Absher Wealth Management, LLC logo

Absher Wealth Management, LLC

Updated today

Client assets under management

$1,214,625,022

Clients

665

57% high-net-worth

Advisors

7

of 9 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

95

High

Average account size

$1,826,504

About

Absher Wealth Management provides investment and wealth management, financial planning and consulting to individuals, high‑net‑worth clients, trusts, businesses and retirement plans, and also offers non‑discretionary ERISA 3(21) advisory services for plan participants. The fee‑only registered adviser works with clients to define objectives and risk profiles and typically manages accounts on a discretionary basis.

The firm follows a value‑oriented, long‑term investment philosophy that emphasizes high‑quality businesses with predictable free cash flow, strong profit margins, conservative balance sheets and a history of dividend growth, while building tax‑efficient, cost‑conscious asset allocations across equities, fixed income and other instruments. Security selection is driven by a mix of qualitative, quantitative, technical and relative‑strength analysis, and portfolios are actively monitored and rebalanced to reflect client circumstances and market conditions.

Distinctive features disclosed in the brochure include sponsorship of a wrap fee program (the Absher Portfolio Management program) and negotiated brokerage relationships that provide institutional trading and custody services through Trade‑PMR and First Clearing; the brochure specifically notes a Trade‑PMR Asset Match promotion (a 50 basis‑point match on eligible deposits from October 1, 2025 through March 31, 2026) and that the firm received nominal startup funding and technology access. The firm also discloses receiving third‑party benefits from its custodial and broker‑dealer arrangements and references third‑party ratings in its public materials, each identified as potential sources of conflicts the firm monitors and discloses.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Social Security optimization

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Fee options

Fixed

Fixed fees or project basis for financial planning and consulting services; fees generally do not exceed $20,000.

Percentage

$0 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.80% $10,000,001+: 0.75%

Project-based

Hourly fees for financial planning and consulting services; specific rates not stated.

Other

Account minimum: $500,000 Fee-only: Fee-only basis; no commissions or performance fees.

Main office location

Absher Wealth Management, LLC

1450 Raleigh Road,, Suite 105

Chapel Hill NC 27517, United States

Number of offices

3

Most active in

Arkansas · California · Florida · Georgia · Illinois · Louisiana · Maryland · Massachusetts · New Hampshire · New Jersey · North Carolina · Ohio · South Carolina · Texas · Utah · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Zakariya W

Series 63, Series 65

Chapel Hill, NC

Absher Wealth Management, LLC

Zakariya Wahdan is a financial advisor at Absher Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo. Wahdan is based in Chapel Hill, NC. Absher Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and employer-sponsored plans. The firm emphasizes tax-efficient, cost-conscious asset allocation and value-oriented security selection, managing client portfolios primarily on a discretionary basis.

Wealth management General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Social Security optimization
user avatar

Jennifer O

CFP®, Series 63, Series 66

Chapel Hill, NC

Absher Wealth Management, LLC

Jennifer Oravsky is a CFP® professional with 27 years of industry experience, currently serving at Absher Wealth Management, LLC since 2019. Her prior experience includes roles at Wells Fargo Clearing from 2016 to 2019 and Wells Fargo Advisors LLC from 2009 to 2016. Outside of financial advising, she is involved with Mebane Machine & Tool, LLC in a non-investment related capacity. Absher Wealth Management provides investment and wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm employs a value-oriented, long-term investment approach focused on high-quality businesses and tax-efficient, cost-conscious asset allocations, actively managing portfolios to suit client needs and market conditions.

Wealth management General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Social Security optimization
user avatar

Michael A

Series 63, Series 66

Chapel Hill, NC

Absher Wealth Management, LLC

Michael Absher is a financial advisor at Absher Wealth Management, LLC in Chapel Hill, NC, with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Absher Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and employer-sponsored plans. The firm employs a tax-efficient, value-oriented investment approach and manages client portfolios primarily on a discretionary basis.

Wealth management General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Social Security optimization
user avatar

Christine F

Series 63, Series 65

Chapel Hill, NC

Absher Wealth Management, LLC

Christine Foster Perry is a financial advisor at Absher Wealth Management, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Bank from 2007 to 2023. Absher Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and employer-sponsored plans. The firm emphasizes tax-efficient, value-oriented portfolio management using a combination of qualitative, quantitative, technical, and relative-strength analysis.

Wealth management General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Social Security optimization
user avatar

William B

CFA®, Series 65

Chapel Hill, NC

Absher Wealth Management, LLC

William Bost is a CFA® charterholder and holds a Series 65 license. He has four years of industry experience and currently serves as an advisor at Absher Wealth Management, LLC. Prior to joining Absher, he worked at Deloitte LLP and spent time at the University of Georgia. Absher Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and employer-sponsored plans. The firm emphasizes tax-efficient, value-oriented asset allocation and employs a multi-advisor team approach to portfolio management and financial planning.

Wealth management General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Social Security optimization
user avatar

Robert R

CFP®, Series 65

Chapel Hill, NC

Absher Wealth Management, LLC

Robert Roland is a CFP® with four years of industry experience, currently serving as a financial advisor at Absher Wealth Management, LLC. Prior to joining Absher Wealth Management, he worked for over a decade at the Law Offices of John T. Orcutt, P.C. based in Chapel Hill, NC. Absher Wealth Management is a fee-only registered investment adviser that provides portfolio management, wealth management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, businesses, and employer-sponsored plans. The firm employs a tax-efficient, value-oriented investment approach with an emphasis on asset allocation and security selection based on fundamental and technical analysis.

Wealth management General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Social Security optimization
user avatar

Kevin M

CFP®, Series 63, Series 66

Chapel Hill, NC

Absher Wealth Management, LLC

Kevin Mishoe is a CFP® with 18 years of industry experience, currently serving at Absher Wealth Management, LLC since 2019. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2010 to 2019. Absher Wealth Management is a fee-only registered investment adviser providing portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, businesses, and employer-sponsored plans. The firm emphasizes tax-efficient, cost-conscious asset allocation with a value-oriented security selection process and manages client accounts primarily on a discretionary basis.

Wealth management General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Social Security optimization
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