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Find Top Financial Advisors in Hickory, North Carolina

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Hickory, North Carolina. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Hickory

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Qualified Financial Advisors in Hickory, North Carolina
Financial Advisor Office Location Phone Number
Brent McDonald
AIF®
Tar Heel Wealth Management
1333 2nd Street NE Suite 303,
Hickory, NC  28601
828-320-5295
Tim Bain
AAMS®
Spark Asset Management
413 N. Center St.,
Statesville, NC  28677
704-277-5101
TONY MONTANARI
CIMA®
ACM Wealth Management
1927 S. Tryon Street,
Charlotte, NC  28203
877-707-5429

Information on Qualified Financial Advisors in Hickory

Qualifications CRD# 4845727
FirmCRD# 10205
Series 7, 66

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


Office Location 1333 2nd Street NE Suite 303,
Hickory,
NC 
28601
Phone Number 828-320-5295

Brent earned his BS in business finance from the Martha & Spencer Love School of Business at Elon University. He has over 14 years of experience working with individuals and businesses helping them to meet their financial goals. His areas of focus include small business planning, retirement and income planning, estate planning and insurance needs. Brent enjoys helping clients simplify todays increasingly complex financial environment by designing financial plans tailored to the clients specific goals and objectives. He currently resides in Hickory with his wife, Michelle.

About Tar Heel Wealth Management

At our firm, we have the clientand only the clientin mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy thats designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking out of the box and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.



Qualifications CRD# 2330992
Series 7, 24, 53, 55, 63, 65

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


Office Location 413 N. Center St.,
Statesville,
NC 
28677
Phone Number 704-277-5101

Mr. Bain, a partner in both Spark Asset Management Group (Spark) and Elledge, Bain, Sides, LLC (EBS Wealth), founded Spark in 2004 and co-founded EBS Wealth in 2010. He has over 26 years of experience in the financial services industry starting with his role as a registered representative in 1994. His initial experience came from Edward Jones where he built and ran a profitable office until 1997. Mr. Bain joined Edward Jones after graduating Magna Cum Laude with a Bachelor of Science in Economics and a Bachelor of Arts in Business Management from North Carolina State University. After spending 2 year at Linsco Private Ledger as a financial advisor, Mr. Bain co-founded Synergy Investment Group, LLC, an independent broker-dealer, in June 1999 and served as the firms Chief Operating Officer and Chief Financial Officer. In 2007, he orchestrated the acquisition of Centura Securities from RBC, which was later renamed JBS Liberty Securities. Along with his roles at Synergy, he served as the President of JBS from June 2007 until Oct 2010 when he left to start his own OSJ, EBS Wealth and manage money at Spark. In 2013 he acquired the remaining interest in Spark and now serves as the firms President and Chief Investment Officer. Mr. Bain has been interviewed by WBTV and has written articles pertaining to the stock market for both the Charlotte Observer and Charlotte Business Journal. He has even appeared on the Daily Show with John Stewart in a segment with Stephen Colbert pertaining to investing. Mr. Bain holds the Series 7, 24, 27, 53, 55, 63 and 65 licenses in addition to a life, accident and health insurance license.

About Spark Asset Management

We are a small, NC registered RIA that provides face to face, asset management services with cutting edge technology. Our institutional style asset management allows us to provide individual investors with $50,000 to $5 million with a portfolio strategy that meets their needs and objectives.



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

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


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 has held the Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning since 2003 and 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 an active member of Verdict Ridge Country Club, the Investments & Wealth Institute and the Financial Services Institute. Tony is also a board member of Sally's YMCA and East Lincoln Betterment Association. He resides in the Lake Norman area 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.



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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.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

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.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

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?