Executive Planners NC

Investment Advisor Representative

(828) 877-8626
jonathan@executiveplannersnc.com

Local, experienced financial planner in Brevard, NC

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, educated decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. 

As financial planners and wealth management professionals in Brevard, we are committed to helping people just like you create strategies for their retirement assets. 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.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and help get them in position to reap those rewards. We enjoy helping people build a financial foundation for the future and enjoy retirement in Brevard and Western North Carolina. 

We invite you to check out all the material on our website. If something prompts a question, please send us a quick message by clicking here or call our office. We are conveniently located in downtown Brevard. We look forward to speaking with you.