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Portfolio Size of 100K and
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Greensboro, North Carolina, has a diverse economy with a strong presence in manufacturing, logistics, and education. Due to having a lower cost of living, mild climate, and tax-friendly policies on Social Security income, the city is especially attractive to retirees. Even though Greensboro offers excellent opportunities for financial growth, managing investments, planning for retirement, and wealth preservation can be complex, making the guidance of an experienced financial advisor in Greensboro essential.
With over 500+ financial advisors in Greensboro, finding the right professional to match your unique needs can be a challenge. WiserAdvisor simplifies this process by connecting you with 2-3 vetted financial advisors in Greensboro who best match your needs. Whether you're looking for a Greensboro financial planner for retirement planning, investment management, or estate planning, we are here to help.
For over two decades, we have maintained a directory of trusted financial advisors who meet strict industry standards. Every financial advisor in Greensboro within our network is screened for experience and maintains clean records with FINRA and SEC. Let us help you find a financial planner in Greensboro, NC, who understands your financial situation and can guide you toward long-term success.
Greensboro
has
3
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Greensboro,
North Carolina
have an average of
10
years of experience.
NOTE: The list of vetted financial
advisors in
Greensboro,
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
Greensboro, North Carolina.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Jacob Rice
CFP®, RICP®, CLU®, ChFC® PIEDMONT CAPITAL ADVISORS 701 Green Valley Rd Suite 100 #210, Greensboro, NC 27408 |
10 Years | $100,000,000 | $100,000 | Fee-Based |
|
Tom Morris
CASL®, CFP®, RICP®, RMA®, MBA, CLU®, ChFC® NORTHWESTERN MUTUAL -TOM MORRIS 240 Leigh Farm Rd, Ste 400, Durham, NC 27707 |
Not Disclosed | Not Specified | $500,000 | Fee-Based |
| Not Disclosed | $205,600,000,000 | Not Specified | Fee-Only |
Qualifications
CRD# 6478580
Firm CRD# 6413
Series 7, 63
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
701 Green Valley Rd Suite 100 #210,
Greensboro,
NC
27408
Phone Number
336-816-3801
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.rice@nm.com Core Values: 1. Faith 2. Family 3. Excellence 4. Transparency 5. Generosity
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# 5052940
Firm CRD# 2881
Series 7
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
240 Leigh Farm Rd,
Ste 400,
Durham,
NC
27707
Phone Number
919-401-0331
I live in Durham, North Carolina, in the heart of the Research Triangle. I have a wonderful wife of 37 years, Lynn, and a daughter and son. My favorite activities involve spending time with friends and family. I love to ski, play golf, camp, and I walk with my father most every day. Service has always been a part of my family history. My parents were physicians, my grandparents missionaries in China and small business owners. My other relatives are college professors, business owners, estate attorneys, missionaries and foundation executives, and my two grown children are both educators. Most of my family went to Wake Forest University, though my loyalty lies with UNC and Duke. I earned an undergraduate degree with focus on Economics, Business, and Psychology from UNC in Chapel Hill, NC. Not realizing that would be a perfect background for financial planning, I kept reinventing myself as an executive to create value in 14 high-growth startups. In my spare time while running the IT group for a highly profitable 24/7/365 manufacturing facility (part of a Fortune 20 company), I earned a Duke MBA. In 2005 I decided to start a financial planning practice, garnering my CERTIFIED FINANCIAL PLANNER™ professional designation three years later. Since then I've accumulated another 7 planning designations, and I still attend upwards of 15 conferences and industry events a year: I believe it's my obligation to clients to keep on top of current research, changes in policy, and thought leadership so I can serve them better and get them to the best possible outcomes. I specialize in financial independence, life, and legacy planning for clients in or near retirement, as well as business owners and executives.
You have decisions in your financial picture, you're the CEO of your financial life. Your job is to take all these ideas and decisions and make sure there's no gaps or overlaps. You have an asset management, risk management, and tax management divisions in your business management. One question: when you think about your whole financial picture, when was the last time someone besides you saw the whole thing in one place? Our team is going to do a deep dive on the whole picture and report back to you about what you're doing that's really well-aligned, and typically find a few areas to talk about. And more importantly, there are going to be some strategy things that you didn't know you didn't know. At the end of the day, financial planning is not just about the numbers -- how much you have and how much you need -- but about why the things you want are important to you. We go into much, much deeper planning than the math alone would dictate because we want to help people live focused on the joy in their lives. It's about the finances supporting your life, not your life supporting the finances.
