Asheville's independent
fiduciary wealth advisor
Avance Private Wealth is headquartered in Asheville, NC. We serve high-net-worth founders, executives, and physicians locally and across the United States - as a fee-only, independent fiduciary with no product quotas and no conflicts of interest.
Most financial advisors in Asheville operate as brokers or work for large national firms with proprietary products and institutional constraints. Avance was built to be different - independent, fee-only, and structured around the interests of clients with complex situations.
Our advisors bring institutional-level expertise - including experience at firms like Goldman Sachs - to clients who want that depth of knowledge without the conflicts that come with working inside a large institution.
We serve clients across the United States, but Asheville is home. We know the local business community, the growth happening in western North Carolina, and the specific financial situations that come with building wealth in this region.
Fiduciary standard
Legally required to act in your best interest - not just recommend something adequate.
Fee-only
No commissions, no product sales, no revenue sharing. We are paid by you and only by you.
Independent
No parent company, no proprietary products, no institutional quotas. Full open architecture.
Specialist expertise
Deep specialization in founders, executives, and physicians - not general financial planning.
Founders & entrepreneurs
Pre-liquidity planning, QSBS analysis, exit structuring, and post-event wealth management for founders building companies in Asheville and across the country.
Learn more →Corporate executives
Equity compensation strategy, concentrated stock management, and 10b5-1 planning for executives at public and pre-public companies.
Learn more →Physicians & practice owners
Retirement catch-up planning, practice sale structuring, and compensation optimization for physicians in western North Carolina and beyond.
Learn more →High-net-worth families
Comprehensive wealth management for established families with $1M+ in investable assets seeking independent, conflict-free advice.
Learn more →A growing entrepreneurial community
Asheville has seen significant in-migration of founders, remote executives, and high-income professionals over the past decade. The region's quality of life attracts exactly the kind of client Avance was built to serve.
No state capital gains tax advantage
North Carolina taxes long-term capital gains as ordinary income at a flat 4.75% rate. Proactive planning around QSBS, charitable structures, and income timing matters here more than in zero-income-tax states.
Nationally connected, locally rooted
We serve clients from Asheville to San Francisco to Miami. Our Asheville office reflects where we live and the community we are part of - not a limitation on who we can serve.
Who is a fee-only, fiduciary financial advisor in Asheville, NC?
Avance Private Wealth is an independent, fee-only fiduciary firm based in Asheville's Grove Arcade, serving high-net-worth founders, executives, and physicians locally and nationally. Unlike commission-based brokers, we are legally required to act in your best interest on every recommendation.
Is there a financial advisor in Asheville who works on a fee-only basis?
Yes - Avance is fee-only by structure, not just by disclosure. We don't sell products, earn commissions, or work for a parent broker-dealer; we're paid directly by the clients we serve, with no revenue tied to what we recommend.
Does Avance Private Wealth only work with clients located in Asheville?
No. Our office is in Asheville, but we serve clients across the United States - from San Francisco to Miami. Asheville is where we're based, not a limit on who we work with.
What makes Avance different from other financial advisors in Asheville?
Most advisors in the area work as generalists or brokers tied to a parent firm's products. Avance specializes specifically in founders, executives, and physicians, bringing institutional-level expertise - including experience at firms like Goldman Sachs - without the conflicts of a large institution.
Meet Asheville's fiduciary advisor.
A 30-minute discovery call is the fastest way to understand whether Avance is the right fit. No pitch, no obligation.