Find Top Financial Advisors in Kernersville, North Carolina

Finance is more than a profession to meits a passion I bring to my work every day. I hold a bachelors degree in business management and economics, with a focus on finance. My approach goes beyond numbers and asset management; it centers on client goals and values. My process is simple: I take the time to understand client goals and offer solutions designed to support the goals because I believe the best returns are measured in moments, not markets.

At the heart of my practice is a belief that the best returns are measured in moments, not markets. I partner with clients to build personalized financial strategies that support the life they want to livenow and in the future.

My approach integrates portfolio management, retirement planning, risk management, and tax-aware strategies, all tailored to each client's unique goals. Through collaboration with a network of legal, tax, and insurance professionals, I deliver holistic, values-based financial guidance with clarity and care.

Whether you're planning for retirement, managing a business, or navigating a life transition, I provide disciplined advice grounded in long-term thinkingand measured by what matters most to you.

Known as "Coach Pete" on the radio, Mr. D'Arruda has over 32 years in the financial arena with NO complaints. Coach Pete is also a SMARTVESTOR PRO with Dave Ramsey.

He has authored 8 books and co-authored 8. Two of his books have reached the best-sellers list on Amazon. The most noteworthy book, Successonomics, is one that Coach Pete co-authored with Steve Forbes. But, by far, his favorite book just happens to be his most recent, 7 Baby Steps to a ridiculously Reliable Retirement Income. His newest book, AMERICA ASKS COACH is a great read as well.

He has just been named to the prestigious Forbes Leadership Council and will be submitting at least 6 articles a year to Forbes. He is a graduate of The University of North Carolina.

He is a proud father of daughter, Caroline, age 19 with his wife, Kim.

A+ rating with the BBB (Better Business Bureau) and the National Ethics Association.

Known as "Coach Pete" to his listeners and clients, Coach Pete and his firm are a committed group of professional fiduciaries dedicated to providing superior investment advice to their high networth clients. Coach Pete is also a SMARTVESTOR PRO with Dave Ramsey.

A fiduciary is any person or institution that has the power to act on behalf of another in situations that require great trust, honesty, and loyalty.

His radio show, "The Financial Safari" first aired in 2005 and can be heard weekly on more than 50 stations nationwide. Other Shows founded and hosted by Coach Pete are AMERICA'S 401K SHOW, ROCK ON RETIREMENT, and A+ RETIREMENT. All these shows are heard weekly throughout North Carolina and much of the nation.

Also known as the King of Income Planning, Coach Pete's approach to systematic, lifetime income planning is followed by many who wish to reduce retirement worries.

The firm provides personalized investment and income strategies as well as tax and estate evaluation for all sizes of portfolios and estates.

Call today and see if this is the family atmosphere you've always wanted.

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What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

We serve as trusted partners in helping families plan for and enjoy a fulfilling retirement. Our approach is highly personalized-each financial plan is crafted to reflect your specific circumstances, goals, and values. As an independent fiduciary firm, we place your interests first and operate with complete transparency. Our comprehensive planning process integrates investment management, retirement income strategies, tax-efficient planning, and legacy preservation to build a cohesive roadmap for your future. At Horizon Financial, everything we do is centered around you. We're here to help you navigate life's changes with confidence and take an active role in shaping your financial future.

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

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

Ken Nelson started in the investment industry in Manhattan immediately after the crash of 1987. He earned an Engineering degree from Tufts University and has very strong quantitative skills as evidenced by his perfect Math SAT score, and State Chess Championship. He became a branch manager of a major brokerage firm at age 26, one of the youngest in his firms history.

Ken has provided economic commentary on TV and radio since 1990. He can be heard in the Triangle on 680AM. Ken earned his MBA (3.9 GPA) from Duke University in 2001. At graduation, Ken was asked by his Professors to return and guest lecture. Ken has guest lectured at Duke in the MBA program and Olli Program. Prior to the Covid pandemic in 2020, Ken taught a class on "The History of Money and Financial Markets" in the Olli Program. He is in the process of turning his course into a book.

Ken has utilized Duke, UNC,and NC State Phd candidates, Masters candidates and undergraduates as interns since 1991. They help Ken with his academic research in the financial markets.

