Founded in 2003, our primary concern is to help our clients achieve their financial goals. L. Daniel Akers, Jr. is a financial planning and investment management professional with over three decades of industry experience. He is a graduate of the University of Virginia and holds an M.B.A. from Wake Forest University.
Dan is also a Certified Public Accountant. Logan joined Altavista in 2013. Logan believes in a comprehensive approach to financial advice which establishes investments and financial planning as means to accomplish client goals. As Director of Research, Logan coordinates the Altavista Investment Committee, conducts investment analysis, compiles economic research and assesses financial market conditions.
Dan is also a Certified Public Accountant. Logan joined Altavista in 2013. Logan believes in a comprehensive approach to financial advice which establishes investments and financial planning as means to accomplish client goals. As Director of Research, Logan coordinates the Altavista Investment Committee, conducts investment analysis, compiles economic research and assesses financial market conditions.
Services
Depends on a deep understanding of our clients' goals and aspirations as well as their financial resources. Altavista's team of professionals is committed to concentrate on offering clients quality investment solutions, highly personalized service, comprehensive planning and unbiased advice.
Altavista's financial advisors bring an average of 25 years of experience to every client relationship with a diversity of skills and expertise in financial planning (retirement, estate, tax and charitable planning), independent investment management, trust services and family office services.Certifications on our team include CFP, CFA, CPA, JD, MBA, IACCP.
Altavista's financial advisors bring an average of 25 years of experience to every client relationship with a diversity of skills and expertise in financial planning (retirement, estate, tax and charitable planning), independent investment management, trust services and family office services.Certifications on our team include CFP, CFA, CPA, JD, MBA, IACCP.
Altavista Wealth Management, Inc. provides a wide range of investment management and fiduciary services. Our services are designed to assist clients in all aspects of their financial lives. We have officies in Asheville, North Carolina and Charlotte, North Carolina. By design, Altavista is focused exclusively on assisting you with the complex task of managing your wealth.
We navigate complexities with our dedicated high touch team-based approach to create a highly personalized experience. From client on-boarding, to meetings and social & educational events, we share our expertise by leveraging technology and committing to transparent communication.
As an independent wealth management company, Altavista is compensated only by fees for advice and counsel, and has no proprietary interest in any fund, strategy or the sale of any product.A prenuptial agreement or "prenup" is a legal contract between a couple made before they get married that defines how.
As an independent wealth management company, Altavista is compensated only by fees for advice and counsel, and has no proprietary interest in any fund, strategy or the sale of any product.A prenuptial agreement or "prenup" is a legal contract between a couple made before they get married that defines how.
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