How We Can Help

Comprehensive Financial Solutions

Comprehensive Financial Planning

We create personalized financial roadmaps that integrate all aspects of your financial life, ensuring a comprehensive strategy for your goals.

Retirement Income Strategies

Our team helps you develop income plans designed to maintain your lifestyle throughout retirement, balancing growth and financial wellbeing.

Tax Planning

We provide tax efficient investment strategies.

Estate & Legacy Planning

We’ll guide you through estate planning, aiming to ensure your wealth is protected and transferred according to your wishes, securing your legacy for future generations.

Supporting You Every Step of the Way

Tailored Strategies for Your Future

At Appalachian Wealth Management, we believe that no two financial journeys are alike. That’s why we offer personalized strategies designed to meet your specific needs, whether you're building wealth, planning for retirement, or securing your legacy. Our tailored approach ensures that you receive the right guidance at the right time, helping you navigate life’s financial complexities with confidence and clarity.

  • Small Business Retirement Planning
  • Tax Planning Strategies
  • Life Insurance Needs
  • Long-Term Care Solutions
  • Estate & Legacy Planning
About Us

Who We Are

Our innovative approach challenges industry norms, driving us to pioneer new strategies, technologies, and practices that set us apart from the rest.

Basic Plan

$39

Per Month
  • Customer Management
  • Calendar integration
  • Browser extension
  • Email Support
  • Mobile Apps
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Enterprise Plan

$79

Per Month
  • Customer Management
  • Calendar integration
  • Browser extension
  • Email Support
  • Mobile Apps
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FAQs

Our Most Frequently Asked Questions

Who do you work with?
How do you pronounce Appalachian?
How do you help with retirement planning?
We have several 401(k)s from past employment. Can you help with that?
Do you offer estate planning services?
How can you help with tax planning?

We have business ideas

We have business ideas

We have business ideas

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Get in Touch

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Testimonials

"The business solution provided exceeded my expectations in every aspect. Its user-friendly interface made it easy to integrate into our existing processes, streamlining operations and enhancing overall efficiency. The robust features catered specifically to our business needs, allowing for seamless customization and scalability.”

Robert Hock, Agency X

"The business solution provided exceeded my expectations in every aspect. Its user-friendly interface made it easy to integrate into our existing processes, streamlining operations and enhancing overall efficiency. The robust features catered specifically to our business needs, allowing for seamless customization and scalability.”

John Smith, HelpHub

"The business solution provided exceeded my expectations in every aspect. Its user-friendly interface made it easy to integrate into our existing processes, streamlining operations and enhancing overall efficiency. The robust features catered specifically to our business needs, allowing for seamless customization and scalability.”

Jessica Jemina, Rob LEO
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