Financial Advisors in or around Charlotte, North Carolina

WiserAdvisor is the oldest and the largest independent network of financial advisors.

We will match you with 2 to 3 financial advisors who meet your specific needs

  • We pre-screen advisors for:
    • Experience (minimum five years required)
    • Advisor Compensation (fee-based or fee-only)
    • Licensing and disclosures with SEC/FINRA
  • We do a custom match and send you profiles of 2 to 3 advisors the best suit your unique needs
  • Financial advisors contact you to set up your FREE 1-on-1 consultation. No obligation

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Results from people who have used the "Match Me" form above

Profile

Dorothy is in her late 50s, single, working as a paralegal at a prominent Washington law firm. Her interests are reading and international travel.

Portfolio Size:

$450K

I am hoping to retire soon and wanted to get a portfolio review done quickly...
... WiserAdvisor helped us connect with John; He understood my situation and laid out a plan that I liked a lot. The strategic review was completed quickly and thoroughly.

WiserAdvisor >   North Carolina >   Charlotte 

Premium Financial Advisors Listing

TONY MONTANARI, Financial Advisor from Charlotte, North Carolina

TONY MONTANARI

Distance: 0 miles

As a fee-based independent advisor, ACM Wealth Management creates unbiased, customized investment strategies to help build, protect and transfer client's wealth. We take a comprehensive and customized approach to your financial situation. Understanding what is most important to you, we then develop a clear long term plan that considers your needs, ...

Charles Jones CFA, CFP, Financial Advisor from Charlotte, North Carolina

Charles Jones CFA, CFP

Distance: 0 miles

Our mission is to help clients live the one life they have, in the best way possible, without undue financial sacrifice or overexposure to risk. We want to understand a clients values, priorities, and personal as well as financial goals, so we can assist them with life's challenges both financial and otherwise....

Austin Konecke, Financial Advisor from Charlotte, North Carolina

Austin Konecke

Distance: 12 miles

The Mutual Fund Store is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the companys system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Gregory Hampy, Financial Advisor from Charlotte, North Carolina

Gregory Hampy

Distance: 16 miles

I have heard so many times I wish I could find an advisor who would look after my account like it is their own. We accomplish this objective by being very thorough and not have a boler plate approach. In meeting with the client first we establish financial goals and objectives. Secondly we gather data and process and analyze this information. Afte...

Keith Riley, Financial Advisor from Charlotte, North Carolina

Keith Riley

Distance: 16 miles

With over a decade of experience in the financial services industry, I provide holistic wealth planning catered to business owners, individuals headed into retirement, and retirees. My clients include individuals and families encompassing multiple generations. I strive to help individuals, whether retired, currently employed, or a business owner an...

Jeff McElroy, CFP, CLU, Financial Advisor from Charlotte, North Carolina

Jeff McElroy, CFP, CLU

Distance: 18 miles

At BMH, we think you deserve no less for you and your family and our passion drives us to be the right choice for planning for your financial future. If you are one of our many loyal clients, we hope this site provides you with easy access to your account information, our newsletters and other financial articles and ideas. If you are a prospectiv...

McElroy, Bryant & Watkins, Financial Advisor from Charlotte, North Carolina

McElroy, Bryant & Watkins

Distance: 18 miles

At BMH Investment Group our goal is to help you, our client, achieve financial freedom first by seeking to understand your circumstances and your aspirations the goals you have for your life, financial and otherwise- and then by collaborating with you to cultivate solutions to deliver that life to you.Our team has over 45 years of experience in t...

Other Financial Advisors Listing

Michael Slaughter, CFP, AEP, CLU, Financial Advisor from Charlotte, North Carolina

Michael Slaughter, CFP, AEP, CLU

Retirement & Estate Planning Services

Sound financial health. It takes in-depth analysis. It takes careful planning. It takes solutions, tailored to meet your requirements. At Retirement and Estate Planning Services, we employ a disciplin...

Russ Grzywinski, Financial Advisor from Charlotte, North Carolina

Russ Grzywinski

Oak Brook Financial Group, Ltd.

W. Russell Grzywinski is the President of Oak Brook Financial Group, Ltd. and a Co-Principal of Oak Brook Advisors, Ltd. , a registered investment advisor. He has been a financial counselor since 198...

Carl E. Rogers, Jr., Financial Advisor from Charlotte, North Carolina

Carl E. Rogers, Jr.

Rogers and Associates

I strongly believe that all my efforts must always meet the Four Way Test of Rotary: Is it the TRUTH? Is it FAIR to all concerned? Will it build GOODWILL and better FRIENDSHIPS? W...

Robert Higgins, Financial Advisor from Charlotte, North Carolina

Robert Higgins

Dalton Financial Services

I work as my client's personal CFO, to help them make better financial decisions considering their goals and circumstances. My objective is to improve my clients' quality of life through financial pl...

Kelly G. Burke, Financial Advisor from Charlotte, North Carolina

Kelly G. Burke

Integrated Financial Strategies

Our mission is to guide our clients to financial confidence through personalized and prudent investment advice. Whether your financial affairs are relatively simple or very complex, IFS can help you ...

Edward Morais RFP, RFC, Financial Advisor from Charlotte, North Carolina

Edward Morais RFP, RFC

Ryan Hess Morais Financial Assoc., Inc

Ryan Hess Morais Financial Associates is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to gro...

Douglas Grant, Financial Advisor from Charlotte, North Carolina

Douglas Grant

MetLife

BUSINESS PHILOSOPHY My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience acquired over twenty years exper...

R. Timothy  Curran, CFP, Financial Advisor from Charlotte, North Carolina

R. Timothy Curran, CFP

LPL Financial - Ballantyne

At the Ballantyne office of LPL Financial, we practice comprehensive retirement services. We focus on those individuals/couples that are within six years of retirement, already retired, and small busi...

James McGehee, Financial Advisor from Charlotte, North Carolina

James McGehee

Alpha Financial Advisors, LLC

Based in Charlotte North Carolina, Alpha Financial Advisors, LLC is a fee-only financial planning and investment advisory firm. As a fee-only financial services company, we make specific investment re...

James Burt, Financial Advisor from Charlotte, North Carolina

James Burt

Sterne Agee

Sterne Agee is a boutique investment firm offering independent research and consultation to it's clients. Located in Cornelius, NC, our office specializes in creating financial plans and investment...

Garrett Moretz, Financial Advisor from Charlotte, North Carolina

Garrett Moretz

Moretz Wealth Management, LLC

Moretz Wealth Management, LLC has been helping clients achieve their financial goals since 1999. We servie clients in NC, SC, VA, OH, FL, GA and TN. Our goal at Moretz Wealth Management is to protec...

Selecting the Right Advisor

The Definitive Guide to selecting the right financial advisor for your needs.

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Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only