About Infinity Wealth Management
Infinity Wealth Management was founded on a simple yet powerful vision: going beyond what’s expected to achieve the exceptional when it comes to serving clients. Established in 2002 by Glen Pier, a multi-credentialed industry thought leader, financial educator, and Ed Slott Master Elite IRA Advisor, our firm has grown from a small basement office in Arden to a leading financial advisory firm in Western NC. With all our advisors having expertise in The Bucket Plan®, we embrace the responsibility of being true guides to our clients and helping them navigate the complex world of wealth.
We offer comprehensive services through The Five Pillars of Holistic Wealth Management: financial planning, tax management, asset management, legacy planning, and protection planning; as well as accessing legal documents, philanthropic advising, and an in-house tax practice.
For over 20 years, Infinity Wealth Management has proudly served the Asheville region, growing in scope and scale all while retaining our continuous commitment to excellence. We love empowering our clients to align their values with their financial goals and are committed to building lifelong relationships and giving back to our community.
Click through our slideshow below to get a feel for our firm, and if you’re in the Asheville area, stop by our office! Our team looks forward to getting to know you and helping you live your dreams to the fullest.
Our Team Members Have Qualifications That Include But Aren’t Limited To:
- Certified Financial Fiduciary®
- Bucket Plan Certified® (BPC)
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Ed Slott Master Elite IRA Advisor
- Certified Public Accountant (CPA)
- Notary Public