Broker Check
Personalized Investment Management Services

Personalized Investment Management Services

Executive Planners NC provides personalized investment management services for people who want a trusted partner to advise them financial decisions for themselves and their loved ones. Whether you are starting to plan for retirement in a few years or are already retired, Executive Planners NC is ready to create strategies for your retirement assets to help you live out the retirement of your dreams.

Our priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify the dreams and goals that matter most to you, and understand your tolerance for risk. Once we understand your risk tolerance, time horizon, and goals, we work diligently to develop a program that carefully balances investment strategies with preserving principal.

Schedule a free, no-obligation planning session to make sure you have the resources and information you need to make the most of your retirement.

Schedule a planning session today
Are you moving to Brevard?

Are you moving to Brevard?

2020 has presented some of the greatest challenges and opportunities we’ve seen in decades. Times like these can be make or break, especially when near retirement. 

Whether you are starting to plan for retirement in a few years or are already retired, Executive Planners NC is ready to create strategies for your retirement assets to help you live out the retirement of your dreams.

If you (or your family) are asking pointed questions like...

  • “When will I be ready for retirement?”,
  • “What’s going to happen to my 401k when I retire?”, or
  • “What’s the best tax strategy to reduce my burden in retirement?”

Then this free, no obligation, financial planning consult may be the best next step for your family.

Learn More

Our History

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

Learn more

Our Services

We create a customized financial program using strategies that are tailored to your needs and goals.

Learn more

Our Blog

Timely market commentary, newsletters, and regulatory updates that may have an impact on your financial strategy.

Read more

Jonathan LaRocca

Wealth Management Advisor

828-877-8626

jonathan@executiveplannersnc.com

Jonathan M. LaRocca is a Wealth Management Advisor in Brevard, North Carolina. 

Read more

Schelyce Hibert

Remote Client Service Associate

Schelyce@executiveplannersnc.com

Schelyce currently lives in Southeast Iowa with her husband, Chris and their daughters Adelyne and Luxx. They love to travel the U.S. visiting National Parks, animal and nature preserves and historic sites. Alongside her passion for...
Read more