Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
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
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.
Hickory
has
3
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
14
non-vetted advisors in your local area. These financial advisors in
Hickory
,
North Carolina
have an average of
23
years of experience.
NOTE: The list of vetted financial
advisors in
Hickory
,
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
Hickory, North Carolina.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 22 Years | $50,000,000 | $250,000 | Fee-Based | |
| 24 Years | $120,000,000 | $500,000 | Fee-Based | |
| Not Disclosed | Not Specified | Not Specified | Fee-Based |
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.
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
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.
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.
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!
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 318 2nd Ave NW, Hickory, NC 28601 | 828-324-1422 | |
| 34 2nd St NW, Ste 300, Hickory, NC 28601 | 828-324-0127 | |
| 34 2nd St NW, Ste 300, Hickory, NC 28601 | 828-324-0127 | |
| 439 4th Street SW, Hickory, NC 28602 | 828-569-2785 | |
| 1375 Lenoir Rhyne Boulevard SE, Suite 101, Hickory, NC 28602 | 828-328-9551 | |
| 1732 North Center St, Hickory, NC 28601 | 828-327-2014 | |
| 215-B First Avenue SW, Hickory, NC 28602 | 828-304-1023 | |
| 1732 North Center St, Hickory, NC 28601 | 828-327-2014 | |
| 1410-B Old Lenoir Road, Hickory, NC 28601 | 828-322-3565 | |
| 307 2nd Street NE, Hickory, NC 28601 | 828-328-8111 |
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?
