top of page
Stack of balanced stones on a pebble beach at sunset
Path through bamboo forest with sunlight filtering through
Close-up of a green succulent with layered leaves
Person standing on a mountain peak at sunrise
White water lily against a blurred turquoise background

Coleman Advisory, LLC

Registered Investment Advisor

303 Cricklewood Square, #303I
Asheville, NC 28804

Phone:

843-991-9180

E-mail:

Contact Us

Please feel free to contact us with any questions.

Our Process

Please feel free to learn more about Coleman Advisory process.

About John Coleman

Please feel free to learn more about John Coleman and his business.

CFP® Code of Ethics

Please learn more about the code of ethics for Certified Financial Planners.

About John Coleman

Please feel free to learn more about John Coleman and his business.

Contact Us

Please feel free to contact us with any questions.

John W. Coleman CFP®, ChFC®, CLU®

Smiling man in a suit and tie with white hair.

Everyone needs a personal financial plan.  At Coleman Advisory, LLC, I strive to make financial advice and investment solutions accessible and affordable, with your best interest always first.  As you explore the website, you will find a wealth of information in the form of newsletter articles, calculators, and research reports.

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this website to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with skilled professionals to pursue your financial goals.

I am here to help educate you about the basic concepts of financial management and to assist you in developing a well conceived and actionable financial strategy.  I hope you take advantage of the resources available on the website and check back often as I frequently add new and updated articles, videos and flipbooks. 

Gold CFP Certified Financial Planner logo

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Details rising rates, restricted coverage, and insurers exiting high-risk areas.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck