79% of business owners do not have a written plan for the future of their ownership.*

* BEI Business Owner Survey, 2019
With over 170 years of combined experience, our practice aims to excel at working with business owners, including vacation rental management (VRM) owners. At the Whichard Woolard & Mitchell Wealth Management, we understand the sense of pride and joy that comes from seeing a dream become a reality. A family asset has been created that provides financial confidence today and if transitioned properly, can be life-changing for generations to come.
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Partners in Your Investment Life

In striving to deliver life-changing results, we’re confident that our practice will allow our clients to enjoy a better life. To us, our clients are more than relationships – they are our friends.

Let’s Have a Conversation

Our team welcomes the opportunity to meet with you to learn more about your financial objectives, and discuss how we can serve as a resource to help you develop strategies designed to help bring your ideal investment future to the forefront. Please contact us today to schedule a no-obligation portfolio review or consultation.

Proudly serving clients out of three office locations in Eastern, NC!