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Find Top Financial Advisors in Charlotte, North Carolina

Charlotte, North Carolina is the second most populated city in the Southeast and continues to grow. As the third fastest growing city in the United States, it's not surprising that Charlotte is a bustling business hub, key financial hub and home to many universities. Having a well educated population, subtropical climate and a cost of living 5% lower than the national average, Charlotte is considered to be a great place to live, go to school, and retire. There are about 4,000 financial advisors working in the Charlotte area and finding a financial advisor that works best with your specific financial means could be challenging. WiserAdvisor is here to help make this decision less difficult. We can help people like you connect with 2-3 financial fiduciary financial advisors that suit your own particular financial requirements and can help meet your financial goals.


We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Charlotte, North Carolina.

How To Find Trusted Financial Advisors in Charlotte, North Carolina

Charlotte has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Charlotte, North Carolina have an average of 17 years of experience.

NOTE: The list of vetted financial advisors in Charlotte, North Carolina mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Charlotte, North Carolina.

Qualified Financial Advisors in Charlotte, North Carolina

VETTED
Financial Advisor
Tony MontanariCIMA®ACM Wealth Management1927 S. Tryon StreetCharlotte, NC 28203
Experience26 Years
AUM$150,000,000
Minimum Assets$500,000
Fee StructureFee-Based
Financial Advisor
Ross KirwanMBA, CFP®Carnegie Private Wealth6101 Carnegie Blvd, Suite 520Charlotte, NC 28209
Experience17 Years
AUMNot Specified
Minimum Assets$0
Fee StructureFee-Based
Financial Advisor
Jacob RiceCFP®, RICP®, CLU®, ChFC®Piedmont Capital Advisors123 Broad St, Suite CKernersville, NC 27284
Experience10 Years
AUM$100,000,000
Minimum Assets$100,000
Fee StructureFee-Based
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Information on Qualified Financial Advisors in Charlotte, North Carolina

Tony Montanari
VETTED
Tony MontanariCIMA®
ACM Wealth Management
About Tony Montanari
Tony is the founder and lead financial advisor of ACM Wealth Management. He is a Registered Investment Advisor and currently holds the Series 7, 63, 65 and 31 licenses. Additionally, he is a Certified Investment Management Analyst (CIMA) professional, a designation that is earned in conjunction with the Wharton School of Business and the Investments & Wealth Institute.

Tony has been named a Five Star Wealth Manager eight times by Charlotte Magazine for Best in Client Satisfaction. He has also been interviewed and quoted by local TV and print as well as national publications like The Wall Street Journal, FOX Business, Dow Jones News, Thomson Reuters, Wealth Management Magazine and FUNDfire.

Tony is a member of the UNC Rams Club and is a life member of the UNC Alumni Association. He is a former member of Verdict Ridge Country Club, and an active member of the Investments & Wealth Institute and the Financial Services Institute. Tony is also a past board member of Sally's YMCA and East Lincoln Betterment Association. He resides in the Steele Creek/Lake Wylie area of Charlotte with his wife Lesley, and their three children, Evan, Logan and Emma.
About ACM Wealth Management
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, your goals, and your priorities. After the initial plan is developed we take an active role in your pursuit of these goals.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 3089483Firm CRD# 10740Series 7, 31, 63, 65
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
1927 S. Tryon Street,Suite 205,Charlotte,NC 28203
Phone Number
877-707-5429
Ross Kirwan
VETTED
Ross KirwanMBA, CFP®
Carnegie Private Wealth
About Ross Kirwan
Ross Kirwan is a Certified Financial Planner™ with 17 years of financial services experience. Ross transitioned to becoming a financial advisor after witnessing firsthand how proper financial guidance impacts families during life's unexpected moments, which he witnessed at the passing of a parent at a young age. Ross combines his skill in portfolio design and economic analysis with Carnegie Private Wealth's resources to build clear, practical financial plans. His thorough understanding of markets and investments, backed by advanced technology and flexible solutions, helps clients navigate their financial decisions with confidence. Ross serves as an Elder at his church while also serving on the board of a local nonprofit, which both reflect his commitment to meaningful impact. This same care and attention shapes how he helps families make smart financial choices for their future.Connect with Ross and Carnegie Private Wealth to align your finances with what matters most.
About Carnegie Private Wealth
We guide our clients through an ongoing process that clarifies their financial goals and encourages the implementation of strategies designed to pursue them. We get to know our clients and their challenges on an intimate level, so we can help them identify areas of potential risk and opportunity. Our goal is to simplify financial decisions, making them easy for clients to understand and approach with confidence. Our clients entrust us to help plan their financial future because were attentive, engaged and experienced.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services
Qualifications
CRD# 5364235Firm CRD# 6413Series 7, 63, 66
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
Office Location
6101 Carnegie Blvd, Suite 520,Charlotte,NC 28209
Phone Number
704-733-6897
Jacob Rice
VETTED
Jacob RiceCFP®, RICP®, CLU®, ChFC®
Piedmont Capital Advisors
About Jacob Rice
Jacob leads a nationally known wealth management practice serving clients in search of holistic financial planning. Jacob has a desire for helping his successful clients reach their financial goals and protect their legacy by designing a fully optimized plan focusing on tax efficiency, estate/creditor protection, and efficient accumulation/decumulation methods. If this peeks your interest, reach out to our team for a consultation. jacob@piedmontcapitaladvisors.com

Core Values: 1. Faith 2. Family 3. Excellence 4. Transparency 5. Generosity
About Piedmont Capital Advisors
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: NC, SC, VA, GA, AL, AZ, CA, FL, IL, KY, MD
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 6478580Firm CRD# 6413Series 7, 63
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
123 Broad St, Suite C,Kernersville,NC 27284
Phone Number
336-816-3801

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