Find the right advisors to meet your financial planning needs in Raleigh, 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 Raleigh, North Carolina that can fulfill your requirements.

List of Qualified
Financial Planners in Raleigh, North Carolina


Kenneth Nelson

Nelson Wealth Advisors

10604 Bent Twig Drive

Raleigh, NC 27613

919 8453339

Connect with Kenneth

Coach Pete DArruda

Capital Financial Advisory Group, LLC

1500 Town Side Drive, Suite 200

Apex, NC 27502

919 6574201

Connect with Coach

Tom Morris

Northwestern Mutual -Tom Morris

240 Leigh Farm Rd
Ste 400

Durham, NC 27707

919 4010331

Connect with Tom

Allworth Financial

Allworth Financial

3917 University Drive Suite 200

Durham, NC 27707

888 2426766

Connect with Allworth

Autumn Buracker Yamamura

Morgan Stanley

6340 Quadrangle Drive 3rd Floor

Chapel Hill, NC 27517

919 4907120

Connect with Autumn

Popular Articles

Interview top quality financial planners who meet your requirements