to 1.00% annually (retirement plan advisory services, negotiable, based on size and scope)
$200 to $500 per hour (financial planning services)
Account minimum: $500,000 Fee-only: Wealth management fees based on AUM; hourly fees $200 to $500 per hour for financial planning; fixed fees for financial planning negotiated based on expected hours; fixed quarterly fees possible for retirement plan advisory services.
545 Merrimon Avenue
Asheville, NC 28804
North Carolina
Joel Adams and Associates, Inc.
2026 - Present (1 year)
Modera Wealth Management, LLC
2025 - 2026 (1 year)
Modera Wealth Management, LLC
2023 - 2025 (2 years)
Parsec Financial Management Inc.
2021 - 2023 (2 years)
Parsec Financial Management Inc.
2014 - 2021 (7 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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