Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Direct booking

firm logo

Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

Top 30 financial advisors of 86 near 28716

Out of 400,000+ nationwide

firm logo

Kelley F

Series 66

Asheville, NC

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy Wealth management Professional Athlete
firm logo

Molly B

Series 66

Lake Junaluska, NC

Edward Jones

Retirement income strategy Divorce financial planning Business ownership considerations Founder/Business Owner LGBTQIA
firm logo

Susan S

Series 63, Series 65

Waynesville, NC

Merrill

Susan Sorrells is the Resident Director and Wealth Management Advisor with Merrill Lynch Wealth Management in Asheville, North Carolina. She has been with Merrill Lynch since 2007 and currently leads the Asheville office, supporting and mentoring financial advisors and associates. Susan works closely with a select group of individuals and families, providing customized financial strategies and guidance tailored to their retirement, legacy, and wealth management goals. With over 36 years of experience in the financial services industry, Susan draws on her background in banking and investment management, including previous roles in retail branch management and licensed banker supervision at SunTrust Bank and Wachovia Bank. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, Chartered Retirement Planning Counselor™ (CRPC™) designation, and Certified Divorce Financial Analyst® (CDFA®) certification. Susan’s areas of expertise include retirement planning, education funding, family wealth strategies, and divorce-related financial issues, collaborating with attorneys and accountants to develop comprehensive wealth management solutions. Susan earned her bachelor’s degree in business administration with a concentration in commercial banking from Mars Hill University. She is a member of the Waynesville Rotary Club and participates in community organizations such as KARE, Open Door, Manna Backpack, and Folkmoot. Susan resides in Waynesville, North Carolina, with her husband and enjoys boating, reading, traveling, and spending time with her family.

General retirement planning Retirement income strategy Wealth management Divorce financial planning General estate planning guidance Parents Women Professionals
firm logo

Scott S

Series 66

Canton, NC

Edward Jones

Charitable giving & philanthropy Divorce financial planning Business ownership considerations General estate planning guidance Wealth management Oil & Gas Founder/Business Owner
firm logo

Ryan W

CFP®, ChFC®, Series 66

Asheville, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Military & Veterans
firm logo

Keith M

Series 66

Asheville, NC

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner
firm logo

Latisha P

Series 63, Series 65, Series 66

Clyde, NC

Edward Jones

General estate planning guidance Retirement income strategy General retirement planning Wealth management
firm logo

David M

CFP®, Series 66

Asheville, NC

Edward Jones

Retirement income strategy Wealth management ESG / Sustainable investing Business exit / sale strategy General estate planning guidance LGBTQIA
firm logo

Travis B

Series 66

Waynesville, NC

Edward Jones

Retirement income strategy General retirement planning ESG / Sustainable investing Wealth management
firm logo

Gregory O

Series 66

Asheville, NC

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning Founder/Business Owner Doctor or Medical Professional
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")