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.
We believe there is no substitute for time spent with clients.
Founded in 2003, our primary concern is to help our clients achieve their financial goals.
"Our client relationships are anchored in experience, integrity and knowledge.
"Our primary concern is to help our clients achieve their financial goals
Kyle R. Boyd is an investment professional with over three decades of experience. Previously, Kyle was Principal with the investment counseling firm of Boys, Arnold and Co., where he served as a senior investment counselor and on the firm’s Investment Committee, handling many of the firm’s largest and most complicated portfolios. He also served as President of Boys, Arnold Trust Company and was responsible for Trust Company planning, formation and management.
"Our portfolio of high quality U.S. stocks provides a core or foundation for a diversified portfolio.
Jacqui S. Friedrich is a financial planning and investment management professional with over 3 decades of industry experience. She is a graduate of the University of North Carolina Asheville with a degree in Accounting. She is also a Certified Financial Planner®
"We believe there is no substitute for time spent with clients.
Jeff joined Altavista Wealth Management, Inc. in September 2015. Within Altavista, Jeff is deeply engaged in educating his clients about the investment strategies and opportunities their wealth affords them. His focus is on developing customized investment strategies and the appropriate asset allocation given the overall estate and financial plan for the family’s goals. He is also heavily involved in economic and market research for the firm’s investment committee.
"Highly personalized service is the hallmark of our team. Our focus is on the unique circumstances of each family we serve.
Jonathan Shumate is a wealth management professional with over 20 years of industry experience. He joined Altavista’s Charlotte, North Carolina office in November of 2016 as a Senior Financial Advisor. Jon is a member of the Altavista Investment Committee and is responsible for the delivery of wealth management and investment services to individuals and families from Altavista’s Charlotte office.
"Altavista will implement a strategic wealth management program that will help achieve your aspirations and manage your risks.
Our Advisors
L. Daniel Akers, Jr., CFP®, CPA
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.
"Our client relationships are anchored in experience, integrity and knowledge.
Logan Bolick, CFA, CFP®
"Our primary concern is to help our clients achieve their financial goals
Kyle R. Boyd
Kyle R. Boyd is an investment professional with over three decades of experience. Previously, Kyle was Principal with the investment counseling firm of Boys, Arnold and Co., where he served as a senior investment counselor and on the firm’s Investment Committee, handling many of the firm’s largest and most complicated portfolios. He also served as President of Boys, Arnold Trust Company and was responsible for Trust Company planning, formation and management.
"Our portfolio of high quality U.S. stocks provides a core or foundation for a diversified portfolio.
Jacqui S. Friedrich, CFP®
Jacqui S. Friedrich is a financial planning and investment management professional with over 3 decades of industry experience. She is a graduate of the University of North Carolina Asheville with a degree in Accounting. She is also a Certified Financial Planner®
"We believe there is no substitute for time spent with clients.
Jeff Howden
Jeff joined Altavista Wealth Management, Inc. in September 2015. Within Altavista, Jeff is deeply engaged in educating his clients about the investment strategies and opportunities their wealth affords them. His focus is on developing customized investment strategies and the appropriate asset allocation given the overall estate and financial plan for the family’s goals. He is also heavily involved in economic and market research for the firm’s investment committee.
"Highly personalized service is the hallmark of our team. Our focus is on the unique circumstances of each family we serve.
Jonathan Shumate, CFP®
Jonathan Shumate is a wealth management professional with over 20 years of industry experience. He joined Altavista’s Charlotte, North Carolina office in November of 2016 as a Senior Financial Advisor. Jon is a member of the Altavista Investment Committee and is responsible for the delivery of wealth management and investment services to individuals and families from Altavista’s Charlotte office.
"Altavista will implement a strategic wealth management program that will help achieve your aspirations and manage your risks.
Wealth Management Services
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.
Financial Planning
We believe the wealth management process always begins with a plan.
Investment Management
We use timeless principles and proven methods to manage investment risk and increase the chance of investment success.
Trust Administration
We offer a full range of fiduciary and agency services. Our team has extensive experience in the administration of trust and estates.
Family Office Services
Highly personalized service is the hallmark of our team. Our focus is on the unique circumstances of each family we serve.
