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136 Financial Planners in North Carolina
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Kimberley K. Baker

CFP®

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

Financial Advisor serving North Carolina and the surrounding communities.

615 Roslyn Rd
Winston Salem, NC 27104-2111
(336) 659-9638

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

Andrew J. Wood, Jr.

CFP®

Specialties: Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance,...More

Financial Advisor serving North Carolina and the surrounding communities.

Carolina Retirement Solutions

4520 Mint Hill Village Ln, Ste 105
Charlotte, NC 28227
(704) 545-9502

Laura A. Webb

CFP®

Specialties: Attending College, Charitable & Planned Giving, Estate Planning, Investment Management,...More

Financial Advisor serving North Carolina and the surrounding communities.

Webb Investment Services

28 Covewood Rd
Asheville, NC 28805
(828) 252-5132 x201

Douglas J. Lewis

CFP®

CFP

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

Financial Advisor serving North Carolina and the surrounding communities.

Lewis Financial Management, LLC

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

Neal Nolan

CFP®

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.

Modera Wealth

6 Wall Street
Asheville, NC 28801
(828) 255-0271

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.

101 Midland Ave
Black Mountain, NC 28711
+ 1 More Address

Collie Financial Planning, Inc.

PO Box 117
Black Mountain, NC 28711
(828) 654-8830

Joseph R. McLaughlin

CFP®

District Advisor

Specialties: Comprehensive Financial Planning

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

First Command Financial Services

200 Valencia Dr., Ste 172
Jacksonville, NC 28546
(800) 443-2104
+1 More Number
(910) 577-1177

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
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Sandra B. Carlson

CPA, CFP®, CDFA™

Regional Director, Partner, & Wealth Advisor

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

Financial Advisor serving North Carolina and the surrounding communities.

Waverly Advisors

2150 Park Drive
Charlotte, NC 28204
(980) 475-3045

Allison M. Berger

CFP®

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

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

Financial Symmetry, Inc.

5438 Wade Park Blvd, Suite 310
Raleigh, NC 27607
(919) 851-8200
CONNECT WITH Allison
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Claudie Johnson, Jr.

CFP®

Managing Director

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

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

JareMarc Advisors, L.L.C.

3202 NoDa Blvd.
Charlotte, NC 28205
(704) 618-0860

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
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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

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

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

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

Megan Kopka

CFP®

Member

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.

PO Box 1404
Wilmington, NC 28402-1404
CONNECT WITH Megan
  • facebook link
  • twitter link
  • 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

Benjamin Dolan

CFP®

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

Dolan Capital Advisors, LLC

15720 Brixham Hill Avenue, Suite 300
Charlotte, NC 28277
(704) 887-4969

Donella Winkler

CFP®

Financial Advisor

Specialties:

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

Allworth Financial

3917 University Dr, Ste 200
Durham, NC 27707
(919) 2875660

Gerald A. Townsend

CPA, CFP®, CFA®, CMT

CEO

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

3110 Edwards Mill Rd, Ste 150
Raleigh, NC 27612-5452
(919) 782-9689
CONNECT WITH Gerald
  • facebook link
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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

Alexander Friend

CFP®

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.

RBC Wealth Management

3800 Glenwood Ave, Ste 400
Raleigh, NC 27612-4875
(919) 571-6249

Gary L. Gaulden

CFP®

CEO, Wealth Advisor

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

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

Gaulden Wealth Management

280 S. Mangum St., Suite 345
Durham, NC 27701
(877) 361-9898
+1 More Number
(919) 361-9898

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

Daniel L. Speer

CFP®,CPWA®,CIMA®,RMA

Specialties: Investment Management

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

Fisher Investments

12200 Olympic Club Dr
Charlotte, NC 28277
CONNECT WITH Daniel
  • linkedin link

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
+ 1 More Address

Northwestern Mutual Wealth Management

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

James H. Tucker

CFP®

Wealth Advisor

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.

Tucker Bria Wealth Strategies, LLC

3100 Tower Blvd, Suite 117
Durham, NC 27707
CONNECT WITH James
  • linkedin link