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


Brent McDonald

Tar Heel Wealth Management

1333 2nd Street NE Suite 303

Hickory, NC 28601


Connect with Brent

Coach Pete D'Arruda

Capital Financial Advisory Group, LLC

1500 Town Side Drive, Suite 200
Call : (919) 657-4201

Apex, NC 27502


Connect with Coach

Janet Galloway

B&B Strategic Management

1010 Old US HWY 1 S

Southern Pines, NC 28387


Connect with Janet

John McAulay

McAulay Financial at LPL

126 W. Chatham Street

Cary, NC 27511


Connect with John

Les H Kern


2306 Wrightsville Ave.
Unit 201

Wilmington, NC 28403


Connect with Les

Strategic Investment Partners

Strategic Investment Partners

1508 Military Cutoff Rd.
Suite 206

Wilmington, NC 28403


Connect with Strategic


ACM Wealth Management

1927 S. Tryon Street
Suite 205

Charlotte, NC 28203


Connect with TONY

Tim Bain

Spark Asset Management

413 N. Center St.

Statesville, NC 28677


Connect with Tim

Tony Montanari

ACM Wealth Management

Serving Asheville Surrounding Area
38 Orchard Street

Asheville, NC 28801


Connect with Tony

Alex Calott & Austin Powell

Blue Financial

5970 Fairview Road Suite 712

Charlotte, NC 28210


Connect with Alex

Leo Marte

Abundant Advisors

Available by Appointment

Huntersville, NC 28078


Connect with Leo

Kelli Smith

Edelman Financial Engines, LLC

717 Green Valey Rd.
Suite 200

Greensboro, NC 27408


Connect with Kelli

Kelli Smith

Edelman Financial Engines, LLC

8450 Falls of Neuse Rd.
Suite 206

Raleigh, NC 27615


Connect with Kelli

Kenneth Nelson

Nelson Wealth Advisors

10604 Bent Twig Drive

Raleigh, NC 27613


Connect with Kenneth

Frequently Asked Questions

Why do I need a Financial Planner?

A financial planner helps match your current financial needs with your long-term financial goals. This involves evaluating your financial situation, understanding what you want to do with your money and creating a plan to get you there. Financial planners can help lower your spending, pay off debt, save for retirement and invest for the future.

How to choose a good Financial Planner?

While interviewing potential financial planners, look for someone with expertise in tax planning, social security, insurance, retirement, estate planning, education planning, and investment strategies. They need to be able to formulate a strategy for you that enables you to take money out in a tax-efficient manner. Plus, they also need to advise you on setting up investment accounts and invest funds for you to grow your finances in a secure manner.

What does a Financial Planner do?

A financial planner helps come up with a financial plan keeping in mind your short-term and long-term financial goals and advises you on investments, retirement planning, estate planning, tax liability, and your kids’ college education. Some financial advisors also assist you in buying insurance products and invest in financial products such as mutual funds.

How much does a Financial Planner cost?

Different financial planners charge differently. Some charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, or have a fixed fee for certain services. Do ask your prospective financial planner how they wish to be compensated.

What questions to ask a Financial Planner?

When you are looking to hire a financial planner, make sure you’re prepared and have done your homework. Some questions that you can ask are as follows:

- Do you have experience working with clients like me? Clients may include retirees, widows, divorcees, same-sex couples, and so on

- How much do you charge? Do you charge a fee or a commission based on assets handled?

- What services do you offer? Are they limited to financial planning or do you offer other services such as tax advisory, education planning, portfolio management as well? - How often would we meet to discuss my financial concerns?

- How often will you contact me and are there any limitations on the frequency of contact? What method will you use to contact me?