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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
(585) 266-7210
CONNECT WITH Michelle
  • linkedin link

Eric Brandt

CFP®

Senior Financial Planner

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

Financial Advisor serving North Carolina and the surrounding communities.

Mass Mutual of NC

1032 Bella Coola Road
LAKE WACCAMAW, NC 28450

Jeffrey S. Blaser

CFP®, CMT,CRPC,CKA

Owner/Branch Mgr

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.

Blaser Investment Management Group

3065 S Church St
Burlington, NC 27215
(888) 262-3671
(336) 586-0012
CONNECT WITH Jeffrey
  • facebook link
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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

Lance R. Ray

CFP®

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.

Focus Pointe Financial, LLC

PO Box 136
Holly Springs, NC 27540
(877) 741-6636
(919) 805-3225

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

Timothy T. Paschall

CFP®

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

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

Paschall & Associates

250 S New Hope Road, Suite D2
Gastonia, NC 28054
(704) 866-0294

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

Joshua R. Donley

CFP®, CLU®

Wealth Manager

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

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

Mosaic Capital Management, LLC

4505 Country Club Road, Suite 210
Winston Salem, NC 27104
(336) 464-9966

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
  • facebook link
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William H. Newcomb

CFP®, MBA, JD

Principal

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

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

Newcomb Financial Advisors, LLC

1340 Environ Way, Suite 13402
Chapel Hill, NC 27517

Newcomb Financial Advisors, LLC

82 Summersweet Lane
Chapel Hill, NC 27516
(919) 593-5545

Brandon W. Davis

CFP®

President

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

National Christian Foundation Carolinas

6115 Park South Dr, Suite 320
Charlotte, NC 28210
(704) 716-2904

Mary G. Langhorne

CFP®

Specialties: Budget & Debt Management, Buying a Home, Career Change, Estate Planning, Getting Married,...More

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

MGL Financial LLC

16028 Oxford Glenn Dr
Huntersville, NC 28078
(704) 651-5290

Diane M. Willis

CFP®, CDFA

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.

Wilshire Financial

415 S. Sharon Amity Rd, Ste B
Charlotte, NC 28211
(704) 553-0690

Randall W. Rice

CFP®

Financial Advisor

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.

Ameriprise Financial Services, LLC

34 Second St NW, Ste 300
Hickory, NC 28601
(828) 324-0127

William Brown Sloan

CFP®

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

Financial Advisor serving North Carolina and the surrounding communities.

Sound Financial Management

8362 Six Forks Rd, Ste 202
Raleigh, NC 27615
(919) 845-6600

John Crumrine

CFP®

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.

Brunswick Financial LLC

109 E First St
Ocean Isle Beach, NC 28469-7603
(877) 366-5550
(910) 579-3167
CONNECT WITH John
  • linkedin link

Michael C. Whitman

MBA, CFP®

Owner/Financial Planner

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, LLC

120 Mosaic Blvd., Ste. 120-7
Pittsboro, NC 27312
(984) 214-8540
CONNECT WITH Michael
  • facebook link
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  • linkedin link

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
  • facebook link
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  • linkedin link

Scott Kittrell

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Getting Divorced, Retirement

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

Parsec Financial

140-B SW Broad St
Southern Pines, NC 28387
(910) 684-8054
CONNECT WITH Scott
  • linkedin link

Bradley Burk

CFP®

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

Financial Advisor serving North Carolina and the surrounding communities.

Parsec Financial

227 W Trade St. #1840
Charlotte, NC 28202
(828) 255-0271
CONNECT WITH Bradley
  • linkedin link

Derek Thompson Williams

CFA, CFP®

Wealth Advisor

Specialties:

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

Veratis Advisors

1400 Crescent Grn, Ste 110
Cary, NC 27518-8118
(919) 651-4865

Gregory Conibear Kutrow

CFP®

Managing Director

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

Pensionmark

226 N. Front St
Wilmington, NC 28401
(910) 756-0188

Audrey Kah

CFP®

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Banking, Charitable &...More

Financial Advisor serving North Carolina and the surrounding communities.

1001 Harvest Point Dr
Fuquay Varina, NC 27526-5493

3800 Glenwood Avenue
Raleigh, NC 27612

Chris Sconzo

CFP®

Financial Advisor

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

Edward Jones

120 Millstead Dr
Mebane, NC 27302-7165
(919) 304-0954

Frankie Adkins

CFP®, ChFC®

Financial Advisor

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Retirement, Sudden Wealth

Financial Advisor serving North Carolina and the surrounding communities.

Edward Jones

84 Coxe Ave, Ste 100
Asheville, NC 28801-3658
(828) 252-2032
CONNECT WITH Frankie
  • facebook link
  • linkedin link

Thomas Sims

CFP®

Wealth Advisor, Director

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

Financial Advisor serving North Carolina and the surrounding communities.

MAI Capital Management

6101 Carnegie Blvd, Ste 360
Charlotte, NC 28209-4829
(704) 267-7819
CONNECT WITH Thomas
  • linkedin link

Megan N. Coyne

CFP®

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

Financial Advisor serving North Carolina and the surrounding communities.

Remote
Durham, NC 27713

1692 Keller Pkwy
Keller, TX 76248-3702

Tom Morris

CFP®, MBA, RICP, RMA

Wealth Management 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.

Northwestern Mutual Wealth Management

4020 Westchase Blvd, Suite 275
Raleigh, NC 27607

Northwestern Mutual Wealth Management

240 Leigh Farm Rd
Durham, NC 27707
CONNECT WITH Tom
  • linkedin link

Stephan Shipe

Ph.D., CFA, CFP®

Owner and Lead Advisor

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

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

Scholar Financial Advising

Remote
Raleigh, NC 27607

Scholar Financial Advising

116 Lowes Foods Dr., STE 188
Lewisville, NC 27023

Scholar Financial Advising

Remote
Atlanta, GA 30327