Best Financial Advisors near Hendersonville, NC

We have one firm in Hendersonville on file, and it is on this list, along with 9 from towns including Asheville (5, 18 mi), Arden (2, 11 mi) and Fairview (1, 14 mi).

Data verified October 21, 2026

White Oak Financial Management

White Oak Financial Management

5.0 1 review
“Extremely knowledgeable about the markets and how to protect your assets.”
Since 2009
Asheville, NC · 18 mi from Hendersonville
i
Shankland Financial Advisors

Shankland Financial Advisors

Since 2006
318 N Main St Suite 12
i
Infinity Wealth Management

Infinity Wealth Management

5.0 56 reviews
“If you are looking for a top-notch CPA who will not only manage your finances expertly but also make the process seamless and stress-free, look no further than Melanie and Infinity Wealth Management.”
BBB A+Since 2005
Arden, NC · 11 mi from Hendersonville
i
Foxworth Advisors

Foxworth Advisors

5.0 8 reviews
“They are different from other advisors I have worked with since they look at the big picture about HOW I want to live and how to get there with a clear plan.”
Since 2012
Asheville, NC · 18 mi from Hendersonville
i
Collie Financial Planning

Collie Financial Planning

5.0 1 review
“Very positive experience working with Mike, helped me make a solid financial plan for life basics as well as investing.”
Since 2008
Asheville, NC · 18 mi from Hendersonville
i
Lionhead Financial Planning

Lionhead Financial Planning

5.0 2 reviews
“There is no pressure to work with them and they are very transparent with all services offered.”
Since 2018
Asheville, NC · 18 mi from Hendersonville
i

The 10 firms listed for Hendersonville, NC provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Hendersonville, NC

7 of the 10 firms on this page have a rating, from 3.0 to 5.0 across 82 reviews; 1 has 50 or more reviews and 6 are rated 4.5 or higher. 1 has a BBB rating of A or A+. 7 have ten or more years of experience, the longest 28 years. We have a website on file for all 10 of the firms on this page; all 10 publish a contact page; 7 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Stephen M. Thomas, Wealth Advisor, Valor Private Wealth

Stephen M. Thomas, Wealth Advisor, Valor Private Wealth

Since 2016
Asheville, NC · 18 mi from Hendersonville
i
Ashworth Financial Group

Ashworth Financial Group

Since 2019
Tryon, NC · 15 mi from Hendersonville
i
Kenneth Frenke & Co

Kenneth Frenke & Co

Since 1998
Arden, NC · 11 mi from Hendersonville
i
Williamson CPA

Williamson CPA

3.0 1 review
“He's been doing my mom's taxes for several years now and we are very happy with him.”
Serves Fairview, surrounding areasSince 2018
Fairview, NC · 14 mi from Hendersonville
i
HomeWealth Management AdvisorsNorth CarolinaHendersonville, NC

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top