Financial Planner in Asheville, NC
At Beacon Pointe, our team of wealth advisors in Asheville, NC is committed to guiding individuals, families, and professionals through the intricacies of full-service financial planning and research-driven investments. As one of the largest Registered Investment Advisor (RIA) firms in the nation, our holistic allWEALTH® approach ensures that we address every facet of your financial well-being.
In alignment with our fiduciary responsibility, we are focused on creating a fully integrated wealth plan through our comprehensive in-house wealth management services, including financial planning, retirement planning, estate planning, strategic tax planning, investment management, healthcare planning, asset protection, family office services, retirement plan services, and outsourced CIO services. As a Beacon Pointe client, we endeavor to provide you with the peace of mind that your unique life and legacy goals are in good hands. Connect with our team to explore how our services can be tailored to fit your specific needs and ambitions.
Connect with one of our trusted Financial Advisors in Asheville, NC.
We are here to be a partner with you on your personal wealth journey. Please contact us if we can be of service.
Meet the Asheville Financial Advisor Team
Jacqui Friedrich, CFP®
Principal, Senior Wealth Advisor
Jacqui Friedrich is a Senior Wealth Advisor for the Beacon Pointe Asheville, North Carolina office, and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Jacqui has been in the financial services industry for over three decades and excels at serving high-net-worth individuals with personalized advice, comprehensive strategies, and goals-based planning. She is also known for the care she shows her clients and her dedication to building strong, lasting relationships. Jacqui graduated from the University of North Carolina Asheville with a bachelor’s degree in Accounting and is a CERTIFIED FINANCIAL PLANNER® (CFP®). Jacqui was the co-founder of the Financial Planning Association of Western North Carolina and served at the national level of the Financial Planning Association as a Chapter Leadership Resource Council member liaison for five states in the Southeast. Jacqui is passionate about educating women so they can learn how to manage their finances and make empowered decisions and is an active member of the Beacon Pointe Women’s Advisory Institute. She is also active in her community and has served locally on many nonprofit boards, including OnTrack Financial Education & Counseling, YWCA, Leadership Asheville Forum, and many local animal welfare organizations. She is currently the chair of the Asheville Humane Society, Chair of the Investment Committee for Pisgah Legal Services, and Treasurer of Heart of Horse Sense, and serves on the Safe Haven Committee for Helpmate. Outside of the office, Jacqui loves to ride her horse, hike, bike, and spend time with family and friends.
Mary Margaret Kiser, CFP®
Wealth Advisor
Mary Margaret is a Wealth Advisor at Beacon Pointe and is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. Mary Margaret serves as a liaison to firm professionals and client service associates to help guide clients through financial planning, investment management, investment strategy implementation, and asset allocation modeling. Additionally, she serves as the marketing liaison for the Beacon Pointe Asheville and Charlotte offices and is an active member of the Beacon Pointe Women’s Advisory Institute. Prior to joining Beacon Pointe, Mary Margaret was the Marketing Director and Client Service Administrator for Altavista Wealth Management, which merged with Beacon Pointe in 2022. She graduated from the University of the South: Sewanee where she earned a bachelor’s degree in Political Science. A native of western North Carolina, Mary Margaret enjoys exploring trails with her husband and two dogs, however, most of her free time is spent chasing after her young daughter.
