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136 Financial Planners in North Carolina
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Jennifer B. Torrey

CFP®, CLU, RICP

Wealth Management 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.

Altius Wealth/Northwestern Mutual

1201 Edwards Mill Rd, 2nd Fl
Raleigh, NC 27703
(919) 755-3206

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
+1 More Number
(919) 805-3225

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

Katrina K. Hayes

CFP®, CIMA

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.

TCA Financial Group

8008 Corporate Center Drive, Suite 115
Charlotte, NC 28226
(704) 714-2222

Shane B. Tenny

CFP®

Partner

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

Financial Advisor serving North Carolina and the surrounding communities.

Spaugh Dameron Tenny

4350 Congress Street, Suite 300
Charlotte, NC 28209
(800) 289-1846 x696
+1 More Number
(704) 557-9696
CONNECT WITH Shane
  • linkedin link

J.D. Gidley

CFP®, ChFC

Financial Advisor

Specialties: Comprehensive Financial Planning, Buying a Home, Getting Married, Job Loss, Retirement,...More

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

Ameriprise Financial Services

8317 Six Forks Road, Suite 105
Raleigh, NC 27615
(919) 366-5650
CONNECT WITH J.D.
  • facebook link
  • 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

Macauley Aron

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving North Carolina and the surrounding communities.

Valic

6 North Pointe Court, Suite 201
Greensboro, NC 27408-6334
(336) 274-6382

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

Ryan V. Glover

CFP®

Principal

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset...More

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

Tarheel Advisors, LLC

600 Market St, Ste G2
Chapel Hill, NC 27516
(984) 271-1993

Stratford N. Kiger

CFP® CPWA JD MBA CEL

Senior Vice President

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

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

Bank of America Private Bank

620 South Tryon St, NC1-030-30-01
Charlotte, NC 28255
(704) 575-4653

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

Scott A. Fligel

CFP®, CLU, ChFC, AEP

Wealth Management Advisor

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

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

Northwestern Mutual

6235 Carnegie Blvd
Charlotte, NC 28211
(704) 442-4472
CONNECT WITH Scott
  • linkedin link

James D. Rice

CFP®

Private Wealth Advisor/Franchise Owner

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.

Cordian Wealth™

8832 Blakeney Professional Dr., Ste. 302
Charlotte, NC 28277
(704) 944-2060
CONNECT WITH James
  • facebook link
  • linkedin link

Leslie Garner

CFP®

Financial Planner

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.

GarnerWealthStrategies

1852 Banking St
Greensboro, NC 27408-7222
(336) 493-5557
CONNECT WITH Leslie
  • linkedin link

Richard E. Freitag

CFP®

Sr. Investment Advisor

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.

Freitag Financial Group, LLC

15720 Brixham Hill Ave, Suite 300
Charlotte, NC 28277
(704) 887-4934
CONNECT WITH Richard
  • linkedin link

Judson Meinhart

CFP®

Director of Financial Planning | Wealth Manager

Specialties:

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

Modera Wealth Management

100 North Cherry St., Suite 505
Winston Salem, NC 27101
(336) 659-0050

James M. Matthews

CFP®, CLU®, RICP®

Director of Wealth Management

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.

Consolidated Planning

6115 Park South Dr, Ste 200
Charlotte, NC 28210-0104
(704) 741-0339
CONNECT WITH James
  • linkedin link

Joseph M. Gordon

CFP®

Wealth Advisor

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

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

Gordon Asset Management, LLC

324 Blackwell St , Ste 1130
Durham, NC 27701-3600
(919) 880-9966

William H. Bunch, II

CFP®

President

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

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

Maze Financial Planning, LLC

400 Market Street Suite 105B
Chapel Hill, NC 27516
(919) 929-4103

James M. Wallace, III

CFP®, MBA

Senior Partner

Specialties:

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

Oakhouse Advisors

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

Scott Kittrell

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Getting Divorced, Retirement

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

Modera Wealth

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

Brooks Jewett

CFP®

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.

511 Shepherd St 101-A
Winston Salem, NC 27103
(336) 245-2500
CONNECT WITH Brooks
  • linkedin link

Drew Kurtz

CFP® CDFA®

Financial Advisor Associate

Specialties: Comprehensive Financial Planning, Career Change, Estate Planning, Investment Management,...More

Financial Advisor serving North Carolina and the surrounding communities.

Morgan Stanley

6805 Carnegie Blvd, Suite 400
Charlotte, NC 28211
(704) 442-3404
CONNECT WITH Drew
  • linkedin link

Stuart Vaughn

CFP®

Principal & Chief Wealth Strategist

Specialties:

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

Precision Point Wealth Management

11215 N. Community House Rd, Suite 775
Charlotte, NC 28277

Michael Allen Davis

CFP® ChSNC®

Financial Planner

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

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

Legs Financial

7700 Chesterbrooke Dr
Greensboro, NC 27455-3055
(336) 265-6252
CONNECT WITH Michael
  • facebook link
  • linkedin link
  • youtube link

Kevin Daniel Barry

CFP®

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

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

Cantata Wealth Management

2400 Lewis Grove Ln
Raleigh, NC 27608-1379
(908) 868-9115
CONNECT WITH Kevin
  • linkedin link

Matthew Filepp

CFP®, CFA

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.

PB Wealth, LLC

15720 Brixham Hill Ave, Ste 300
Charlotte, NC 28277-4784
CONNECT WITH Matthew
  • facebook link
  • linkedin link
  • youtube link

Nicholas Morrison

CFP®

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

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

Morrison Wealth Advisors LLC

4242 Six Forks Rd, Ste 1550
Raleigh, NC 27609-6086
(919) 230-4665
CONNECT WITH Nicholas
  • 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.

Keener Financial Planning

Remote
Durham, NC 27713
+ 1 More Address

Keener Financial Planning

1692 Keller Pkwy
Keller, TX 76248-3702