Laurels

Best Financial Advisors in Wilmington
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Wilmington, NC

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Ascendor Wealth LLC

Ascendor Wealth LLC

  • Wealth Management

Ascendor Wealth LLC is a wealth management firm that serves the residents of Wilmington and the surrounding areas. It provides various financial planning solutions, including cash management, income tax planning, estate planning, retirement planning, and insurance strategies. It also advises clients on their investment portfolios, which may include stocks, bonds, mutual funds, private equity, and alternative assets. Founding partner Rick Graves has been working in the industry for over two decades. He is a practicing attorney and Certified Financial Planner.

5700 Oleander Drive
Wilmington, NC 28403

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Brenneman Independent Planning

Brenneman Independent Planning

  • Certified Financial Planner (CFP)

Brenneman Independent Planning is a boutique financial advisory company that serves clients in Wilmington and the surrounding metro areas. The firm caters to the financial needs of individuals who are retired or are approaching retirement and businesses owners. Its financial advisors guide clients in developing well-informed retirement and business planning strategies that involve investments, insurance, tax, estate, and financial planning. Matthew Brenneman, the company's founder, is a Certified Financial Planner who opened his independent firm in 2012.

5028 Randall Parkway
Wilmington, NC 28403

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Inspire Financial Planning

Inspire Financial Planning

  • Chartered Financial Analyst (CFA)

Inspire Financial Planning offers comprehensive wealth management to the locals of Wilmington and the surrounding areas. The plans offered to each individual client are custom-tailored to their needs which cover investment portfolios, personal and commercial real estate, life insurance, businesses, social security income streams, and future inheritance. Inspire Financial Planning is an independent fiduciary that comprises Certified Financial Planners and Chartered Financial Analysts. The founder, Jeff Headrick, is a private wealth advisor with over 19 years of experience.

1213 Culbreth Dr
Wilmington, NC 28405

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Mansonboro Advisors

Mansonboro Advisors

  • Certified Financial Planner (CFP)

Mansonboro Advisors is a financial planning firm that serves clients in Wilmington. It helps clients in achieving their financial objectives through investment management, tax planning, and retirement planning services. Its financial planning team is composed of John Glasgow, Alex Hargrove, A. Ryan Burton, and Ramona Whiteside, who have more than 90 years of combined industry experience. They examine clients' risk tolerance, timetables, and financial objectives when creating a program that balances investment strategies and capital preservation.

5815 Oleander Drive Suite 105
Wilmington, NC 28403

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Old North State Wealth Management

Old North State Wealth Management

  • Tax Planning
  • Wealth Management

Based in Wilmington, Old North State Wealth Management caters to clients throughout the metro. It works with individuals to create comprehensive financial plans and provides guidance on matters involving college funding and retirement planning. The company also helps clients allocate capital for various types of alternative investments, including inverse mutual funds and managed futures. Its other services include estate planning and tax management. The company's managing partner, Paul Knott, serves as a member of the New Hanover County Estate Planning Council.

1430 Commonwealth Drive, Suite 200
Wilmington, NC 28403

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Pathfinder Wealth Consulting

Pathfinder Wealth Consulting

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Pathfinder Wealth Consulting is a financial advisory company based in Wilmington that commits to being its clients’ accountability partner. The fiduciary firm offers financial planning, investing, insurance, retirement, legacy, and business planning services. It guides clients through a process to create a comprehensive plan, from asset accumulation and growth to succession and legacy planning. The firm’s president, Robert Penn Jr., is a CFP and a Chartered Retirement Plans Specialist, while the CEO, Jason Wheeler, is also a CFP and has an Accredited Investment Fiduciary designation.

4018 Oleander Drive, Suite 102
Wilmington, NC 28403

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Tilia Fiduciary Partners, Inc.

Tilia Fiduciary Partners, Inc.

  • Finance Planning

Since 2011, Tilia Fiduciary Partners, Inc., has been serving individuals, families, small business owners, and charities throughout Wilmington. It helps clients protect their wealth and secure their future by providing them with a wide range of services, including investment planning, portfolio management, and retirement plan consulting. Its professionals analyze customers' specific situations and create an investment plan that matches their needs and financial goals. John Nesselroade, one of the company's managing directors, carries over 10 years of experience in business development and global marketing.

32 N. Front Street
Wilmington, NC 28401

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

28 (Best)

Score Consistency:

Consistent (Best)

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