We Have Listed The Top 10 Financial Advisors In Raleigh To Help You Choose The Best Professional For Your Needs.
At our Raleigh Branch, you’ll find friendly, personalized help from an experienced team. Plus, you’ll have access to expertise, specialists, and insights to help you reach your own specific goals. As members of your local community, we welcome you and are committed to giving you transparent, straightforward answers to your questions. We offer: Wealth management Investment advice Retirement planning Portfolio management You’re not just a client at Schwab. We believe in partnering with you and getting to know you so we can work together on your terms. We provide access to commentary and insights from Schwab experts and advice that is understandable, relevant, and actionable. We offer a broad range of investment options from leading asset managers across the industry, not just our own. We’ll be open and honest in all aspects of our relationship, including what you pay for our services and the thinking behind our advice. We design our products and services with a goal of driving down costs, so investors have more money to invest. Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost. Local branches are involved in events and organizations to support their communities. Please note that such activities do not reflect an endorsement by The Charles Schwab Corporation or its subsidiaries of such events or organizations. Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and wholly owned subsidiaries of The Charles Schwab Corporation. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Schwab Brokerage), Member SIPC. Deposit and lending products and services are offered by Charles Schwab Bank, Member FDIC and an Equal Housing Lender. There are eligibility requirements to work with a dedicated Financial Consultant. Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation for which there are important differences including, but not limited to, the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.
Address: 7100 Six Forks Road, Suite 135, Raleigh, NC 27615
Phone: 919-803-3801
Our founders, Chip Hymiller, AIF®, CFP®, and Erin Campbell, CPA/PFS, CFP®, recognized early on that individuals and families face complex and interrelated financial issues especially when it comes to retirement planning, investment management and tax planning. The two established Beacon Financial Strategies in 2004 with a commitment to providing clients with a breadth of knowledge in comprehensive financial planning that most investment advisors lacked. Learn more about Beacon’s history by listening to our podcast Finance in a Flash: The History of Beacon Financial Strategies. Based in Raleigh, N.C., we draw on our tax knowledge to drive the financial and investment decisions that we help our clients make, while taking a long-term perspective toward achieving their goals. In addition to emphasizing tax efficiency in investments, as your advisors, we will develop a plan to help optimize taxes when it comes time to take distributions from your retirement accounts. Moreover, as a fee-only, fiduciary advisory firm, we do not accept commissions or payments from other financial companies. Instead, we provide independent advice and embrace our legal obligation to make recommendations that are always in your best interests.
Address: 555 Fayetteville St. 3rd floor Raleigh, NC 27601
Phone: 919-213-8731
Website: https://www.carsonwealth.com/locations/raleigh-nc-fayetteville-st/
Our financial advisors in Raleigh work with small business owners, military veterans and those starting on their financial journey to develop custom solutions that meet their needs, now and in the future. As financial advisors, we strive to explain complex financial ideas in a way that empowers our clients to make smart, thoughtful decisions. We’re excited to instill confidence into the financial decision-making process and encourage clients to stay on the path towards their goals. Our financial advisors in Raleigh leverage our expertise and longstanding experience to serve clients in central and eastern North Carolina. Our comprehensive services include goal-based financial planning, portfolio management, debt management, risk management, estate planning, income tax planning and retirement income planning, including profit-sharing plans and cash balance plans. Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property – you have an estate.
Address: 1511 Sunday Drive Suite 300 Raleigh, NC 27607
Phone: 919-851-8200
Website: https://www.financialsymmetry.com/
We are an independent, employee-owned financial advisory firm in the Triangle area of North Carolina that provides financial services on a fee-only basis. Our team of financial advisors put your interests first by helping with financial planning, investment management, retirement planning, tax planning, social security analysis, college planning, 401k allocation and estate planning. We would love to help you with your financial planning questions and create a plan to help you reach your goals. Find out how we take a different approach to managing your finances. Our Wealth Management Service offers ongoing monitoring and implementation of your complete financial situation. This service is similar to running a marathon—just because you have trained for and completed one doesn’t mean that you’ll be in the best shape of your life forever. A plan is no different. As your financial situation changes and becomes more complex, it’s harder to account for all of the factors necessary to make good decisions.
Address: 8352 Six Forks Road #201 Raleigh, North Carolina 27615
Phone: 919-848-9999
Mercer Advisors has over 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more. We’ll match you with a financial advisor in Raleigh that best fits your needs. Our wealth advisors strive to understand your financial situation and guide you on the path to grow your wealth, attain Economic Freedom™, and succeed in your life journey. Our Raleigh financial advisors specialize in helping individuals, families, foundations, endowments, and businesses with comprehensive wealth management services including: - Retirement planning - Trusts and estate planning - Tax planning and return filing - Insurance analysis - Long-term care/Medicare planning - Company retirement plans - Social security optimization - Tax-efficient investing - Socially responsible investments - Foundations & non-profits - Donor advised funds & charitable trusts - Education/college planning - Cash-flow/budget optimization The majority of our clients reside inside the Raleigh/Triangle area, although our client relationships extend throughout North Carolina. Major segments of our client base include retirees, those getting ready to retire, and those within five to ten years of retirement age. Overall, our clientele is quite diversified by occupation, income level and net worth. Our experienced, credentialed team provides financial planning services to help clients create, grow and preserve assets, manage risks, retire and age comfortably. Our financial planning guidance encompasses all the core planning disciplines — goal definition, cash flow management, debt reduction, income tax planning, retirement readiness, education funding, investment planning, risk management, and estate conservation and distribution — and is custom-tailored to meet each client’s particular circumstances (a one-size-fits-one roadmap to wealth management). Our structure and approach promote long, meaningful relationships with our clients. Their goals are our goals. Knowing we have made a positive impact on someone’s life is indeed the most satisfying part of our work.
