Broker Check
The Cycle of Investing Events on Wall Street Perception vs. Reality The Power of Tax-Deferred Growth

The professionals at Executive Planners NC, Inc. take great pride in striving to provide quality financial planning services. We are committed to serving you in the best possible manner with the most accurate and current information and material to facilitate your decision-making. The cornerstone of Executive Planners is developing and maintaining relationships. Strong relationships provide the framework for professional ethics, integrity and trust, and thus the ability to make smart decisions.

Our Process

We create strategies that are tailored to your needs and goals.

Learn more

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Candice Lengyel

Office Manager

828-877-8626

candice@executiveplannersnc.com

Candice comes to us from Appalachian State University. She manages our daily office operations while striving to provide excellent customer service, ensuring clients always receive thorough answers in a timely fashion. Candice also...
Read more