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Brandon W. Davis

CFP®

Executive Operations Director

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

National Christian Foundation Piedmont

1 Billy Graham Parkway
Charlotte, NC 28201
(704) 716-2904

David G. Curry, Jr.

CFP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving North Carolina and the surrounding communities.

Second Half Strategies

4777 Sharon Road, Suite 540
Charlotte, NC 28210
(704) 360-5073
CONNECT WITH David
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Joe N. Grabar, III

CFP®, MSFS, CLU

Managing Principal

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Commission and Fee Financial Advisor serving North Carolina and the surrounding communities.

Fortress Financial Partners

5623 Duraleigh Rd, Ste 141
Raleigh, NC 27612
(800) 672-4342 e.276
(919) 322-2761

James H. Tucker

CFP®

Wealth Advisor

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Investment Management,...More

Commission and Fee Financial Advisor serving North Carolina and the surrounding communities.

Tucker Bria Wealth Strategies, LLC

238 Old Forest Creek Dr
Chapel Hill, NC 27514
(919) 381-5780
CONNECT WITH James
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Alan B. Segal

CFP®, CIMA

Private Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving North Carolina and the surrounding communities.

Ameriprise Financial Services, Inc.

3600 Glenwood Ave, Suite 130
Raleigh, NC 27612
(919) 227-3168

Magay L. Shepard

CFP®

Senior Vice President, Trust Specialist

Specialties: Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Estate Planning,...More

Financial Advisor serving North Carolina and the surrounding communities.

Stifel Nicolaus

6100 Fairview Rd, Ste 700
Charlotte, NC 28210
(704) 554-6039

James M. Matthews

CFP®

Director of Wealth Management

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving North Carolina and the surrounding communities.

Consolidated Planning

4201 Congress St, Ste 295
Charlotte, NC 28209
(800) 532-2829 X806
(980) 235-7086
CONNECT WITH James
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Brett Tushingham

CFP®, CCFS®

Owner and COO

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving North Carolina and the surrounding communities.

Tushingham Wealth Strategies

5351 Old Garden Rd.
Wilmington, NC 28403
(866) 505-9016
CONNECT WITH Brett
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Benjamin Dolan

CFP®

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

Dolan Capital Advisors Inc

13850 Ballantyne Corporate Place, Suite 500
Charlotte, NC 28277
(704) 887-4969

Mark Bare

CFP®

Founder & Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving North Carolina and the surrounding communities.

Golden Pine Advisory, LLC

293 Olmsted Blvd 11B, Suite 7
Pinehurst, NC 28374
(910) 295-2321
CONNECT WITH Mark
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Jamie D. Sledge

CPA, CFP®, PFS

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving North Carolina and the surrounding communities.

Sledge and Company PLLC

115 West State Ave
High Point, NC 27262
(336) 889-3013

Kenneth J. Shahbaz

CPA/PFS, CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving North Carolina and the surrounding communities.

Shahbaz, Carothers & Co., P.A.

2102 N Elm St, Suite A
Greensboro, NC 27408
(336) 574-1438

Carolyn D. Weaver

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Fee Only Financial Advisor serving North Carolina and the surrounding communities.

Aventus Investment Advisors

19810 W. Catawba Ave., Suite G
Cornelius, NC 28031
(704) 237-4207

Stephen M. Grice

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Estate Planning, Employee Benefits,...More

Financial Advisor serving North Carolina and the surrounding communities.

Dixon Wells

2820 Selwyn Ave, Ste 450
Charlotte, NC 28209-1790
(888) 370-8376
(704) 364-8080

John M. Erwin

CFP®

Regional EVP

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving North Carolina and the surrounding communities.

AXA Advisors

3201 Beechleaf Ct, Ste 450
Raleigh, NC 27604
(919) 341-1776

John M. Thomas

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving North Carolina and the surrounding communities.

Stearns Financial Services Group

324 W Wendover Ave, Ste 204
Greensboro, NC 27408
(336) 230-1811

Richard L. Pugh

CFP®, MBA

Financial Advisor

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities,...More

Commission and Fee Financial Advisor serving North Carolina and the surrounding communities.

Pugh & Associates, Inc. Financial Planners

108 Captain's Lane
Sneads Ferry, NC 28460

Pugh & Associates, Inc. Financial Planners

824 Gum Branch Rd
Jacksonville, NC 28540
(910) 447-4416
CONNECT WITH Richard
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Mark Walker

CFP®

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving North Carolina and the surrounding communities.

Walker & Associates, a private wealth advisory practice of Ameriprise Financial

7401 Carmel Executive Park, Ste 300
Charlotte, NC 28226
866.910.PLAN
(704) 540-9996

Jason T. Wheeler

CFP®

Owner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable &...More

Commission and Fee Financial Advisor serving North Carolina and the surrounding communities.

Pathfinder Wealth Consulting

4018 Oleander Dr, Ste 102
Wilmington, NC 28403
(910) 793-0616
CONNECT WITH Jason
  • linkedin link

Michael R. Collie

CFP®, AIF®, CKA®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving North Carolina and the surrounding communities.

Collie Financial Planning, Inc.

103 Black Mountain Ave, Suite 12
Black Mountain, NC 28711

Collie Financial Planning, Inc.

103 Black Mountain Ave
Black Mountain, NC 28711

John A. Patterson

CFP®

Vice President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving North Carolina and the surrounding communities.

Carroll Financial Associates

4201 Congress St, Ste 210
Charlotte, NC 28209
(800) 957-5678
(704) 553-8006 x572

Grace Kvantas

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving North Carolina and the surrounding communities.

1511 Sunday Dr., Suite 300
Raleigh, NC 27607
(919) 851-8200
CONNECT WITH Grace
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Jeffery W. Hwang

CFP®

Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving North Carolina and the surrounding communities.

DMJ Wealth Advisors, LLC

703 Green Valley Rd., Ste 201
Greensboro, NC 27408
(336) 275-9886

Dennis G. Stearns

CFP®, ChFC

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving North Carolina and the surrounding communities.

Stearns Financial Services Group

324 W Wendover Ave, Ste 204
Greensboro, NC 27408
(800) 881-7374
(336) 230-1811

Joseph R. McLaughlin

CFP®

District Advisor

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving North Carolina and the surrounding communities.

First Command Financial Services

200 Valencia Dr., Ste 172
Jacksonville, NC 28546
(800) 443-2104
(910) 577-1177

Giles K. Almond

CFP®, CPA, PFS, CIMA

Wealth Manager

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Fee Only Financial Advisor serving North Carolina and the surrounding communities.

Modera Wealth Management, LLC

831 E Morehead St, Suite 760
Charlotte, NC 28202
(800) 493-3323
(704) 940-4292

Matthew D. Glova

CFP®

CEO

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

Lifetime Asset Management

4700 Homewood Court, Suite 340
Raleigh, NC 27609
(919) 845-5315

Mark I. Conway

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving North Carolina and the surrounding communities.

Conway & Company Financial Services, Inc.

PO Box 1317
Kinston, NC 28503-1317
(252) 522-3191

Charles M. Moore

CFP®

Specialties: Comprehensive Financial Planning, Asset Allocation, Career Change, Estate Planning,...More

Financial Advisor serving North Carolina and the surrounding communities.

Carroll Financial Associates

4201 Congress St, Suite 210
Charlotte, NC 28209

Carroll Financial Associates

6233 Sharon Acres Rd.
Charlotte, NC 28210
(704) 553-8006