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Appalachian Capital Management is a financial services firm specializing in helping clients reach their financial goals and secure their future. Founded in 1998, the firm has 35 advisors and manages $2.3 billion in assets. They offer services such as investment management, retirement and estate planning, tax planning, and insurance and risk management. Their diverse client base includes individuals, business owners, trusts and estates, and non-profit organizations.
The firm operates on a fee-based compensation model, with advisors being paid a percentage of the assets they manage for clients. This aligns their interests with those of their clients and motivates them to help their clients grow and protect their investments. The firm was founded by John Smith, a highly experienced financial expert with over 30 years of experience. They have a clean record with no current disclosures to note. Appalachian Capital Management is a trusted partner for clients looking to secure their financial future through personalized and comprehensive financial planning.