Joel Kelley| CFP®
Woodstone Financial, LLC
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Asheville, NC 28803
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Woodstone Financial is a financial planning and investment management firm located in Asheville, NC and serving the entire region. Joel Kelley specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Joel Kelley is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Joel Kelley knows firsthand what it takes to be an effective financial planner: patience, discipline, confidence, the ability to listen, and an aptitude for teaching.
“When clients begin working with us, we usually start with investments because it’s important and often involves a change that needs immediate attention. We spend considerable time conveying our knowledge about and confidence in capital markets. Ultimately, that enables our clients to remain disciplined and stay the course when markets decline. Sooner rather than later, our relationship becomes more focused on the goals and values of our clients and less on investments. We want to understand what is important to them and where they want to be in the years and decades to come. To accomplish that, we work with their other trusted advisors such as their CPA, Estate Attorney and Insurance Professional to address advanced planning issues. Financial planning is multi-faceted and needs to address tax efficiency, asset transfer, risk management and charitable giving as well as investments. That’s why we developed our client-centered approach.”
In 2003, he established Woodstone Financial, LLC as a NC Registered Investment Advisory Firm. In 2006 Kelley was authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CFP® and CERTIFIED FINANCIAL PLANNER™ marks in accordance with CFP Board certification and renewal requirements. That same year he became a NAPFA Registered Financial Advisor. He holds both Bachelor’s and Master’s degrees from The University of Georgia. When not in the office, Joel enjoys mountain biking. He and his wife, Leann, live in south Asheville.
The common sense approach for intelligent investors.
You Are Your Most Important Asset
We truly believe that you are your most important asset. But we know that it can be easy to lose sight of this when confronted by the financial complications that life puts before us.
At Woodstone Financial, LLC, our goal is to help you achieve what is most important to you financially. Investments and financial planning can be complicated. Rather than allowing emotions to drive decision making, we advocate a rational, common sense approach. Using our Client Centered Integration™ process, we get to know you in a way that enables us to design a plan for your future.