Absher Wealth Management, LLC logo

Absher Wealth Management, LLC

Updated today

Client AUM

$1,214,625,022

Clients

665

Advisors

8

of 9 employees

About

Absher Wealth Management provides investment management and financial planning to a mix of individual and high‑net‑worth clients, as well as trusts, businesses, and retirement plans. Services include discretionary portfolio and wealth management, financial planning and consulting, and retirement‑plan advisory work (including acting as an ERISA 3(21) fiduciary for plan-related advice).

The firm constructs tax‑aware, cost‑conscious asset allocations and emphasizes a long‑term, value‑oriented approach that focuses on businesses with predictable free cash flow, strong margins, conservative balance sheets and a history of dividend growth. Security selection combines qualitative, quantitative, technical and relative‑strength analysis, with portfolios primarily in equities and fixed income and occasional use of ETFs, mutual funds, MLPs and other instruments.

Notably, Absher sponsors a bundled “wrap” program (the Absher Portfolio Management program) that combines portfolio management and trade execution, and it has negotiated brokerage and clearing arrangements with Trade‑PMR and First Clearing to access institutional trading, custody, and certain institutional‑only investment options. The firm discloses receiving non‑cash support from its broker relationships (including nominal startup funding and technology or research access) and also advertises third‑party ratings, which are less common among comparable team firms.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Social Security optimization Medicare planning Charitable giving & philanthropy Concentrated stock management

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Fee options

Fixed

Fixed fees or project fees for financial planning and consulting services (amounts not specified).

Percentage

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

Project-based

Hourly rate for financial planning and consulting services (specific hourly rate not stated).

Other

Account minimum: $500,000 Fee-only: Financial planning and consulting fees billed hourly, fixed fees, or project basis, generally not exceeding $20,000. No minimum fee required.

Main office

1450 Raleigh Road, Suite 105

Chapel Hill NC 27517

Advisors at this office

8

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

Jonathan G

CFP®, Series 63

Chapel Hill, NC

Absher Wealth Management, LLC

Jonathan George is a CFP® with four years of industry experience, currently serving as a financial advisor at Absher Wealth Management, LLC. He previously worked at Aria Financial Services and Northwestern Mutual. Outside of finance, he has been involved with The Garden Church for the past decade. Absher Wealth Management serves individuals, high-net-worth clients, trusts, businesses, and retirement plans with investment management and financial planning. The firm employs a tax-aware, long-term value approach focused on businesses with stable cash flow and dividend growth, using a combination of qualitative and quantitative analysis in portfolio construction.

Social Security optimization Medicare planning Charitable giving & philanthropy Concentrated stock management
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.

Social Security optimization Medicare planning Charitable giving & philanthropy Concentrated stock management
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.

Social Security optimization Medicare planning Charitable giving & philanthropy Concentrated stock management
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.

Social Security optimization Medicare planning Charitable giving & philanthropy Concentrated stock management
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.

Social Security optimization Medicare planning Charitable giving & philanthropy Concentrated stock management
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.

Social Security optimization Medicare planning Charitable giving & philanthropy Concentrated stock management
user avatar

Robert R

CFP®, Series 65

Chapel Hill, NC

Absher Wealth Management, LLC

Robert Roland IV is a CFP® professional with five years of experience at Absher Wealth Management, LLC in Chapel Hill, NC. Prior to joining Absher in 2021, he spent 11 years at the Law Offices of John T. Orcutt, P.C. Absher Wealth Management serves individual and high-net-worth clients, trusts, businesses, and retirement plans, providing investment management and financial planning services. The firm uses a tax-aware, value-oriented investment approach focused on businesses with predictable free cash flow and a history of dividend growth.

Social Security optimization Medicare planning Charitable giving & philanthropy Concentrated stock management
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.

Social Security optimization Medicare planning Charitable giving & philanthropy Concentrated stock management
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