Advisors at this firm
Zakariya W
Series 63, Series 65
Chapel Hill, NC
Absher Wealth Management, LLC
Zakariya Wahdan is a financial advisor at Absher Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo. Wahdan is based in Chapel Hill, NC. Absher Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and employer-sponsored plans. The firm emphasizes tax-efficient, cost-conscious asset allocation and value-oriented security selection, managing client portfolios primarily on a discretionary basis.
Jennifer O
CFP®, Series 63, Series 66
Chapel Hill, NC
Absher Wealth Management, LLC
Jennifer Oravsky is a CFP® professional with 26 years of industry experience. She has worked at Absher Wealth Management, LLC since 2019 and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of her advisory work, she is a co-owner of Mebane Machine & Tool, LLC, a manufacturing business. Absher Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and employer-sponsored plans. The firm emphasizes tax-efficient, value-oriented portfolio management using a combination of qualitative and quantitative analysis, managing client assets primarily on a discretionary basis.
Michael A
Series 63, Series 66
Chapel Hill, NC
Absher Wealth Management, LLC
Michael Absher is a financial advisor at Absher Wealth Management, LLC in Chapel Hill, NC, with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Absher Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and employer-sponsored plans. The firm employs a tax-efficient, value-oriented investment approach and manages client portfolios primarily on a discretionary basis.
Christine F
Series 63, Series 65
Chapel Hill, NC
Absher Wealth Management, LLC
Christine Foster Perry is a financial advisor at Absher Wealth Management, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Bank from 2007 to 2023. Absher Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and employer-sponsored plans. The firm emphasizes tax-efficient, value-oriented portfolio management using a combination of qualitative, quantitative, technical, and relative-strength analysis.
William B
CFA®, Series 65
Chapel Hill, NC
Absher Wealth Management, LLC
William Bost is a CFA® charterholder and holds a Series 65 license. He has four years of industry experience and currently serves as an advisor at Absher Wealth Management, LLC. Prior to joining Absher, he worked at Deloitte LLP and spent time at the University of Georgia. Absher Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and employer-sponsored plans. The firm emphasizes tax-efficient, value-oriented asset allocation and employs a multi-advisor team approach to portfolio management and financial planning.
Robert R
CFP®, Series 65
Chapel Hill, NC
Absher Wealth Management, LLC
Robert Roland is a CFP® with four years of industry experience, currently serving as a financial advisor at Absher Wealth Management, LLC. Prior to joining Absher Wealth Management, he worked for over a decade at the Law Offices of John T. Orcutt, P.C. based in Chapel Hill, NC. Absher Wealth Management is a fee-only registered investment adviser that provides portfolio management, wealth management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, businesses, and employer-sponsored plans. The firm employs a tax-efficient, value-oriented investment approach with an emphasis on asset allocation and security selection based on fundamental and technical analysis.
Kevin M
CFP®, Series 63, Series 66
Chapel Hill, NC
Absher Wealth Management, LLC
Kevin Mishoe is a CFP® with 18 years of industry experience, currently serving at Absher Wealth Management, LLC since 2019. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2010 to 2019. Absher Wealth Management is a fee-only registered investment adviser providing portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, businesses, and employer-sponsored plans. The firm emphasizes tax-efficient, cost-conscious asset allocation with a value-oriented security selection process and manages client accounts primarily on a discretionary basis.