Executive Planner NC

At Executive Planners NC, we understand that planning for your financial future can be overwhelming. That's why we're committed to providing personalized investment management services that cater to your unique needs and goals. As a trusted partner, we're dedicated to helping you achieve the retirement of your dreams, whether you're just starting to plan or already enjoying your golden years.

Our Mission

Our mission is to provide expert guidance and customized financial strategies that help you live life on your own terms. We take the time to understand your risk tolerance, time horizon, and goals, and work diligently to develop a program that carefully balances investment strategies with preserving principal. Our team of experienced financial planners is dedicated to helping you make the most of your retirement, so you can focus on what matters most - enjoying life with the people you love.

Our Services

We offer a range of services designed to help you achieve financial freedom. From retirement planning and investment management to estate and tax planning, we're equipped to handle all your financial needs. Our services include:

• Personalized investment management
• Retirement planning
• Estate planning
• Tax planning
• Insurance planning
• Wealth management

Our Team

Our team of experienced financial professionals is dedicated to providing exceptional service and personalized attention. Meet our team:

• Jonathan LaRocca, Wealth Management Advisor
• Kim Burton, Office Manager

Our History

With years of experience, we're well-equipped to guide you through life's transitions and help you achieve your financial goals. Our commitment to excellence and customer satisfaction has earned us a reputation as one of the most trusted financial planning firms in Western North Carolina.