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Eric Nobles, Sr.

CFP®

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

Financial Advisor serving North Carolina and the surrounding communities.

Nobles Pound Financial Planning, Inc.

1315 Fort Bragg Rd, PO Box 53589
Fayetteville, NC 28305-3589
(910) 323-9195 x104

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

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

Paul D. Knott

CPA/PFS, CFP®

Managing Partner

Specialties: Comprehensive Financial Planning, Asset Allocation, Business Taxes, Estate Planning,...More

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

Old North State Wealth Management, LLC

1430 Commonwealth Dr., Suite 200
Wilmington, NC 28403
(910) 509-3800

Lorraine D. Johnson

CFP®

Wealth Consultant

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

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

LifeTime Asset Management

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

Geoffrey E. Kemble

CFP®, CLTC

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving North Carolina and the surrounding communities.

Kemble Financial LLC

2501-A Plantation Center Dr
Matthews, NC 28105
(704) 849-7288

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

Karen R. Keatley

CFP®, CFA

Specialties: Comprehensive Financial Planning, Investment Management

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

Keatley Wealth Management LLC

7615 Colony Rd, Ste 120
Charlotte, NC 28226
(704) 540-5535

Chuck Clifton

CFP®, CDFA®

Senior Financial Planner

Specialties: Comprehensive Financial Planning, Getting Divorced, Retirement, Long-term Care, Sudden...More

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

Sycamore Financial Planning, LLC

1005 Slater Road, Suite 320
Durham, NC 27703
(919) 213-1737
CONNECT WITH Chuck
  • linkedin link

Macauley Aron

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving North Carolina and the surrounding communities.

Valic

1515 W Cornwallis Dr, Ste 210
Greensboro, NC 27408-6334
(336) 274-6382

Sandra B. Carlson

CPA, CFP®, CDFA™

President & Wealth Advisor

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

Financial Advisor serving North Carolina and the surrounding communities.

521 E. Morehead Street, Suite 580
Charlotte, NC 28202
(980) 475-3045

Adam M. Whitesell

CFP®, CRPC®, APMA

Managing Director, 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.

Inspired Capital, a private wealth advisory practice of Ameriprise Financial

3600 Glenwood Avenue, Suite 130
Raleigh, NC 27612
(919) 227-3171
CONNECT WITH Adam
  • facebook link
  • twitter link
  • linkedin link

Justin W. Smith

CFP®, CFA

Financial Planner

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

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

Smith Partners Wealth Management

128 E Fisher Ave
Greensboro, NC 27401
(336) 272-9488
CONNECT WITH Justin
  • linkedin link

Mark Springfield

CFP®

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

Springfield Collaborative

4601 Lake Boone Trail, Ste 3B
Raleigh, NC 27607
(919) 324-3503

Hans Scheil

CFP®

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.

Cardinal Retirement Planning, Inc.

2530 Meridian Parkway, Ste 100
Durham, NC 27713
(919) 535-8261
(919) 535-8261

John V. Purrington

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Sudden Wealth

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

Armor Investment Advisors

4101 Lake Boone Trail, Suite 520
Raleigh, NC 27607
(919) 571-4382

Stephen E. Fletcher

CFP®, MBA

Wealth Advisor

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

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

BlueSky Wealth Advisors, LLC

2131 S Glenburnie Rd, Suite 8
New Bern, NC 28562
(252) 633-0107

Joseph M. Gordon

CFP®

Wealth Advisor

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

Financial Advisor serving North Carolina and the surrounding communities.

Gordon Asset Management, LLC

1007 Slater Rd, Ste 200
Durham, NC 27703
(919) 880-9966

Richard R. Norkum

CFP®,CDFA,CFS,RFC

President

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

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

Norkum Wealth Management, Inc.

15720 Brixham Hill Avenue, Suite 575
Charlotte, NC 28277
(704) 895-0070

Aaron Parrish

CFP®

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.

204 Muirs Chapel Rd, Ste 100
Greensboro, NC 27410-6174
(336) 355-1432
CONNECT WITH Aaron
  • facebook link
  • linkedin link

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

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

James C. Mwombela

CFP®

Associate

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.

GRID 202 Partners

4101 Five Oaks Dr, Unit 42
Durham, NC 27707
(202) 422-9711

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

James M. Wallace

CFP®

Senior Partner

Specialties:

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

Millennium Planning Group

1107 Carpenter Town Lane
Cary, NC 27519
(919) 656-1468

David P. Gray, Jr.

CFP®

CEO

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

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

Capital Management, LLC

628 Green Valley Rd, Ste 204
Greensboro, NC 27408
(336) 856-2911

James B. McGehee

CFA®, CFP®, CPWA®

President

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

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

McGehee Wealth Advisory Group, Inc.

8430 Rea Rd., Suite A
Charlotte, NC 28277
(877) 987-3443
(704) 733-9844

Hugh W. Cole, III

CFP®

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

CAPTRUST Financial Advisors

200 Echo Creek Place
Apex, NC 27539

CAPTRUST Financial Advisors

200 Echo Creek Place
Apex, NC 27539

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