Samantha Winogrond, CPA / Financial Advisor in Asheville, North Carolina

We're both CPAs and CFPs, which means our experience is well-rounded and vast. We can meet all of your financial needs while delivering superior service at a reasonable cost.

We believe that having an integrated financial plan in place will ensure you are prepared to weather today’s uncertain economy. We understand how challenging it can be to create a plan and stick to it. We will make sure you stay on track and reach your goals while considering your whole financial picture.

Specialties

Comprehensive Financial Planning Family Financial Planning Fee Only Fee-Only Fiduciary Financial Planning Financial Planning Advice And Services Income Tax Planning Independent Investment Advisor Investment Consulting Investment Management Investment Services MBA Mutual Funds NAPFA Member Professional Wealth Management Registered Investment Advisor Retirement Planning Rollover Of 401k Or IRA Wealth Management Women's Issues Young Investors