About

About Us

Beckley, Whitener & Wetmore Wealth Advisors was founded in 2020 with the central purpose of focusing 100% on the client. We concentrate on building relationships that last forever through multiple generations. Family and community are top priorities in our lives, and we treat you like family. That means we form a deep, lasting connection and are committed to being there for you in all kinds of circumstances, times of celebration or sorrow and everything in between.

We’re proud to put our names on the door because it represents our heritage and pledge to you that we stand behind our work and the services we offer our clients. To say that we offer concierge-level services doesn’t come close to describing the total care we provide for our clients. We go above and beyond, to do the right thing and help those around us.

We find all sorts of ways to make people’s lives easier—from handling a special project or arranging delivery of medicines during a disaster to taking time to help with necessary transportation. As a small, regional firm we are dedicated to the local community. While we support clients in many other states, our home is here, in the foothills of Western North Carolina, where we serve clients from the mountains to the beach.

Everything starts with a clear, succinct plan. We’re here to help in all aspects of your financial life, with a comprehensive plan and strategies to help you make good financial decisions.

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