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Aaron K

CFP®

Calabasas, CA

Greenup Street Wealth Management LLC

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 324 near 28801

Out of 400,000+ nationwide

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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.

General retirement planning Government Employee
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Logan C

CFP®

Black Mountain, NC

Collie Financial Planning, Inc.

Upon graduating from Liberty University with a Bachelor's Degree in Business Administration and a major in Financial Planning in 2019, Logan began his career at a firm in Atlanta. After getting married in 2021, Logan and his wife McKenzie left the big city for the mountains of Colorado, while Logan worked remotely for a large firm in Chicago. Logan has passed the Series 65 exam, Uniform Investment Advisor Law Examination, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). Logan says, "I enjoy this business because it gives me an opportunity to build strong relationships and serve clients in a very important area of their lives. I take that responsibility very seriously and really look forward to building long-lasting and meaningful relationships with those that I get to interact with and serve." Logan was a collegiate athlete during his time at Liberty University and loves being outside. Logan and McKenzie enjoy spending time with their family and friends, as well as hiking, biking, camping and water sports, all of which are motivating factors in bringing them back to western NC (although they look forward to vacationing out west during ski season!). They are passionate about serving in their community, and will look to do so through their church and other volunteer opportunities.

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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.

General retirement planning Baby Boomers (Born 1946-1964) Christian Faith Based
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Zachary C

Series 66

Candler, NC

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Doctor or Medical Professional Religious/faith focused
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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
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Sara K

Series 66

Black Mountain, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Passive / index investing Active portfolio management Newlywed/Engaged
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Gregg D

CFP®, Series 63, Series 66

Arden, NC

Edward Jones

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Frankie A

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 General retirement planning Wealth management Doctor or Medical Professional
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Averyl B

Series 66

Black Mountain, NC

Edward Jones

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning General estate planning guidance Educators, Teachers, and Academics Intergenerational Families
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Shelia C

Series 66

Asheville, NC

Edward Jones

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance
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