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Charles L. Inglefield, IV

CFP®

Financial Advisor

Specialties: Estate Planning, Employee Benefits, Insurance, Stocks & Bonds, Long-term Care

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

Inglefield Retirement Solutions

11121 Carmel Commons Blvd, #130
Charlotte, NC 28226
(704) 900-5779

Kathryn H. Larson

CFP®

Financial Advisor

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

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

Ameriprise Financial Services, Inc.

401 N Edgeworth St, Ste A
Greensboro, NC 27401
(336) 315-9410

Sherry K. Teat

CFP®, CPA/PFS

Financial Advisor

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

Financial Advisor serving North Carolina and the surrounding communities.

Ronald Blue & Company, LLC

10706 Sikes Pl, Ste 175
Charlotte, NC 28277
(704) 409-1924

Ann Benjamin Zuraw

CFP®, CFA®, CDFA™

President

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

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

Zuraw Financial Advisors

806 Green Valley Rd, Ste 201
Greensboro, NC 27408
(336) 290-7062
CONNECT WITH Ann
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David R. Powell

CFP® CLU CASL APMA

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.

Ameriprise Financial Services, Inc.

286 W Millbrook Rd
Raleigh, NC 27609

Ameriprise Financial Services, Inc.

Uptown Center
Sanford, NC 27330
(877) 855-9449
(919) 870-8930
CONNECT WITH David
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Robert L. Clyde

CFP®

Owner and Chief Compliance Officer

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Asset Allocation, Investment...More

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

Clyde Financial Planning

201 Hillside Ave, Unit A
Charlotte, NC 28209
(704) 763-2427

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

Bailey B. Bartee

CFP®, MBA

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

David N. Wells

MBA, 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.

Wells Financial Management

56 Central Ave, Suite 105
Asheville, NC 28801-2459
(888) 286-2889
(828) 252-4144
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Thomas V. Fenn

CFP®

Specialties: Comprehensive Financial Planning, Asset Allocation, Life Planning, Retirement

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

T. Fenn Financial Planning

301 Faison Road
Chapel Hill, NC 27517
(919) 929-7959

Sheri Bistreich

CFP®

Financial Advisor

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

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

Ameriprise Financial Services

642 Signal Hill Dr Ext
Statesville, NC 28625
(704) 872-8181

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

13850 Ballantyne Corporate Pl, Ste 500
Charlotte, NC 28277
(704) 553-0690

Todd A. Witt

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.

LINDEN THOMAS & CO

15119 Clover Berry Drive
Huntersville, NC 28078
(704) 307-9214

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 Morrison Blvd
Charlotte, NC 28211
(704) 442-4472
CONNECT WITH Scott
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Hans Scheil

CFP®

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.

Cardinal Retirement Planning, Inc.

2530 Meridian Parkway, Ste 100
Durham, NC 27713
(919) 535-8261
(919) 535-8261

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

Deborah R. Lewis

CFP®

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

Lewis Financial Management LLC

1611 E. Millbrook Rd
Raleigh, NC 27609
(919) 872-7000

John B. Zachary

CFP®

Associate Wealth Advisor

Specialties:

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

Pathfinder Wealth Consulting

4018 Oleander Drive, Suite 102
Wilmington, NC 28403
(910) 793-0616

James M. Matthews

CFP®

Director of Wealth Management

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.

Consolidated Planning

6115 Park South Dr, Ste 200
Charlotte, NC 28210
(704) 800-6584
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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

Gerald A. Townsend

CPA/PFS, CFP®, CFA®

President

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Cross...More

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

Townsend Asset Management

5120 Bur Oak Cir
Raleigh, NC 27612
(919) 616-5555
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James C. Mwombela

CFP®

Associate

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.

GRID 202 Partners

4101 Five Oaks Dr, Unit 42
Durham, NC 27707
(202) 422-9711

Carolyn D. Weaver

CFP®

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.

Aventus Investment Advisors

19810 W. Catawba Ave., Suite G
Cornelius, NC 28031
(704) 237-4207

Jonathan Greeson

CFP®

Specialties:

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

Jonathan Greeson Financial Planning

100 West Main Street, Post Office Box 384
Pikeville, NC 27863
(919) 394-0700

Julian Franklin Patton, Jr.

CFA, CFP®, CAIA

Managing Member

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

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

Buckhorn Investment Advisors LLC

13850 Ballantyne Corporate Pl, Ste 500
Charlotte, NC 28277-2830
(704) 887-4942

Stephen R. Hutter

CFP®, CRPC®

Investment Advisor Represntative

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

Financial Advisor serving North Carolina and the surrounding communities.

5200 77 Center Drive, Suite 330
Charlotte, NC 28217
704-717-8900 x123
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Holly K. Nicholson

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.

Financial Planning Services

185 Wind Chime Ct., Ste. 203
Raleigh, NC 27615

Theodore Hicks, II

CFP®

Private Wealth Advisor

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

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

Hicks & Associates - Ameriprise

510 NW Broad Street
Southern Pines, NC 28387

Hicks & Associates - Ameriprise

1225 Crescent Green
Cary, NC 27518
(910) 692-5917
CONNECT WITH Theodore
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Charles R. Cooke

CFP®

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

Financial Advisor serving North Carolina and the surrounding communities.

Cooke Capital, Inc.

208 N. Spence Ave
Goldsboro, NC 27534

Cooke Capital, Inc.

265 Racine Dr
Wilmington, NC 28403
(919) 580-3177
CONNECT WITH Charles
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