Executive Planners, NC

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.

Modera Wealth Management (previously Parsec Financial) is a fee-only wealth management firm in Asheville, North Carolina. We offer comprehensive wealth management and investment services, including retirement planning, education planning, income tax planning, estate planning, trust and legacy planning, philanthropic planning, sophisticated investment management, portfolio analysis and risk protection. As a fiduciary, Modera is legally bound to act in your best interest. We provide you with the objective advice and ongoing care and attention you need to feel confident in your financial future.

Family Legacy, Inc. is a Greenville, SC-based financial planning and investment management firm and multi-family office. For every stage of life, you can trust the experienced team at Family Legacy to help you build wealth and reach your financial goals. Since 1995, Family Legacy has been helping families and businesses with multiple aspects of financial planning and financial management, including investment strategies, retirement planning, estate planning, and more. We work with our clients to create strategies based on their anticipated needs and wants for each life stage. Family Legacy carefully considers each clients personal story and situation as we prepare each portfolios investment allocation.