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138 Financial Planners in North Carolina
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Scott M. Jones

CFP®, CLU, ChFC

Managing Partner

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Employee...More

Financial Advisor serving North Carolina and the surrounding communities.

Scott Jones Financial

5950 Fairview Road, Suite 402
Charlotte, NC 28210
(704) 817-7324

Randall E. White

CFP®, RICP, CRPC

President

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

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

TriCapital Wealth Management, Inc.

6115 Park South Drive, Suite 330
Charlotte, NC 28210
(855) 664-3355
+1 More Number
(704) 571-8778

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 A. Carbone

CFP®

Managing Partner

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

Financial Advisor serving North Carolina and the surrounding communities.

Cornerstone Financial Partners

16810 Kenton Dr, Ste 200
Huntersville, NC 28078
(800) 738-6734
+1 More Number
(704) 987-3410

Michele V. Stutts

CFP®

Client Advisor

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

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

Queens Oak Advisors

6101 Carnegie Blvd, Suite 360
Charlotte, NC 28209
(704) 953-2170

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

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

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

C. Hunter Widener

CFP®

Senior Legal Wealth Advisor

Specialties: Comprehensive Financial Planning, Banking, Estate Planning, Investment Management

Financial Advisor serving North Carolina and the surrounding communities.

Truist

214 N. Tryon St., 33rd Floor
Charlotte, NC 28202
(704) 526-4594

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

1805 Williams Rd, 1805 Williams Rd
MONROE, NC 28110
7042922920

George W. Climer, III

CFP®

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

Financial Advisor serving North Carolina and the surrounding communities.

Bragg Financial Advisors

1031 S. Caldwell Street, Suite 200
Charlotte, NC 28203
(704) 377-0261

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

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

Chris Woods

CFP®

Financial Advisor

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

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

Silvis Financial

3540 Toringdon Way, Ste 200, #304
Charlotte, NC 28277-4650
(571) 357-5399
CONNECT WITH Chris
  • linkedin link

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
+1 More Number
(828) 252-4144
CONNECT WITH David
  • linkedin link

Dr. Chris Mullis, PhD

CFP®

CERTIFIED FINANCIAL PLANNER™

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

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

NorthStar Capital Advisors LLC

521 East Blvd
Charlotte, NC 28203-5109
704-350-5028 ext 7
CONNECT WITH Dr. Chris
  • facebook link
  • linkedin link

Matthew D. Glova

CFP®

CEO

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

Lifetime Asset Management

801 Corporate Center Dr, Ste 110
Raleigh, NC 27607-5243
(919) 845-5315

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 Services, LLC

4030 Wake Forest Road, Suite 108
Raleigh, NC 27609
(919) 510-4944

Deborah R. Lewis

CFP®

Financial Planner

Specialties:

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

Lewis Financial Management LLC

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

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

Drew Cook

CFP®

Financial Planner

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

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

Level Wealth Management

6135 Park South Drive, Suite 510
Charlotte, NC 28210
(704) 312-2490
CONNECT WITH Drew
  • linkedin link

Thomas Griffith

CFP®

Independent Advisor Representative

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 Advisors

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

Robert Deaton Smith, III

CFP®, WMCP®

President & CCO

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

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

Thayer Financial, L.L.C.

439 4th Street SW
Hickory, NC 28602
(828) 569-2785
CONNECT WITH Robert
  • facebook link
  • linkedin link
  • youtube 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

Sean Williams

CFP®, CEPA®, RICP®

Founder

Specialties:

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

Cadence Wealth Partners

845 Church St N, Ste 205
Concord, NC 28025-4374
(704) 467-8502

Amanda M. D. DeCesar

CFP®

Co-Founder

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

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

TARA Wealth

207 W Millbrook Road, Suite 210
Raleigh, NC 27609
CONNECT WITH Amanda
  • linkedin link

Evan Luongo

CFP®

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

Financial Advisor serving North Carolina and the surrounding communities.

NoDa Wealth Management

2108 Electric Ln
Charlotte, NC 28205-1699
(980) 206-0953
CONNECT WITH Evan
  • facebook link
  • twitter link
  • linkedin link

Lawrence Spell Carr

CFP®

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

OmniStar Financial Group

1712 Eastwood Road Suite 212
Wilmington, NC 28403
(910) 408-0484

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

82 Summersweet Lane
Chapel Hill, NC 27516
+ 1 More Address

Newcomb Financial Advisors, LLC

1340 Environ Way, Suite 13402
Chapel Hill, NC 27517

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.

PO Box 117
Black Mountain, NC 28711
+ 1 More Address

Collie Financial Planning, Inc.

101 Midland Ave
Black Mountain, NC 28711
8286548830