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Find Top Financial Advisors in Cornelius, North Carolina

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment 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.

Finding the Top Financial Advisor in Cornelius, North Carolina
Last Updated - 22-Mar-2023

Cornelius has 5 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 20 non-vetted advisors in your local area. These financial advisors in Cornelius, North Carolina have an average of 24 years of experience.

NOTE: The list of financial advisors in Cornelius, North Carolina mentioned below do 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 Cornelius, North Carolina.

Qualified Financial Advisors in Cornelius, North Carolina
Financial Advisor Experience AUM Minimum Assets Fee Structure
Jeff McElroy
CFP®, CLU®
US FINANCIAL SERVICES
19109 W. Catawba Avenue,
Suite 200,
Cornelius, NC 28031
31 Not Specified Not Specified Fee-Based
Antonio V. Porretta
AAMS®, Accredited Asset Management Specialist (AAMS®)
BLACKBRIDGE FINANCIAL
*,
Harrisburg, NC 28075
19 Not Specified $250,000 Not Specified
Tony Montanari
CIMA®
ACM WEALTH MANAGEMENT
1927 S. Tryon Street,
Suite 205,
Charlotte, NC 28203
24 $120,000,000 $500,000 Fee-Based
Alex Calott and Austin Powell
CFP®
BLUE FINANCIAL
5970 Fairview Road Suite 712,
Charlotte, NC 28210
Not Disclosed Not Specified Not Specified Fee-Based
Jonathan M. Spatz
EPIC INCOME ADVISORS
2571 Springs Road NE,
Hickory, NC 28601
22 $50,000,000+ $250,000 Fee-Based

Information on Qualified Financial Advisors in Cornelius

Qualifications CRD# 2237589
Firm CRD# 42046
Series 7, 24, 63, 65

Compensation/Fee Fee-Based


Office Location 19109 W. Catawba Avenue,
Suite 200,
Cornelius,
NC
28031
Phone Number 704-458-1174

Jeff was destined for a career in finance. His grandmother, whom he describes as an independent thinker, is credited with piquing his interest in investments during his time in high school. After earning his degree in business law & finance from the University of North Carolina at Charlotte, he devoted himself to helping people with their financial plans and investments. He co-founded BMH Investment Group in 1998 and later merged with U.S. Financial Services. Even after completing his formal education and earning one of the most respected designations in the industry, Jeff continues to devote himself to personal development and continuing education. It is a priority for him to be knowledgeable about financial planning strategies and solutions for his clients, staying at the forefront of his field. Jeff's clients love his energetic and personal approach. While relatively young by comparison to many advisors in the industry, he is both relevant and highly experienced after three decades as a finance professional. Born in Alaska, Jeff has spent the majority of his life in the Charlotte area and remains heavily involved in his community. He gives back by partnering with local charities like Habitat for Humanity and Angels & Sparrows. Jeff has always loved sports and stays active by completing CrossFit workouts, playing volleyball and doing yoga. He is a fierce supporter of his own teenage daughters in their college, beach volleyball and other activities.

About US Financial Services

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, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 4141550
Firm CRD# 6413
Series 7, 63, 65


Office Location *,
Harrisburg,
NC
28075
Phone Number 704-960-9646

Antonio V. Porretta, MBA, AAMS® Independent Wealth Manager Blackbridge Financial Antonio is an Independent Wealth Manager who specializes in helping people create, distribute, and preserve their wealth. Mr. Porretta has spent nearly 18 years working with individuals and is currently accepting new clients that can benefit from his services. Antonio currently manages investment portfolios in several states across the country and is devoted to helping local families grow their wealth and focus on making their money last. Services include but are not limited to: *Retirement Income Planning *Portfolio/Investment Management *Asset Allocation *401(k) Distribution Strategies *Insurance/Long Term Care Planning Clients that work with Antonio benefit from a level of personal service, communication, and attention that is often reserved for only the ultra-wealthy. By carefully listening to each person, Antonio is able to construct unique and effective strategies tailored specially for you. Personal Service. Tailored Advice. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial.

About Blackbridge Financial

Antonio V. Porretta, MBA, AAMS® Independent Wealth Manager Blackbridge Financial Antonio is an Independent Wealth Manager who specializes in helping people create, distribute, and preserve their wealth. Mr. Porretta has spent nearly 18 years working with individuals and is currently accepting new clients that can benefit from his services. Antonio currently manages investment portfolios in several states across the country and is devoted to helping local families grow their wealth and focus on making their money last. Services include but are not limited to: *Retirement Income Planning *Portfolio/Investment Management *Asset Allocation *401(k) Distribution Strategies *Insurance/Long Term Care Planning Clients that work with Antonio benefit from a level of personal service, communication, and attention that is often reserved for only the ultra-wealthy. By carefully listening to each person, Antonio is able to construct unique and effective strategies tailored specially for you. Personal Service. Tailored Advice. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts


Qualifications CRD# 3089483
Firm CRD# 10740
Series 7, 31, 63, 65

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 1927 S. Tryon Street,
Suite 205,
Charlotte,
NC
28203
Phone Number 877-707-5429

