Find the Certified Financial Planner™
Who's right for you.

David N. Wells, MBA, CFP®

Wells Financial Management

56 Central Ave
Suite 105
Asheville, NC 28801-2459
Phone: (828) 252-4144 x15
Fax: (828) 252-2253

Toll-free: (888) 286-2889

Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Retirement
  • Sudden Wealth

 

How Planner Charges

Considerations: Our mission is to provide objective and independent financial planning and investment management advice while upholding high ethical and professional standards and protecting client interests.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.