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Michael Honea


Financial Planner

Background

Michael Honea is a highly accomplished finance professional with over 12 years of experience. He holds certifications as a Certified Financial Planner™, Accredited Trust and Financial Advisor, and Accredited Financial Counselor. With a BSBA in Management from Western Carolina University, he brings a solid educational background to his work.

Michael’s expertise lies in providing personalized financial guidance to clients, tailoring strategies to their individual needs and goals. His dedication to building strong relationships and staying informed about industry trends ensures that his clients receive comprehensive and up-to-date advice.

With a focus on the significance of meaningful experiences over monetary wealth, Michael believes in helping clients achieve true fulfillment in their lives. By understanding their unique aspirations, he creates tailored financial plans that empower individuals to pursue happiness and financial well-being.

Beyond his professional accomplishments, Michael cherishes his role as a husband to a wonderful wife and as a proud father to three beautiful young girls. He understands the importance of work-life balance and finds joy in spending quality time with loved ones.

As a valued member of our team, Michael’s commitment to professional growth and his empathetic approach make him a trusted advisor. He is dedicated to assisting clients in achieving their financial goals and living a fulfilling life.

Who We Serve

Discover, evaluate and plan for the life and retirement of your dreams.

If your financial needs include estate planning, Cary Estate Planning can help you update or create your will or trust with ease. Cary Estate Planning can also help with estate administration, disability planning, elder law, and other comprehensive legacy planning services. Learn more about Cary Estate Planning here.

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What type of life insurance do we need?
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Are we saving for retirement correctly?
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What is the best thing I can do to build wealth?
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Are we paying too much taxes in retirement?
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What type of trust should I be using?
How We Help

Integrated planning solutions for wealth management, investing and retirement

Our Process

1You schedule a call

  • Meet briefly to learn more
  • Understand your specific financial goals
  • Determine if we can help

2We identify your needs

  • Get personalized financial insights
  • Understand how our solution fits into your short-term and long-term goals

3We work together

  • Map out your plan
  • Walk you through next steps
  • Provide updates without you even asking

4Your life leads the plan

  • You’re in control of your plan
  • Your family is protected
  • We got your back when you need changes