Tony is the founder of ACM Wealth Management and Vice President of Business Development for Prospera Financial Services, a seven-time Independent Broker Dealer of the year by Investment Advisor Magazine. Tony is a Registered Investment Advisor and currently holds Series 7, 63, 65 and 31 licenses as well as life, health and long-term care insurance 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 seven 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, Registered Rep 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# 6604736 6911348
Firm CRD# 124583
Series 65

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location 5970 Fairview Road Suite 712,
Charlotte,
NC
28210
Phone Number 704-302-1141

The Blue Financial team believes you deserve a financial plan built on a foundation of smart simplicity. Our 5-step proprietary "Retirement Blueprint Process" starts with a dream, followed by a plan to make it happen. Our methods are focused on achieving your goals because that's the only benchmark that matters.

About Blue Financial

We work for our CLIENTS not a company. Blue Financial is built upon developing a stable, independent retirement for you. It's not just our job--it's our passion. Putting clients first and setting ourselves apart from industry norms is our number one priority. We take a look at one aspect most advisors rarely do: taxes. At Blue, we take a distinctly unique approach to investment management and financial planning centered on strategies for creating potentially tax-free investments and efficient distribution of income in retirement. This specialized focus puts us in the position to work with and advise individuals, even those who already have an advisor without affecting their current relationship. If a majority of your money is in retirement plans like 401(k)s or IRAs then your income at retirement is taxable. Our attention to critical tax strategies helps our clients prepare to have tax free assets at retirement thus further protecting their life's work and savings. Our methods are focused on achieving your goals because that's the only benchmark that matters!


Qualifications CRD# 4161821
Firm CRD# 137658
Series 66

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location 2571 Springs Road NE,
Hickory,
NC
28601
Phone Number 828-569-1040

Jonathan has been serving and helping families with Retirement and Investment Planning for over 20 years in Western NC. He has a passion to educate and empower his clients to help them gain the financial knowledge necessary to navigate the different phases of retirement. His main focus is to help secure his clients retirement income thru proper planning and maintaining that income for the rest of his clients lives. He strives to make sure his clients retire comfortably and maintain their lifestyle throughout retirement helping to make sure they can cover unexpected healthcare costs and rising inflation. Jonathan teaches different workshops and classes on various Retirement and Investment Planning topics around the surrounding areas thru local libraries and universities. He has a beautiful wife, Nicole, with 3 amazing daughters, Gabby, Josie, and Andi, that keep him busy.

About Epic Income Advisors

At Epic Financial, we are people just like you. We have families that we love and want to protect. We employ the same strategies and products that we recommend to our clients. We are in the same boat as you. We may not be in the same phase of life, but we are working toward the same goal. We want to be financially secure, protect our families, efficiently use our money, and have a comfortable retirement. Let us help you obtain financial security thru educating, developing, and implementing your unique plan.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Top Financial Advisor Firms in Cornelius, North Carolina (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
ALPHASTAR CAPITAL MANAGEMENT, LLC
19520 West Catawba Avenue , Suite 112,
Cornelius, NC 28031
$1,567,171,002 12425 A percentage of AUM
Hourly charges
Fixed fees
ASPIRE PRIVATE CAPITAL
19410 Jetton Road , Suite 110,
Cornelius, NC 28031
$339,356,066 1526 A percentage of AUM
POWELL WEALTH
17818 Statesville Rd , Suite 221,
Cornelius, NC 28031
$187,391,778 283 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Cornelius, North Carolina*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Bernard F Sandler
    Inquire with Bernard
    17505 W Catawba Ave, Ste 300, Cornelius, NC  28031 704-896-9132
    Aspire Private Capital, LLC
    Inquire with Aspire
    19410 Jetton Road, Suite 110, Cornelius, NC  28031 704-237-9927
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    17505 W Catawba Ave, Ste 300, Cornelius, NC  28031 704-892-4730
    Harry H McNair
    Inquire with Harry
    17505 W Catawba Ave, Ste 300, Cornelius, NC  28031 704-655-1102
    Jennifer A Ziegler
    Inquire with Jennifer
    17505 W Catawba Ave, Ste 300, Cornelius, NC  28031 704-896-9110
    Elizabeth Hobson
    Inquire with Elizabeth
    17505 W Catawba Ave, Ste 300, Cornelius, NC  28031 704-655-1104
    Hassan Kaouss
    Inquire with Hassan
    17505 W Catawba Ave, Ste 300, Cornelius, NC  28031 704-896-9139
    Mark N McCall
    Inquire with Mark
    17505 W Catawba Ave, Ste 300, Cornelius, NC  28031 704-896-9101
    Jason Cox
    Inquire with Jason
    17505 W Catawba Ave, Ste 300, Cornelius, NC  28031 704-655-1106
    Dana Timchenko
    Inquire with Dana
    17505 W Catawba Ave, Ste 300, Cornelius, NC  28031 704-896-9117
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

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      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?