Jacob Sadler

CFP®

Bay Point Wealth

Financial Advisor and Partner

Contact Me

Jacob Sadler

CFP®

Bay Point Wealth

Financial Advisor and Partner

My focus is to help clients make intentional financial decisions through a process of ongoing education and collaborative planning. - Jacob Sadler, CFP®

Contact Me

828-225-1730

Website

Fee-Only financial planner located in Asheville, NC, serving clients locally and across the country

Jacob Sadler is an Asheville, NC fee-only financial planner. Bay Point Wealth provides comprehensive financial planning, investment management, and tax planning to help individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jacob Sadler is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Jacob Sadler is an Asheville, NC fee-only financial planner at Bay Point Wealth.

Credentials

I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a National Association of Personal Financial Advisors (NAPFA) Registered Advisor. 

Education

I hold a bachelor’s degree from Appalachian State University, a graduate certificate in personal financial planning from the American College, and a Master’s Degree from the University of Georgia in Economic Geography. 

In the Community

I am a graduate of Leadership Asheville Class 35; a member of the Land of Sky Estate Planning Council; a member of Toastmasters International; and the board treasurer for the Bent Creek Community Park.

Jacob Sadler is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Our mission at Bay Point Wealth is to integrate planning, investments, and taxes, with you at the center. The first step is understanding where you want your financial journey to take you. We use this foundation to build appropriate strategies, tailored to you.

We look at and integrate all aspects of your financial life, including your investments, taxes, insurance, and estate plan to provide advice in an unbiased, clear, and comprehensive manner. In interactive meetings, we will show you how different factors affect your financial future. In real time you can see how spending, investment returns, savings, and other factors will affect your wealth. Once you feel comfortable with your plan, we will design an investment portfolio that reaches your goals in a cost effective and tax efficient manner, maintaining as little risk as possible. Lastly, not only will we prepare your tax return, we will look for opportunities to minimize your tax burden and integrate your tax planning with your overall financial plan.

At Bay Point Wealth, you get comprehensive planning, investments, and taxes. Everything you need, all in one place.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Investment Management
  • Customized Financial Planning
  • Retirement Income Planning
  • Social Security Planning
  • CCRC and Long Term Care Planning
  • Savings Strategies
  • Income Tax Planning

Ideal Clients

  • Approaching Retirement
  • Financially Independent
  • Young Families - Retirement on the Horizon
  • Business Owners and Executives
  • Educators

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Transparent and Clear Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jacob Sadler is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Jacob Sadler is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Jacob Sadler

828-225-1730

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Office Locations:

  • 30 Town Square Blvd
    Suite 208
    Asheville, NC 28803

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