Address: 212 West Millbrook Road Raleigh, NC 27609
Phone: 919-847-2981
Website: https://www.markvitekcpa.com/home
For years, Mark Vitek, CPA, P.A. has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. Mark Vitek, CPA, P.A. is one of the leading firms in and throughout the area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year. Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Mark Vitek, CPA, P.A. is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area's business community for years, and pride ourselves on the level of esteem we have earned. Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Mark Vitek, CPA, P.A. receive competent and timely advice.
Address: 7980 Chapel Hill Road, Suite 135 Cary, NC 27513
Phone: 919-852-1215
Website: https://raleighwealthsolutions.com/
We believe everyone should be able to live the retirement they’ve always wanted. Instead of a “one-size-fits-all” retirement plan, we believe in a tailored plan with your needs, values and goals at the heart of it all. At Raleigh Wealth Solutions, we can help you better understand and manage your finances, reduce the stress of retirement planning and enjoy your retirement the way you have always dreamed, with income to last. When we review your portfolio, we’ll take a look at your current financial situation and help discover where your retirement goals lie and how we can help you get there. Our Comprehensive Planning Review (CPR) will help you define your values and goals and move toward a plan to reach them. Our Second Opinion Service (SOS) is ideal if you’ve been following a plan — or have a partial plan in place — but want to ask questions or explore whether you’re still on the right track. Prepare for retirement by putting your hard-earned assets to work. Protect the assets that can help you live the retirement you’ve always imagined. Provide for the people and causes you care about the most.
Address: 1100 Logger Court Suite B 101 Raleigh, NC 27609
Phone: 919-876-4926
Website: https://www.ffgplanning.com/
FIRST Financial Group is a fee-only financial advisor in Raleigh, NC, serving clients locally and across the country. We are a fiduciary and as such, legally bound to always act in our client’s best interest. Our mission is SIMPLE: to provide honest and trustworthy financial advice and management while rendering a superior personalized client experience. Tommy G. Lewis, II founded FIRST Financial Group in 1994. His dream was to create an independent financial services organization that would always put his client’s needs ahead of product companies. To further his dream, in 2012, FFG became a fee only Registered Investment Advisor. As an RIA, FFG is held to the highest standard; we are a fiduciary and legally required to always act in our client’s best interest. At FFG our role is to help you make smart, well-informed decisions about your money. Because we are not bound by any product companies, we can offer a variety of investment solutions. We put you FIRST!
Address: 315 South Salem Street #422 Apex, NC 27502
Phone: 919-589-2528
Website: https://www.bluewaterportfolios.com/service-areas/raleigh
We work as an independent registered investment advisor. We are not an advisor of, or owned by, a brokerage firm or insurance company. We are completely independent from any outside influence. Bottom Line: We are not driven by sales quotas. We work for you. Our independence allows us to provide unbiased advice. “Fee-Only” means we do not accept commissions, referral fees, company kickbacks, or other incentives for the advice we provide. All of our compensation comes from our clients in a direct and fully-disclosed manner. Clearly this is different than a commissioned-based salesperson. Maybe not so obvious is when someone is “fee-based” though. Fee-based typically means they charge fees AND collect commissions. Remember, Fee-Based is not Fee-Only. Bottom Line: Since we have removed commissions, etc. from the equation, we have no incentive but to offer you our best advice. We accept fiduciary responsibility by acting in the best interest of our clients, and putting those interests ahead of our own. Although you may assume all advisors do this, many brokers/advisors will not, or are not allowed, to hold themselves out as a fiduciary. Bottom Line: You can trust us to work in your best interest. As CERTIFIED FINANCIAL PLANNER professionals, the Blue Water team has many years of training and experience in retirement planning, financial analysis, investment strategy, and portfolio design and management. We use our expertise to integrate our knowledge of retirement planning, investments, taxes, insurance, debt, and estate planning into personal advice that’s focused on your goals.
Capitol Financial Solutions is a financial planning firm that focuses on working with business owners, entrepreneurs, and professionals. Through our affiliation with Royal Alliance Associates, Inc. we are able to provide a full suite of services that include financial planning, securities, and insurance. This affiliation provides us with comprehensive support including up-to-date industry information, service, and technology as we address your diverse needs. Royal Alliance is an independent broker/dealer and wealth management firm with offices throughout the United States. Royal Alliance provides advisors with back office, technology, regulatory and operational support. This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.