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Executive Financial Resources, Inc.

"When Experience Matters."

Office Hours: 9:30am-5:00pm

Monday - Friday 

85A Boone Trail, North Wilkesboro, NC 28659

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Welcome to Executive Financial Resources, Inc.

Welcome to Executive Financial Resources, Inc.

Located in the beautiful foothills and mountains of northwestern, North Carolina, Executive Financial Resources, Inc. is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to grow, and conserve your wealth by delivering a level of service designed to meet your personal financial goals.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (336) 667-1849. We look forward to hearing from you.

Meet Our Team

Meet Our Team

Years of experience have prepared us to guide you through your life transitions.

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Read About Our Company

Read About Our Company

We create strategies that are tailored to your needs and goals.

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Our Products & Services

Our Products & Services

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Your Road-Map To Endless Horizons

Your Road-Map To Endless Horizons

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

Our Mission Statement:

"To provide clients with custom investment strategies using modern asset allocation, and to develop lasting relationships embedded in integrity and trust. Executive Financial is committed to guiding you through this process, as you strive to achieve your financial goals."


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