Best Financial Advisors in Wilmington

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Ascendor Wealth LLC logo

Ascendor Wealth LLC

5700 Oleander Drive, Wilmington, NC 28403
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  • 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.

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Brenneman Independent Planning logo

Brenneman Independent Planning

5028 Randall Parkway, Wilmington, NC 28403
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  • 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.

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Inspire Financial Planning logo

Inspire Financial Planning

1213 Culbreth Dr, Wilmington, NC 28405
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  • 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.

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Mansonboro Advisors logo

Mansonboro Advisors

5815 Oleander Drive Suite 105, Wilmington, NC 28403
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  • 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.

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Old North State Wealth Management logo

Old North State Wealth Management

1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403
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  • 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.

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Pathfinder Wealth Consulting logo

Pathfinder Wealth Consulting

4018 Oleander Drive, Suite 102, Wilmington, NC 28403
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  • 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.

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Tilia Fiduciary Partners, Inc. logo

Tilia Fiduciary Partners, Inc.

32 N. Front Street, Wilmington, NC 28401
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  • 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.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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