Asheville, NC financial planning and advisory for individuals and small businesses
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Imagine your greatest goals within reach.

Together, we can create a strategy to pursue those dreams -- one that can guide you forward on the path to success

 
Plan 
Your 
Objectives

Whether your goals are simple or complex, to pursue them effectively you should have a comprehensive plan that includes:

  • A realistic investment strategy that addresses your desired level of return without taking on more risk than you can tolerate

  • A retirement plan designed to provide the income you need for as long as you live

  • College and education savings plans that address steadily rising costs

  • An estate plan that meets your goals for charitable giving and effective transfer of wealth to your heirs

Financial Planning and Strategy
 
A Partner For Your Financial Future

Managing your finances can be easier with a professional by your side. As your financial consultant, my mission is to become your partner for financial success -- to make a difference for you, your family and your future.

Wealth Management and Financial Advisor, Melissa Kledis, Peridot Financial

Our clients benefit from Peridot Financial's partnership with LPL Financial:

Financial Strength

LPL is a diversified financial services company and the largest independent broker/dealer, supporting thousands of financial professionals nationwide.

Objective Advice

LPL does not engage in investment banking and has no proprietary products. This allows me to offer you guidance that is thorough and truly independent. LPL also has one of the industry's largest independent research departments, giving me access to a wide range of impartial strategies that we can consider together.

Account Protection

LPL's SIPC membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash. For an explanatory brochure, visit www.sipc.org

Additionally, through London Insurers, LPL accounts have additional account protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575 million, subject to conditions and limitations.

 
Benefit From Practical Professional Advice

As an independent financial professional, I'll take the time to learn about your needs, hopes and concerns, and develop a comprehensive strategy to help you pursue your goals.

I offer access to a wide range of financial products and services and can help you build a diversified portfolio of investments.

Investment portfolios, insurance, stocks, mutual funds, brokerage cd's
 

Services offered include:

Financial Services:
  • Business Planning

  • College Planning

  • Estate Planning Strategies

  • Financial Planning

  • Financial Reviews

Access to Investment Services and Products:
  • Brokerage CD's

  • Exchange Traded Funds (ETF)

  • Insurance

  • Mutual Funds

  • Stocks