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, Insurance Products & Annuities
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
4700 Falls of Neuse Road,
Suite 275,
Raleigh,
NC
27609
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 65 | 27 | $5,720,740,650 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
|
| 19 | 2327 | $3,061,316,134 | A percentage of AUM |
|
| 10 | 62 | $1,052,630,809 | A percentage of AUM, Fixed fees, Performance Based |
|
| 15 | 15 | $849,444,731 | A percentage of AUM |
|
| 6 | 995 | $650,959,830 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 4 | 160 | $605,000,000 | A percentage of AUM, Fixed fees |
|
| 6 | 679 | $510,825,426 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 2 | 722 | $424,753,741 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 5 | 962 | $345,129,944 | A percentage of AUM, Fixed fees |
|
| 3 | 503 | $324,892,294 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 9 | 2 | $318,874,793 | A percentage of AUM |
|
| 3 | 678 | $267,692,426 | A percentage of AUM |
|
| 7 | 1034 | $211,621,434 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 3 | 372 | $181,725,611 | Fixed fees |
|
| 4 | 434 | $174,515,048 | A percentage of AUM, Hourly charges, Fixed fees |
To find a reputable financial advisor in Greensboro, start by assessing your financial goals, such as retirement planning, investment management, or tax optimization. Look for financial planners Greensboro, NC, who specialize in the services you require. Do verify their qualifications, credentials and disciplinary history.
To simplify your search, consider using WiserAdvisor's free match tool, which matches you with 2-3 vetted financial advisors in Greensboro who have been pre-screened for experience and hold clean records with FINRA and the SEC.
WiserAdvisor is a trusted platform that maintains a directory of fiduciary advisors who meet strict industry standards. Simply provide details about your financial goals, and WiserAdvisor's match tool will connect you with 2-3 financial advisors in your area based on your financial needs.
Financial advisors in Greensboro need to consider the sectors like manufacturing, education, and healthcare that generate job opportunities and act as investment avenues. They also need to account for cost-of-living factors such as housing costs, property taxes, and local inflation rates. Further, the advisor should consider North Carolina's tax regulations, including income and property taxes at the time of creating personalized financial plan to optimize tax efficiency.
Greensboro financial planners must adhere to both federal and state regulations and ensure compliance with the Securities and Exchange Commission (SEC) and FINRA. Every financial consultant in Greensboro must register with the North Carolina Securities Division and comply with state-specific laws governing financial practices. In addition, financial advisors in Greensboro should stay informed about any local ordinances that may impact their service or client recommendations.
Yes, financial advisors in Greensboro can help businesses with cash flow management and optimize their business income and expenses. They can set up employee retirement benefits like 401(k) plans and adopt tax-efficient strategies to minimize tax liabilities. Additionally, financial planners Greensboro, NC, can help develop plans for business continuity and ownership transitions to minimize disruption.
Greensboro financial planners provide portfolio performance reports offering detailed evaluations of investment returns and asset allocations as well as comprehensive summaries of financial statements including income, expenses, assets, and liabilities. They also furnish tax planning reports containing analyses of tax obligations and strategies for optimization. If you're planning for retirement, the advisor can also provide forecasts of retirement income based on your current savings and investment strategies. The reports are reviewed on a quarterly or annual basis to keep track of progress toward financial goals.
Financial advisors in Greensboro can assist with education planning identifying and recommending suitable savings plans such as 529 plans specific to North Carolina. They offer financial aid guidance and insights into scholarships, grants, and loan options that you may use to lower your tuition cost. In addition, advisors help estimate future education costs and ensure your plan allows you to save for your child?s education without compromising on your personal financial goals and needs.
Yes, financial advisors in Greensboro can assess potential returns and risks associated with local real estate investments and help diversify your portfolio by incorporating real estate assets in your investment strategy. They also recommend optimal financing options and tax implications for property investments and may also offer valuable insights into local investment opportunities due to their familiarity with Greensboro's real estate market.
Working with a local financial advisor in Greensboro, NC offers several advantages Local advisors often have valuable connections with professionals like tax experts and estate planners. They have in-depth knowledge of North Carolina's tax laws and economic landscape, which allows for more tailored financial strategies. Additionally, they understand local real estate trends and investment opportunities specific to Greensboro, NC. A local advisor may also be able to create a tailored financial plan based on your goals.