Meet the Asheville Financial Advisor Team
Jacqui Friedrich, CFP®
Principal, Senior Wealth Advisor
Jacqui Friedrich is a Senior Wealth Advisor for the Beacon Pointe Asheville, North Carolina office, and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Jacqui has been in the financial services industry for over three decades and excels at serving high-net-worth individuals with personalized advice, comprehensive strategies, and goals-based planning. She is also known for the care she shows her clients and her dedication to building strong, lasting relationships. Jacqui graduated from the University of North Carolina Asheville with a bachelor’s degree in Accounting and is a CERTIFIED FINANCIAL PLANNER® (CFP®). Jacqui was the co-founder of the Financial Planning Association of Western North Carolina and served at the national level of the Financial Planning Association as a Chapter Leadership Resource Council member liaison for five states in the Southeast. Jacqui is passionate about educating women so they can learn how to manage their finances and make empowered decisions and is an active member of the Beacon Pointe Women’s Advisory Institute. She is also active in her community and has served locally on many nonprofit boards, including OnTrack Financial Education & Counseling, YWCA, Leadership Asheville Forum, and many local animal welfare organizations. She is currently the chair of the Asheville Humane Society, Chair of the Investment Committee for Pisgah Legal Services, and Treasurer of Heart of Horse Sense, and serves on the Safe Haven Committee for Helpmate. Outside of the office, Jacqui loves to ride her horse, hike, bike, and spend time with family and friends.
Mary Margaret Kiser, CFP®
Wealth Advisor
Mary Margaret is a Wealth Advisor at Beacon Pointe and is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. Mary Margaret serves as a liaison to firm professionals and client service associates to help guide clients through financial planning, investment management, investment strategy implementation, and asset allocation modeling. Additionally, she serves as the marketing liaison for the Beacon Pointe Asheville and Charlotte offices and is an active member of the Beacon Pointe Women’s Advisory Institute. Prior to joining Beacon Pointe, Mary Margaret was the Marketing Director and Client Service Administrator for Altavista Wealth Management, which merged with Beacon Pointe in 2022. She graduated from the University of the South: Sewanee where she earned a bachelor’s degree in Political Science. A native of western North Carolina, Mary Margaret enjoys exploring trails with her husband and two dogs, however, most of her free time is spent chasing after her young daughter.
Meet the Asheville Financial Advisor Team
Jacqui Friedrich, CFP®
Principal, Senior Wealth Advisor
Jacqui Friedrich is a Senior Wealth Advisor for the Beacon Pointe Asheville, North Carolina office, and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Jacqui has been in the financial services industry for over three decades and excels at serving high-net-worth individuals with personalized advice, comprehensive strategies, and goals-based planning. She is also known for the care she shows her clients and her dedication to building strong, lasting relationships. Jacqui graduated from the University of North Carolina Asheville with a bachelor’s degree in Accounting and is a CERTIFIED FINANCIAL PLANNER® (CFP®). Jacqui was the co-founder of the Financial Planning Association of Western North Carolina and served at the national level of the Financial Planning Association as a Chapter Leadership Resource Council member liaison for five states in the Southeast. Jacqui is passionate about educating women so they can learn how to manage their finances and make empowered decisions and is an active member of the Beacon Pointe Women’s Advisory Institute. She is also active in her community and has served locally on many nonprofit boards, including OnTrack Financial Education & Counseling, YWCA, Leadership Asheville Forum, and many local animal welfare organizations. She is currently the chair of the Asheville Humane Society, Chair of the Investment Committee for Pisgah Legal Services, and Treasurer of Heart of Horse Sense, and serves on the Safe Haven Committee for Helpmate. Outside of the office, Jacqui loves to ride her horse, hike, bike, and spend time with family and friends.
Mary Margaret Kiser, CFP®
Wealth Advisor
Mary Margaret is a Wealth Advisor at Beacon Pointe and is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. Mary Margaret serves as a liaison to firm professionals and client service associates to help guide clients through financial planning, investment management, investment strategy implementation, and asset allocation modeling. Additionally, she serves as the marketing liaison for the Beacon Pointe Asheville and Charlotte offices and is an active member of the Beacon Pointe Women’s Advisory Institute. Prior to joining Beacon Pointe, Mary Margaret was the Marketing Director and Client Service Administrator for Altavista Wealth Management, which merged with Beacon Pointe in 2022. She graduated from the University of the South: Sewanee where she earned a bachelor’s degree in Political Science. A native of western North Carolina, Mary Margaret enjoys exploring trails with her husband and two dogs, however, most of her free time is spent chasing after her young daughter.