Ken and his fiance' have 10 children and 6 grandchildren. Ken coached boys and girls soccer at the recreational, Challenge and Classic level periodically from 1992 - 2012 (mostly with CASL). Ken loves soccer, chess, skiing, history, and investments. While Ken has 35 years in the industry, he hopes to work 35 more. His investment practice is a family affair. His fiance' and son also work in the investment practice.

We are a committed group of professionals dedicated to providing superior investment advice to our corporate and high net worth clients. We average over 30 years of experience in the financial industry. We strive to provide the best, most professional and personalized service possible. We act honestly, with pride and integrity, and always in the best interest of our clients. We earn our clients trust and respect. We believe our knowledge, combined with the exceptional service we provide, ensure our clients are proud to recommend us to their family members, colleagues and friends.

Also located at 9121 Anson Way, Suite #204, Raleigh NC, 27615

We stand out as financial advisors with a unique approach. Our team brings together a CERTIFIED FINANCIAL PLANNER^™, a mechanical engineer, an MBA holder, and a former manager from a leading investment company, each with decades of experience.

The combination of our diverse backgrounds, education, and extensive experience empowers us to think outside the box and challenge conventional wisdom in our investment planning approach.

We have a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.

No one strategy fits everyone, which is why every client gets our undivided attentionfrom planning to execution to follow-up.

Mike Allison uses a financial-planning-first approach to working with his clients. It starts with getting on the same page about the goals of a client and the needs of their household. That firm understanding is the bedrock for mapping out a plan to address any financial desires and concerns with investments and risk mitigation strategies.

He is a seasoned financial planner with a passion for helping individuals and businesses achieve their financial goals. He began working in the financial industry in 2006.

Prior to joining Blueprint Financial Advisors in 2025, Mike held key roles at well-known financial institutions. These experiences allowed him to hone his skill in portfolio management, risk assessment, and investment planning. He also built a reputation for delivering personalized financial advice and comprehensive financial plans, as he guided clients through various market conditions and ensured their financial concerns aligned with their unique objectives.

Outside of the office, Mike is a golfer by day and avid reader by night. He dabbles in other outdoor activities as well, such as tennis and pickleball. Fiction titles and biographies are his favorites for books, and a recent read he recommends to others is "The Texas Rangers: A Century of Frontier Defense" by Walter Prescott Webb.

Blueprint Financial Advisors is an independent financial planning and wealth management firm.

We strive to demonstrate the following core principles in every interaction you have with us: Our interests are aligned with yours Partnership means real service, not lip service We seek optimal solutions, not just whatever is most available or easiest to implement Our approach is holistic, capable of supporting your complete financial life

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.

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.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with personalized information, services, and products to help you reach your goals. Strategic Investment Partners is a sub-branch of Conway & Company Financial Services. We operate as FIDUCIARIES so we are ethically and legally required to invest our client assets in their best interest.

A long-term perspective of the Dow Jones Industrial Average reveals the reality there are extended periods of time which the US equity market will trend upwards, and also long periods of time where the market will instead stagnate or move generally lower. Our Fact-Based Strategy - Underpinning our Fact-Based strategy is a set of core beliefs about the market.

These core beliefs are:

1. We don't know where the market will go - and neither does anyone else.

2. Wherever the market goes, it will get there by trending.

3. Along the way, there will be outperformers and underperformers.

Armed with these three core beliefs, we are well equipped to handle whatever the market brings - ALL WITHOUT HAVING TO MAKE A SINGLE PREDICTION. Using supply and demand analysis, our Fact- Based strategy concentrates on identifying outperformers to include in our portfolios. Together, they give us the "when" and "what" - the two essential ingredients of success.

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.

Tony is the founder and lead financial advisor of ACM Wealth Management. Tony is a Registered Investment Advisor and currently holds the Series 7, 63, 65 and 31 licenses. Additionally, he is a Certified Investment Management Analyst (CIMAAAMS^®) 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 by Charlotte Magazine in 2024, 2018, 2017, 2016, 2015, 2014, 2013, & 2012 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, the Investments & Wealth Institute and the Financial Services Institute. Tony is a past board member of Sally's YMCA and East Lincoln Betterment Association. He resides in the Lake Wylie area of Charlotte and also maintains a home in Lake Lure 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.

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.

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.