Find the right advisors to meet your financial planning needs in North Carolina

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in North Carolina that can fulfill your requirements.

List of Qualified
Financial Planners in North Carolina


Coach Pete DArruda

Capital Financial Advisory Group, LLC

1500 Town Side Drive, Suite 200

Apex, NC 27502

919 6574201

Connect with Coach

Craig Faile

Blackbridge Financial

15515 York Rd.

Charlotte, NC 28278

704 6410018

Connect with Craig

Jonathan M. Spatz

Epic Income Advisors

2571 Springs Road NE

Hickory, NC 28601

828 5691040

Connect with Jonathan

Pat Latta

ACT Advisors Wealth Management

521 College Street

Asheville, NC 28801

828 3982802

Connect with Pat

Tom Morris

Northwestern Mutual -Tom Morris

240 Leigh Farm Rd
Ste 400

Durham, NC 27707

919 4010331

Connect with Tom

Tony Montanari

ACM Wealth Management

1927 S. Tryon Street
Suite 205

Charlotte, NC 28203

877 7075429

Connect with Tony

Tony Montanari

ACM Wealth Management

Serving Asheville Surrounding Area
38 Orchard Street

Asheville, NC 28801

877 7075429

Connect with Tony

Kenneth Nelson

Nelson Wealth Advisors

10604 Bent Twig Drive

Raleigh, NC 27613

919 8453339

Connect with Kenneth

Jeff McElroy

US Financial Services

19109 W. Catawba Avenue
Suite 200

Cornelius, NC 28031

704 4581174

Connect with Jeff

Strategic Investment Partners

Strategic Investment Partners

1508 Military Cutoff Rd.
Suite 206

Wilmington, NC 28403

910 5097230

Connect with Strategic

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