Unearthing Brevard’s Financial Landscape: Innovative Companies in Financial Planning and More

June 9, 2023

In the picturesque city of Brevard, North Carolina, a dynamic financial landscape thrives. Various companies offer a wide array of services, from tax preparation to investment management. Here’s an overview of some notable companies that have been instrumental in shaping the financial ecosystem in Brevard.

Carland & Andersen CPAs

Carland & Andersen are more than just accountants. They provide a comprehensive range of financial services, such as financial planning, tax return preparation, QuickBooks management, estate planning, payroll services, elder care services, and much more. With a focus on both individual and corporate clientele, they strive to provide efficient and effective solutions to diverse financial needs.

Lakeview Capital Partners, LLC

As a dedicated financial planner, Lakeview Capital Partners offers customized wealth management strategies to their clients. They bring the knowledge and resources of a large firm, while providing the personal attention that clients appreciate from a trusted partner.

St Marie Financial Advisors

Providing financial planning and finance company services, St Marie Financial Advisors guides their clients through the complexities of the financial world. They aim to empower individuals and companies to make informed financial decisions and achieve their financial goals.

Encompass Advisors

As a financial consultant, planner, and investment management company, Encompass Advisors offers a comprehensive suite of services. They’re dedicated to helping clients manage their financial resources efficiently and effectively.

Stifel | Nick Bearden

With his rich experience in investment services, wealth planning, estate planning, and other financial domains, Nick Bearden brings a unique perspective to financial planning. Whether you’re a corporate executive in need of business succession planning or an individual seeking retirement planning, Nick’s comprehensive services are designed to cater to diverse needs.

Executive Planners NC, Inc.

As a dedicated financial planning institute, Executive Planners NC, Inc. has a special focus on retirement planning. They’re committed to helping clients design a financially secure and fulfilling retirement.

Cherryfield Tax Services Inc

Cherryfield Tax Services merges the worlds of tax preparation and financial planning. They provide personalized services to help clients navigate the intricacies of tax laws and financial planning.

Legacy Financial Services

With a diverse portfolio of services, including investment advice and financial advisory services, Legacy Financial Services is a comprehensive solution for financial planning needs. Their goal is to help clients protect and grow their wealth.

Carolina Financial Investments

Offering a blend of financial planning, investment advice, and consulting services, Carolina Financial Investments is dedicated to helping clients achieve their financial objectives.

Ty Hendrix Investments Mgmt

Providing investment services, commodity brokers, and security services, Ty Hendrix Investments Mgmt aims to optimize clients’ financial investments, helping them to maximize their returns.

Nationwide Emily Robinson

As part of the Nationwide network, Emily Robinson offers a variety of insurance services. They focus on providing robust protection plans to cater to diverse needs.

Wells Fargo Advisors

As part of the prestigious Wells Fargo brand, these advisors provide a wide array of financial services, including investment planning, retirement planning, and business financial services.

Edward Jones Investments

Edward Jones Investments offers a comprehensive range of investment and financial advisory services. They aim to provide long-term investment solutions to clients across the United States, Canada, and the United Kingdom.


Providing basic banking services, CITIBANK ATM is a part of the global Citibank franchise. It serves as a reliable source for immediate banking needs.

Forge Mountain Investments

As a financial planner, Forge Mountain Investments helps clients create comprehensive financial strategies. They assist clients in navigating the financial landscape to meet their short and long-term goals.

These companies, with their diverse range of services, have been key in shaping the financial services sector in Brevard, North Carolina. They continue to contribute to the city’s growing reputation as a thriving financial hub.

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