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148 Financial Planners in North Carolina
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Norris G. Cotton

CFP®

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

Financial Advisor serving North Carolina and the surrounding communities.

Morgan Stanley

3511 Shannon Rd., Suite 300
Durham, NC 27707
(919) 490-7180

Michelle R. Lavigne

CFP®

First Vice President

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.

Sullivan and Assoc. Wealth Management

13420 Reese Blvd, West, Suite 6
Huntersville, NC 28078
(704) 440-5259
CONNECT WITH Michelle
  • linkedin link

Donald E. Lewis

CFP®, EA

Owner

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

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

Lewis Financial LLC

126 RICE MILL CIRCLE, APT 1
SUNSET BEACH, North Carolina 28468
(800) 222-9286
+1 More Number
(502) 418-6495
CONNECT WITH Donald
  • facebook link

Richard Dale Manske

CFP®

CEO

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.

Parsec Financial Management

6 Wall St
Asheville, NC 28801
(888) 877-1012
+1 More Number
(828) 255-0271

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

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

Catherine M. Seeber

CFP®, CeFT®

Vice President, Financial 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.

CAPTRUST

4208 Six Forks Rd, Ste 1700
Raleigh, NC 27609-5734
(800) 216-0645
+1 More Number
(302) 740-2432

David R. Hartness

CFP®, ChFc, CLU, AIF

Financial Advisor

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.

IronGate Partners

2601 Iron Gate Dr, Ste 201
Wilmington, NC 28412
(910) 791-1437

Cheryl J. Sherrard

CFP®,NAPFA

Director of Financial Planning

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.

Clearview Wealth Management

6836 Morrison Blvd., Suite 200
Charlotte, NC 28211
(704) 837-4317
CONNECT WITH Cheryl
  • twitter link
  • linkedin link
  • youtube link

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

801 Corporate Center Dr, Suite 110
Raleigh, NC 27607
(919) 845-5315

Mark K. Miller

CFP®

Owner

Specialties: Attending College, Estate Planning, Retirement

Financial Advisor serving North Carolina and the surrounding communities.

Smith Miller & Buff CPA PA

PO Box 1489
Morganton, NC 28680-1489
(828) 437-8060

Thomas J. Donahue

CFP®, ChFC

President

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

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

The Pinnacle Financial Group

312 N Church St
Monroe, NC 28112
(704) 292-2920

Chip Roe

CFP®

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

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

The Potter Financial Group

1816 Front St, Ste 220
Durham, NC 27705-2595
(919) 383-7421

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
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

Peter J. Miller

CFP®

President

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

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

Zoe Wealth Management

PO Box 12630
Charlotte, NC 28220-2630
(980) 220-8801
CONNECT WITH Peter
  • linkedin link

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

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
+1 More Number
(910) 577-1177

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

Brandon W. Davis

CFP®

Executive Operations Director

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

National Christian Foundation Carolinas

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

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

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
  • facebook link
  • twitter link
  • linkedin link

Barry J. Swaim

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.

Accruent Wealth Advisors

1399 Ashleybrook Ln, Ste 120
Winston Salem, NC 27103
(336) 760-4829

Dean R. St. Marie

CFP®

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.

St Marie Financial Advisors, LLC

100 Elks Club Road
Brevard, NC 28712
(828) 884-5600

Geoff Hall

CFP®

Specialties: Comprehensive Financial Planning

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

Beacon Wealthcare

1633 Glenwood Avenue
Raleigh, NC 27608
(919) 821-5225
CONNECT WITH Geoff
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

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

Geoffrey H. Owen

CFP®, CDFA®, RLP®

Advisor, Managing Member

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, 401(k...More

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

Front Porch Financial Advisory

211 East Blvd
Charlotte, NC 28203-4719
(980) 428-2297
CONNECT WITH Geoffrey
  • facebook link
  • twitter link
  • linkedin link

Kent J. Fisher

CFA, CFP®

Founder, Private Wealth Manager

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

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

Southern Investment Management Collective (SIMC)

PO Box 203
Chapel Hill, NC 27514-0203
(919) 525-1711
CONNECT WITH Kent
  • facebook link
  • twitter link
  • linkedin link

Stephen R. Hutter

CFP®, CRPC®

Investment Advisor Represntative

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.

5200 77 Center Drive, Suite 330
Charlotte, NC 28217
704-717-8900 x123
CONNECT WITH Stephen
  • facebook link
  • linkedin link

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
(844) 733-9844
+1 More Number
(704) 733-9844

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
+ 1 More Address

Collie Financial Planning, Inc.

103 Black Mountain Ave
Black Mountain, NC 28711