Financial Planners in North Carolina

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

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

+1 More Number

(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

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

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

+1 More Number

(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

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

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

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

+1 More Number

(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

+1 More Number

(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

+ 1 More Address

Pugh & Associates, Inc. Financial Planners

824 Gum Branch Rd
Jacksonville, NC 28540

(910) 447-4416

Type of Compensation

Planner's Licenses / Certifications

Income Range

Investable Assets

Planner's Specialties

Major Life Changes

CFP®

Sullivan and Assoc. Wealth Management

CONNECT WITH Michelle

CFP®, CLU, ChFC

Carolina Capital Consulting, Inc.

CFP®

DHFS Wealth Management

CFP®

Raymond James Financial Services

CFP®

CFP®, ChFC

Waite Financial, LLC

CFP®, CPA/PFS

Brendle Financial Group, LLC

CFP®, CLU, ChFC

DMJ Wealth Advisors, LLC

CPA/PFS, CFP®

LPL Financial

CONNECT WITH Tracey

CFP®

Parsec Financial Management

CFP®, MBA

ASN LLC/LFM Wealth Management

CLU, ChFC, CFP®

PLC Wealth Management, LLC

CFP®, CFA

Modera Wealth Management, LLC

CFP®

Stearns Financial Services Group

CFP®

Calamita Wealth Management

CONNECT WITH Todd

AIF®, CFP®

Keystone Financial Partners

CFP®, MBA

Vine & Branch Capital, LLC

CFP®, ChFC®, ADPA®

TIAA

CFP®, JD, MBA, CELA

Bank of America Private Bank

CFP®, CFA

Smith Partners Wealth Management

CONNECT WITH Justin

CFP®

Kopka Financial, LLC

CONNECT WITH Megan

CFP®

Ameriprise Financial

MBA, CFP®

Millennium Planning Group

CONNECT WITH Michael

CFP® ChFC® CLU®

Edward Jones

CFP®

Preferred Financial Financial Strategies, Inc.

CFP®

Carroll Financial Associates

CPA, CFP®

CAPTRUST

CFP®, ChFC

Stearns Financial Services Group

CFP®

Capital Management, LLC

CFP®, MBA

Pugh & Associates, Inc. Financial Planners

Pugh & Associates, Inc. Financial Planners

CONNECT WITH Richard

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CFP^®

CFP^®, MBA

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CFP^®, CFA

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CFP^®

AIF^®, CFP^®

CFP^®, MBA

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CFP^®, CFA

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CFP^®, MBA