About Joel Adams And Associates Inc.
<p>Values-based investing tied to Asheville’s arts and environmental priorities has been part of Joel Adams And Associates Inc.’s work since 2016. Headquartered in Asheville in the western North Carolina mountains, the firm works with clients across the Asheville metro and surrounding communities.</p> <p>Joel Adams And Associates Inc. is a registered investment adviser (RIA) that provides financial planning and investment management for individuals, high-net-worth individuals, families, trusts, estates, small businesses, and charitable organizations. The firm reports $0.3B in assets under management (2026).</p> <p>For employers that want a named fiduciary, the firm offers 3(21) co-fiduciary support as part of its work as <a href="/plan-advisors">plan advisors</a>. It also coordinates with Raymond James for additional resources and platform support.</p> <p>What sets the practice apart is its local, values-aligned approach—particularly around arts support and sustainability—paired with fiduciary planning and investment oversight.</p> <ul> <li>Registered investment adviser (RIA) based in Asheville, North Carolina</li> <li>3(21) retirement plan fiduciary services for employers</li> <li>Investment management with tax-aware planning</li> <li>Estate and education planning for families, trusts, and estates</li> <li>Works with individuals, businesses, and charitable organizations</li> </ul>
Website: http://www.joeladamsasheville.com/
Office Locations
- Asheville, NC (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $282.1M