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Welcome to McMahan Financial, LLC

We are an independent, full-service financial advisor and wealth management firm serving the financial needs of retirees and families in Western North Carolina.

We offer prudent, time-tested strategies and a total focus on the unique needs of every client. We specialize in providing individuals and families with holistic financial planning designed to take them where they want to go in life.

The McMahan Financial Team

We enjoy building trusted relationships that span generations.

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Our Services

Without any conflicts of interest we put your needs first. 

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Building Trust

We enjoy providing individuals and families with the helpful guidance they need. 

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Client Centered

David McMahan believes his clients deserve the best service he can provide. He provides free informative guides to help them through all stages of life, as well as information they need.

Click on the button below to download a retirement checklist to help better plan for retirement. This is just a sample of the type of information made available to our clients.  Be sure to contact his office for more information.

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