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

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Brent McDonald

Tar Heel Wealth Management

1333 2nd Street NE Suite 303

Hickory, NC 28601

828 3205295

Connect with Brent
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Coach Pete DArruda

Capital Financial Advisory Group, LLC

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

Apex, NC 27502

919 6574201

Connect with Coach
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Craig Faile

Blackbridge Financial

15515 York Rd.

Charlotte, NC 28278

704 6410018

Connect with Craig
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Les H. Kern

D.H. Hill Wealth Management

2306 Wrightsville Ave.
Unit 201

Wilmington, NC 28403

910 7635050

Connect with Les
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Pat Latta

ACT Advisors Wealth Management

521 College Street

Asheville, NC 28801

828 3982802

Connect with Pat
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Strategic Investment Partners

Strategic Investment Partners

1508 Military Cutoff Rd.
Suite 206

Wilmington, NC 28403

910 5097230

Connect with Strategic
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TONY MONTANARI

ACM Wealth Management

1927 S. Tryon Street
Suite 205

Charlotte, NC 28203

877 7075429

Connect with TONY
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Tony Montanari

ACM Wealth Management

Serving Asheville Surrounding Area
38 Orchard Street

Asheville, NC 28801

877 7075429

Connect with Tony
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Kelli Smith

Edelman Financial Engines, LLC

717 Green Valey Rd.
Suite 200

Greensboro, NC 27408

919 7476052

Connect with Kelli
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Kelli Smith

Edelman Financial Engines, LLC

4700 Falls of Neuse Road
Suite 275

Raleigh, NC 27609

919 7476052

Connect with Kelli
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Kenneth Nelson

Nelson Wealth Advisors

10604 Bent Twig Drive

Raleigh, NC 27613

919 7969907

Connect with Kenneth
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Mike Allison

Blackbridge Financial

4777 Sharon Road
Suite 540

Charlotte, NC 28270

980 2885477

Connect with Mike

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