2026 Personal Wealth
Conference

Scholar Advising Personal Wealth Conference

April 15-17, 2026 | Omni Grove Park Inn | Asheville, North Carolina

We’re excited to personally invite you to join us for the 2026 Scholar Personal Wealth Conference.

The conference will open with a welcome reception on Wednesday evening, followed by two days of sessions on Thursday and Friday.

This year’s conference builds on everything our clients have come to value—concentrated, no-pitch conversations around meaningful financial topics, paired with the kind of personal connection and trust that simply isn’t possible in a large, impersonal setting.

You’ll enjoy thoughtful discussions, a curated guest list of like-minded peers, and the option to participate in private group excursions such as cycling, golf, wine tasting, or a guided walk through the Biltmore gardens at peak bloom.

Conference at a glance

Registration Timeline

Each year, we receive more interest than our capacity allows. Early access ensures you have the opportunity to reserve your place before registration fills.

  • Now Open: Current clients and their guests
  • September 1: External applicants (by referral or application)

Conference Access & Fees

  • Signature Clients: Complimentary + 2 guest passes
  • Current Clients: Complimentary (if you’ve completed a plan within the past 12 months—or will complete a renewal by April 15)
  • Previous Clients: $2,000 per person*
  • Guests and Other Non-Clients: $2,000 per person* (accepted by referral or application process)
  • *Couples Discount: $3,500

What Makes This Conference Different

  • Excursions selected by registrant interest
  • Focus on clarity, strategy, and values
  • An exclusive guest list—no sales, no noise
  • Real conversations in a setting built for trust and depth
  • Built-in time and space for intentional networking with like-minded individuals

Current Clients:
You should have received a custom booking link via email. Please check for a message from info@scholarfinancialadvising.com. If you don’t see it, reach out and we’ll make sure you receive it.

External Guests & Non-Client Attendees:
Applications open September 1. Please check back at that time or sign up below to receive an announcement when registration opens.

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Past Conference Feedback

Check out these quotes from last year’s conference to hear directly from attendees about their experiences! From inspiring keynote sessions to valuable networking opportunities, participants shared their thoughts on what made the event memorable and impactful. 

“Fine tuning my data protection practices across my devices and reinforcing my knowledge regarding tax efficient investing. In addition, we really enjoyed the market insight (What Are We Watching) presentation from Stephan. What an excellent collection of topics with such knowledgeable presenters! I have sat through many one-day training seminars (both work and non-work related) and this by far has been one of the best–relevant, engaging, to-the-point, and useful.”

“Speakers were very engaging and interesting! No suggestions. Well run!”


Please direct any questions to info@scholarfinancialadvising.com