ExxonMobil Executives & Retirees

Financial Management Services for ExxonMobil Clients

An independent, SEC-registered investment advisor, Biltmore Capital Advisors has long worked with ExxonMobil executives and retirees. We have developed a unique understanding of the company culture and issues concerning ExxonMobil stock, options, and retirement investment planning.
Our proven solutions for ExxonMobil clients and their families can help you realize your financial goals, from tax-sensitive portfolio diversification to low-cost borrowing, from effective risk management to retirement and estate planning.

Biltmore’s customized financial and investment advisory services for ExxonMobil executives and retirees include expert advice on:

  • ExxonMobil employee stock option plans and restricted stock units
  • 401(k) and savings plan choices
  • Relocation issues
  • Annuitants
  • Low-cost basis stock sale strategies
  • Hedging & borrowing strategies
  • Cash flow enhancement strategies with ExxonMobil options

Our financial management services for ExxonMobil employees also include customized strategies for hedging and covered call options, competitive lending on stock positions, and tax-advantaged diversification strategies.

*Biltmore Capital Advisors is not endorsed by ExxonMobil.

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We are here to answer any questions you have about our financial planning services.