Consulting for Business Owners
Building a successful business is often the work of a lifetime. At some point an owner has to consider a plan for management succession or sale.
Philanthropic Consulting
Altavista is experienced in setting up appropriate charitable trusts and funds to assist families in realizing important charitable, income and tax objectives.
Financial Planning
We believe the wealth management process always begins with a plan.
Investment Management
We use timeless principles and proven methods to manage investment risk and increase the chance of investment success.
Trust Administration
We offer a full range of fiduciary and agency services. Our team has extensive experience in the administration of trust and estates.
Family Office Services
Highly personalized service is the hallmark of our team. Our focus is on the unique circumstances of each family we serve.
Consulting for Business Owners
Building a successful business is often the work of a lifetime. At some point an owner has to consider a plan for management succession or sale.
Philanthropic Consulting
Altavista is experienced in setting up appropriate charitable trusts and funds to assist families in realizing important charitable, income and tax objectives.
Altavista offers quality investment solutions, personalized service and unbiased advice.
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.
Our offices are located in Asheville, North Carolina and Charlotte, North Carolina.
This focus series is the result of listening to our clients’ needs. Through exploring the various challenges facing today’s women and initiating a space to share common experiences, we are building a community of women.
We bring in expert guest speakers who provide information to broaden awareness and knowledge of the group, which essentially deepens the discussions. Topics range from investment terminology to navigating family dynamics, health and elder care resources, survivor-ship roles, estate planning documents to economic and market outlooks. The experience is engaging and casual, educational yet fun, and always evolving.
To learn more, contact our office by calling 1-866-684-2600. We would love to get you involved.
Annually we gather members of the Altavista community for dinner and educational presentations. It is an enjoyable and informative evening with pertinent topics, dinner and drinks.
Previous years have included discussions on the role of a community foundation, policies driving the global markets, the market and economic outlook, portfolio strategies, the use of alternatives in your portfolio, tangible asset management, political analysis of the markets and tax updates from local CPA’s.
The Altavista Experience
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Altavista offers quality investment solutions, personalized service and unbiased advice.
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.
Our offices are located in Asheville, North Carolina and Charlotte, North Carolina.
Women’s Conversation Series
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This focus series is the result of listening to our clients’ needs. Through exploring the various challenges facing today’s women and initiating a space to share common experiences, we are building a community of women.
We bring in expert guest speakers who provide information to broaden awareness and knowledge of the group, which essentially deepens the discussions. Topics range from investment terminology to navigating family dynamics, health and elder care resources, survivor-ship roles, estate planning documents to economic and market outlooks. The experience is engaging and casual, educational yet fun, and always evolving.
To learn more, contact our office by calling 1-866-684-2600. We would love to get you involved.
Investor Education
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Annually we gather members of the Altavista community for dinner and educational presentations. It is an enjoyable and informative evening with pertinent topics, dinner and drinks.
Previous years have included discussions on the role of a community foundation, policies driving the global markets, the market and economic outlook, portfolio strategies, the use of alternatives in your portfolio, tangible asset management, political analysis of the markets and tax updates from local CPA’s.
Explore Our Insights
Philanthropy
Could a Charitable Remainder Trust Meet Your Philanthropic and Retirement Income Goals?
By Dan Akers, CPA, CFP® Are you charitably inclined? Many of us want to give back, and because of how … Continued
As the economic recovery matures and investors contemplate the attenuation of government and monetary assistance, one topic that seems to … Continued
Philanthropy
Could a Charitable Remainder Trust Meet Your Philanthropic and Retirement Income Goals?
By Dan Akers, CPA, CFP® Are you charitably inclined? Many of us want to give back, and because of how … Continued
As the economic recovery matures and investors contemplate the attenuation of government and monetary assistance, one topic that seems to … Continued
Contact Us
Take a few minutes with one of our advisors to learn how we can help you on your financial journey.
4 Vanderbilt Park Dr
Ste 310
Asheville, NC 28803
Phone 828-684-2600
Fax 828-684-2680
5960 Fairview Rd
Ste 400
Charlotte, NC 28210
Phone 704-365-4867
Fax 704-365-4868
There is no substitute for time spent with clients. We’d love to hear from you – fill out the form or give us a call today.