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Find Top Financial Advisors in Statesville, 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 Statesville, North Carolina
Last Updated - 31-Jul-2022

Statesville has 6 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 12 non-vetted advisors in your local area. These financial advisors in Statesville, North Carolina have an average of 16 years of experience.

NOTE: The list of financial advisors in Statesville, 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 Statesville, North Carolina.

Qualified Financial Advisors in Statesville, North Carolina
Financial Advisor Experience AUM Minimum Assets Fee Structure
Brent McDonald
AIF®
TAR HEEL WEALTH MANAGEMENT
1333 2nd Street NE Suite 303,
Hickory, NC 28601
16 Not Specified Not Specified Fee-Based
Antonio V. Porretta
Accredited Asset Management Specialist (AAMS®), 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 $135,000,000 $500,000 Fee-Based
Alex Calott & Austin Powell
CFP®
BLUE FINANCIAL
5970 Fairview Road Suite 712,
Charlotte, NC 28210
Not Disclosed Not Specified Not Specified Fee-Based
Mike Allison
BLACKBRIDGE FINANCIAL
4777 Sharon Road,
Suite 540,
Charlotte, NC 28270
16 Not Specified Not Specified Not Specified
Kelli Smith
CFP®, CRPC®
EDELMAN FINANCIAL ENGINES, LLC
717 Green Valey Rd.,
Suite 200,
Greensboro, NC 27408
8 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Statesville

Qualifications CRD# 4845727
Firm CRD# 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 today's increasingly complex financial environment by designing financial plans tailored to the client's specific goals and objectives. He currently resides in Hickory with his wife, Michelle.

About Tar Heel Wealth Management

At our firm, we have the client - and only the client - in 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 that's 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# 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, Insurance Planning


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

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


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, Based on Assets, Commissions


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# 5200617
Firm CRD# 168267


Office Location 4777 Sharon Road,
Suite 540,
Charlotte,
NC
28270
Phone Number 980-288-5477

For the past 16 years, Mike has been helping high net worth private clients navigate the confusing landscape of financial services, investments and retirement planning, while ensuring they have proper guidance and management. One of Mike's greatest strengths is his ability to explain, in simple terms, complex and often confusing financial subjects. This focus on education quickly puts clients at ease and establishes a level of trust and confidence that leads to long-lasting relationships.

About Blackbridge Financial

We are a fee-only private wealth management practice that acts as a fiduciary for our clients. Our typical client is a business owner or professional that needs to achieve a monthly income goal in retirement and our team builds a customized portfolio to exceed this goal while taking the least amount of risk. We also provide financial planning, retirement planning and tax-efficient investing.


Qualifications CRD# 6519874
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 717 Green Valey Rd.,
Suite 200,
Greensboro,
NC
27408
Phone Number 919-747-6052

I partner with my clients to help them envision their future and build a plan around what's most important to them. When I'm not working, I spend time with my family, staying active and exploring the state of North Carolina.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


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

Firm Name AUM No. of Clients Fee Structure
Professional Wealth Management Services Llc
211 South Center Street , Suite 417,
Statesville, NC 28677
$117,700,055 180 A percentage of AUM
Fixed fees

    List of Additional Advisors in Statesville, North Carolina*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Sheri Bistreich and Associates
    Inquire with Sheri
    642 Signal Hill Drive Ext, Statesville, NC  28625 704-872-8181
    Sheri Bistreich
    Inquire with Sheri
    642 Signal Hill Drive Ext, Statesville, NC  28625 704-872-8181
    William M. (Bill) Neely, CLTC, LUTCF
    Inquire with William
    1310 Davie Ave, Statesville, NC  28677 704-878-0663
    Capital Management Group of the Carolinas, Inc.
    Inquire with Capital
    113 North Center Street, Suite 300, Statesville, NC  28677 704-878-6677
    Edward Jones
    Inquire with Edward
    1837 E Broad St, Suite B, Statesville, NC  28625 704-873-1857
    Edward Jones
    Inquire with Edward
    118 East Broad Street, Statesville, NC  28677 704-872-6387
    Edward Jones
    Inquire with Edward
    140 N Center St, Suite 112, Statesville, NC  28677 704-838-0855
    Edward Jones
    Inquire with Edward
    3440 B East Broad Street, Statesville, NC  28625 704-872-5289
    Edward Jones
    Inquire with Edward
    1837 E Broad St, Suite B, Statesville, NC  28625 704-873-1857
    Edward Jones
    Inquire with Edward
    187 Turnersburg Hwy, Suite B1, Statesville, NC  28625 704-500-0138
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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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