Joel Kelley (BS, CFP®, M.Ed.)

Joel Kelley focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Services Investment Advice: Portfolio analysis, asset allocation, long-term goals Retirement Planning College Planning and Funding Estate Planning Insurance Review Including LTC Financial Education Woodstone Financial, LLC, offers investment management and financial planning on a fee-only basis. Philosophy and Approach At Woodstone, we believe that our clients' finances should be wrapped around their lives rather than having their lives wrapped around their finanances. We are committed to providing client service which is second to none and produces long-term strategies and solutions. We place a strong emphasis on educating our clients so that they control their financial future. We want all our clients to become intelligent investors. Clients must not only invest their money, but more importantly their time to build a successful financial plan. The process is always client-centered and client-driven.

Additional Information

Value Added, Flexible Approach Woodstone Financial, an independent, Fee-Only financial planning and Registered Investment Advisory firm is headquartered in Asheville, NC. The firm specializes in providing investment advice and financial planning services to clients “We try to understand our clients and their future needs. Then, together, we craft a plan that is easily understood, realistic, achievable and can be started immediately.”

NAPFA Start Date

October 15, 2003

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This Office

30 Town Square Blvd Ste 208 Asheville, NC 28803-5052 Phone: (828) 225-1730 Fax: (828) 225-1731