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Explore Financial Advisors Serving North Carolina

Review the services of 85 financial advisors in North Carolina, including Charlotte, Raleigh and Chapel Hill. Whether you need retirement planning, investment guidance or ongoing financial advice, look for relevant professionals and inquire about consultations and fees.
Asheville (3)
Belmont (1)
Boone (1)
Burlington (1)
Cary (1)
Chapel Hill (5)
Charlotte (28)
Columbus (1)
Cornelius (1)
Davidson (1)
Durham (3)
Fayetteville (1)
Franklin (1)
Fuquay Varina (1)
Greensboro (4)
Greenville (2)
Harrisburg (1)
High Point (1)
Huntersville (1)
Indian Trail (1)
Lenoir (1)
Matthews (2)
Mooresville (5)
Oriental (1)
Pinehurst (2)
Raleigh (10)
Salisbury (1)
Shallotte (1)
Wadesboro (1)
Wilmington (2)
2 reviews
Quest
2 reviews
We offer 200+ years of combined experience in business advisory services.
Expert business advisory services in Charlotte, NC. Quest guides business owners through valuation, exit planning, and succession strategies to maximize value and achieve long-term goals.
Business Valuation Exit Planning Succession Planning
(704) 831-8777 Call Profile
Not rated yet
Know My Plan
Not rated yet
We provide ongoing, personalized financial guidance rather than annual check-ins
Personalized financial planning services in Charlotte, NC. We create adaptable, client-focused strategies for high-achieving professionals seeking balanced wealth management solutions.
Financial Planning Retirement Planning Tax Mitigation Strategies
(704) 243-9376 Call Profile
Not rated yet
Peace of Mind Wealth Management
Not rated yet
We offer a fully integrated retirement planning approach covering investments, taxes, and healthcare
Peace of Mind Wealth Management offers comprehensive retirement planning services in Raleigh and Chapel Hill, integrating investments, taxes, estate planning, and healthcare into one transparent fee. Schedule your free consultation today.
Retirement Planning Investment Management Tax Planning
(919) 787-8866 Call Profile
Not rated yet
Calamita Wealth Management
26 Years
Not rated yet
We operate as fiduciaries with legally mandated client-first obligations
Calamita Wealth Management provides fiduciary retirement planning services for Charlotte residents and nationwide clients. Our Certified Financial Planners help pre-retirees optimize income, minimize taxes, and create sustainable financial strategies.
Retirement Planning Investment Management Tax Planning
(704) 276-7325 Call Profile
Not rated yet
Keystone Group
16 Years
Not rated yet
We have 15+ industry accolades since 2013, including Best Private Wealth Manager Under $5 Billion (PAM Awards).
Keystone Group offers fiduciary wealth management services for founders and entrepreneurs, focusing on exit planning, tax optimization, and investment strategies to maximize after-tax wealth and long-term financial success.
Wealth Management Exit Planning Tax Strategy
(704) 527-5080 Call Profile
Not rated yet
KRC Wealth Management
21 Years
Not rated yet
We offer 25+ years of combined experience in financial planning and tax strategies
KRC Wealth Management offers expert financial planning, tax strategies, and investment solutions tailored to your goals. Schedule a free consultation with our certified advisors today.
Comprehensive Financial Planning Investment Management Tax Planning Strategies
(704) 846-7767 Call Profile
Not rated yet
Clearview Wealth Management
Not rated yet
We are fee-only fiduciaries putting your interests first
Clearview Wealth Management offers fee-only financial planning and investment management in Charlotte, NC, prioritizing your goals with expert, fiduciary-driven advice from CFP professionals.
Investment Management Financial Planning Trust Management
(704) 837-4317 Call Profile
Not rated yet
MBL Advisors
41 Years
Not rated yet
We offer boutique-level personalization with institutional-grade resources.
MBL Advisors offers customized wealth management, insurance planning, and business exit strategies for high net worth clients and businesses in Charlotte, NC.
Wealth Management Business Exit Planning Private Client Insurance
(704) 333-8461 Call Profile
Not rated yet
B & A Financial Services
26 Years
Not rated yet
We offer 25 years of experience in comprehensive financial planning
Expert financial planning services in Durham, NC. Specializing in insurance, retirement, and estate planning since 2000. Personalized solutions for long-term financial security.
Life Insurance Health Insurance Long Term Care Insurance
(919) 286-2726 Call Profile
Not rated yet
Carolinas Investment Consulting
Not rated yet
We offer fiduciary expertise through 3(21) and 3(38) services for retirement plans.
Carolinas Investment Consulting provides expert financial advisory services for retirement plans, endowments, and families. Trusted advisors specializing in wealth management, fiduciary partnerships, and strategic planning solutions.
Retirement Plan Advisory Wealth Planning Investment Management
(704) 643-2455 Call Profile