Secure Your Financial Future

Learn how planning can make all the difference.

Welcome to Braeside Financial Planning LLC!

Braeside Financial Planning LLC ("Braeside" is used on this website) is an independent, fee-only financial planning and advisory firm located in Asheville North Carolina. We are not affiliated with any bank, brokerage firm or insurance company. Braeside does not sell products, receive commissions or any other third-party compensation: our advice is customized for you and delivered to serve only your best interests.

We are not accepting new clients at this time


Control Your Financial Future

Individuals and families come to us when they want help from a financial planner to take charge of their financial future. This may involve a comprehensive financial plan, or just professional advice before making a major purchase or investment. Since our fees are hourly, we can accommodate any level of complexity on a complete range of issues. Check Our Services to learn more.

Our Clients

Because we have no minimum requirements for net worth, income or investment value, we serve middle-class clients from all walks of life. Our clients determine the scope of services needed and seek professional, competent advice from someone they can trust. They want an advisor who will listen to their needs and goals and really care about their interests – and that's exactly what we do at Braeside. If this sounds like a good fit for you and you want to create a tailored financial road map, Contact Us to schedule your complimentary, no obligation "Get Acquainted" meeting today.

Our Services

Retirement Planning
With the migration away from company-provided pensions to defined-contribution 401(k)’s...
Investment Portfolio Optimization

Braeside is available to help you structure your investments...

Cash Flow & Debt Management

Braeside can assist in creating workable budgets and in eliminating debt.


Bob Blanke

Bob Blanke

"People don't care how much you know until they know how much you care."
– Anonymous