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Personalized Investment Management Services

The professionals at Executive Planners NC 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 NC 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 first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. 

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Our Process

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

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Our History

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

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Our Values

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

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Jonathan LaRocca

Wealth Management Advisor

828-877-8626

jonathan@executiveplannersnc.com

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

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