LPL Financial Advisor in Asheville, NC

Easy to Talk To. Responsive to Your Needs.

We created this resource for our friends and clients, to encourage a better understanding of wealth accumulation, retirement income planning, senior healthcare planning, and strategies to protect assets.

Stephen R. Judge, ChFC, CLU

LPL Financial Advisor

Our goal is to be your trusted advisor on investing, insurance and all manner of retirement planning.

Two wooden Adirondack chairs on a dock facing a calm lake at sunset

Retirement Planning

Purpose Meets Planning

"People who seek meaning beyond themselves are healthier, happier, and live longer. So, it's vital to our well-being that you identify and live with a sense of purpose."

This tool helps you define your purpose, and then asks you to integrate your purpose with your financial priorites.

Portrait of Stephen R. Judge, ChFC, CLU

About Stephen

More Main Street Minded Than Wall Street Minded

Steve Judge has been working with individuals and businesses in the Asheville area as a financial advisor since 1993. Steve believes that investment decisions are as much decisions of the heart as the pocketbook. As such, he assists his clients in mapping out strategies consistent with their deepest values.

To see Steve's interview in the July 2021 issue of Advisors magazine click here.

  • ChFC and CLU designations
  • LPL Financial Advisor
  • Serving the Asheville area since 1993
  • Easy to talk to and responsive
  • Strategies consistent with your deepest values
Play video: My Review of the Purpose Meets Planning Workbook (opens on sendspark.com)

Featured Video

My Review of the Purpose Meets Planning Workbook

I made a three and a half minute video to go over the workbook. The booklet, designed by our friends at Jackson National Life, provides questions, exercises and thought experiments to fuel reflection on what we want our lives to mean.

Get in Touch

Let's Start a Conversation

Contact us today. We want to hear from you. Please call us if you have any questions about our practice.

Our Office

1944 Hendersonville Rd, Bldg E-1
Asheville, NC 28803

Our office is conveniently located in the ParkSouth office plaza. Building E is the first building on your right in ParkSouth.