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Top 30 financial advisors of 318 near 28778
Out of 400,000+ nationwide
William C
CFP®
Fletcher, NC
Carrington Financial Planning, LLC
I founded Carrington Financial Planning, LLC, for the single purpose of helping my clients achieve financial success.  I feel a deep sense of responsibility when entrusted with this important aspect of people’s lives.  I also believe that good financial planning must be collaborative in order to be successful.  I work with clients through every step of the process on the way to achieving financial peace of mind.  As a fiduciary advisor, I always put the interests of my clients first and ensure that I meet their needs in a holistic fashion.  That means that I view investment portfolios as just one component of a client’s financial picture.  Good comprehensive financial planning should bring together all aspects of your financial life.  With a well-constructed financial plan, composed of clearly defined goals, combined with a solid investment strategy, we will work together to put you on the pathway to financial success.
Mike C
CFP®
Black Mountain, NC
Collie Financial Planning, Inc.
Collie Financial Planning is a Fee-Only financial planning and investment management firm, founded by Mike Collie in 2005. As of 2023, Collie Financial Planning serves just over 200 client households. Our team consists of two advisors, Mike and Logan. Together we help our clients use their financial resources to achieve their most important goals in life, often incorporating their values into their planning and investments. We address comprehensive planning needs, including investment, retirement, tax, estate, education, insurance and charitable planning, making sure all of these components are working together to help clients achieve their goals. Mike's most important thing in life are his faith and his family, which includes wife Randi and sons Logan, Reece and Graham, and daughter-in-law McKenzie. We enjoy spending time together outside in the mountains and on the lake.
Stephen H
ChFC®, Series 63, Series 66
Asheville, NC
Edward Jones
Robert R
Series 63, Series 65, Series 66
Asheville, NC
Edward Jones
Samuel G
Series 66
Swannanoa, NC
Edward Jones
Kelley F
Series 66
Asheville, NC
Edward Jones
Sara K
Series 66
Black Mountain, NC
Edward Jones
Kevin C
Series 63, Series 65
Asheville, NC
Merrill
Kevin Clark is a Senior Financial Advisor and First Vice President with Merrill Lynch Wealth Management in Asheville, North Carolina. Since joining the firm in 1995, he has specialized in building long-term relationships with clients to help them achieve their financial goals through customized investment strategies. Kevin serves as a Senior Portfolio Advisor, managing discretionary portfolios by selecting from a variety of Merrill model portfolios and third-party investment options. With over 28 years of experience, Kevin and his team provide services including investment portfolio management, wealth preservation and planning, retirement planning, cash management, mortgages, business lending, life insurance, banking, and credit cards. His client focus areas include liquidity management, managing new wealth, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. Kevin holds a Bachelor's Degree from UNC Asheville and the Personal Investment Advisor (PIA) designation. He supports local charities, is a member of Biltmore Church, and enjoys biking, hiking, swimming, traveling, and spending time with his family. Banking products and services are offered through Bank of America, N. A. Kevin holds NMLS ID 697741.
Alaina N
CFP®, Series 66
Asheville, NC
Edward Jones
Averyl B
Series 66
Black Mountain, NC
Edward Jones
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Top 30 financial advisors of 318 near 28778
Out of 400,000+ nationwide