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Michelle R. Lavigne

CFP®

First Vice President

Specialties: 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career...More

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

Sullivan and Assoc. Wealth Management

13420 Reese Blvd, West, Suite 6
Huntersville, NC 28078
(704) 440-5259
CONNECT WITH Michelle
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Brian H. Fenn

CFP®, CLU, ChFC

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

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

Carolina Capital Consulting, Inc.

3545 Whitehall Park Drive, #180
Charlotte, NC 28273
(704) 541-3199

David W. Heiligenthaler

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate...More

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

DHFS Wealth Management

711 Peninsula Dr
Davidson, NC 28036
(800) 579-2052
(704) 895-8370

Ross L. Marino

CFP®

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

Financial Advisor serving North Carolina and the surrounding communities.

Raymond James Financial Services

210-4 Avondale Ave
Wilmington, NC 28403
(910) 395-1991

Sherrill F. Young

CFP®

Financial Adviser

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

Financial Advisor serving North Carolina and the surrounding communities.

10 13th Ave NW
Hickory, NC 28601

Katherine S. Newton

CFP®, ChFC

Certified Financial Planner

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

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

Waite Financial, LLC

428 4th Ave NW
Hickory, NC 28601
(828) 322-9595

Steven E. Brendle

CFP®, CPA/PFS

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

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

Brendle Financial Group, LLC

4622 Country Club Rd, Ste 220
Winston Salem, NC 27104
(336) 725-7227

Sheryl W. Austin

CFP®, CLU, ChFC

Partner

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

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

DMJ Wealth Advisors, LLC

703 Green Valley Rd, Suite 201
Greensboro, NC 27408-7052
(336) 202-7983

Tracey L. McInnis

CPA/PFS, CFP®

Specialties:

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

LPL Financial

780 NW Broad Street, Suite 510
Southern Pines, NC 28387
(910) 684-4460
CONNECT WITH Tracey
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Neal Nolan

CFP®

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

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

Parsec Financial Management

PO Box 2324
Asheville, NC 28802
(828) 255-0271

Lawrence F. McManus, Jr.

CFP®, MBA

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.

ASN LLC/LFM Wealth Management

1525 E. Franklin Street, 1st Floor Suite 5B
Chapel Hill, NC 27514
(919) 942-8145

Joshua E. Self

CLU, ChFC, CFP®

Managing Partner

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.

PLC Wealth Management, LLC

7701 Six Forks Rd, Suite 110
Raleigh, NC 27615
(919) 782-0494

Karen R. Keatley

CFP®, CFA

Specialties: Comprehensive Financial Planning, Investment Management, Women's Finances

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

Modera Wealth Management, LLC

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

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

Todd Calamita

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

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

Calamita Wealth Management

6135 Park South Dr, Ste 510
Charlotte, NC 28210
(704) 276-7325
CONNECT WITH Todd
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Jim Trull

AIF®, CFP®

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

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

Keystone Financial Partners

1255 Crescent Green, Ste 440
Cary, NC 27518-8129
(877) 400-2899
(919) 463-0018

Bailey B. Bartee

CFP®, MBA

Managing Director

Specialties: Budget & Debt Management, Attending College, Charitable & Planned Giving, Investment...More

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

Vine & Branch Capital, LLC

7615 Colony Road, Suite 215A
Charlotte, NC 28226
(980) 701-0870

Angela Bellamy

CFP®, ChFC®, ADPA®

Retirement Financial Planner

Specialties: Comprehensive Financial Planning, Asset Allocation, Mutual Funds, Retirement

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

TIAA

1101 Hipp Rd
Charlotte, NC 28216
(704) 988-1613

Stratford N. Kiger

CFP®, JD, MBA, CELA

Senior Vice President

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Financial Advisor serving North Carolina and the surrounding communities.

Bank of America Private Bank

2349 Thetford Ct
Charlotte, NC 28211-3269
(704) 999-9558

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

Megan Kopka

CFP®

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

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

Kopka Financial, LLC

124 Walnut St, Apt 206
Wilmington, NC 28401-4195
(910) 800-0095
CONNECT WITH Megan
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Charles T. Savidge, III

CFP®

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Insurance, Retirement

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

Ameriprise Financial

4601 Lake Boone Trail, Unit 3A
Raleigh, NC 27617
(919) 510-4944

Michael C. Whitman

MBA, CFP®

Managing Partner

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

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

Millennium Planning Group

106 Millbrook Dr
Pittsboro, NC 27312-8890
(919) 335-4744
CONNECT WITH Michael
  • facebook link
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Chadwick Douglas Virgil

CFP® ChFC® CLU®

Financial Advisor

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.

Edward Jones

630 East St, Ste 2
Pittsboro, NC 27312
(866) 545-5669
(919) 545-5669

Sara I. Seasholtz

CFP®

President

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

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

Preferred Financial Financial Strategies, Inc.

PO Box 5366
Mooresville, NC 28117
(704) 658-1040

B. Kelly Graves

CFP®

Executive Vice President

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

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

Carroll Financial Associates

4201 Congress St, Suite 210
Charlotte, NC 28209-4600
(704) 553-8006

Steven H. Morton

CPA, CFP®

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

Financial Advisor serving North Carolina and the surrounding communities.

CAPTRUST

628 Green Valley Rd, Ste 206
Greensboro, NC 27408
(336) 294-8585 x28104

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

David P. Gray, Jr.

CFP®

CEO

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

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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