Best Financial Advisors in Charlotte

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Charlotte, NC

Business Description

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.

Reputation:

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.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free consultation

Abiding Wealth Advisors logo
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Abiding Wealth Advisors

Charlotte, NC 28277
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Business Description

Abiding Wealth Advisors offers a truly comprehensive range of financial advice and guidance. Its specialties include investment management, education planning, retirement planning, estate planning, tax planning, and trust solutions. It also provides strategic business advice, risk management services, and help with charitable giving.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
ACM Wealth Management logo
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ACM Wealth Management

1927 South Tryon Street, Suite 205, Charlotte, NC 28203
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  • Retirement Planning

Business Description

ACM Wealth Management is an independent financial advisory firm that services clients in Charlotte and its adjoining areas. Founded in 2009, the firm uses its Envision Process, which allows its advisors to create customized strategies and roadmaps to get and keep clients on track of their financial goals. Some of the firm's services include college expense planning, retirement planning, portfolio management, and insurance and risk management. The firm has been featured in known publications like The Wall Street Journal, Thomson Reuters, and Charlotte Business Journal.

Belmont Capital Advisors, Inc. logo
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Belmont Capital Advisors, Inc.

123 North Main Street, Belmont, NC 28012
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  • Certified Financial Planner (CFP)

Business Description

Belmont Capital Advisors, Inc. is an independent firm that offers financial solutions to clients in Charlotte and the surrounding community. The services include retirement planning, investment planning, estate planning, IRA/401(k) rollovers and conversions, and tax planning strategies. Company founder Joseph Patrick Roop started his investment career in 1992. He was the advisor for several major banking institutions and investment firms before starting his own firm in 2009. Roop serves as the firm's president and chief investment strategist.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Calamita Wealth Management logo
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Calamita Wealth Management

6135 Park South Drive, Charlotte, NC 28210
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  • Estate Planning
  • Retirement Planning
  • Tax Planning

Business Description

Calamita Wealth Management is a company in Charlotte that provides clients with a variety of financial services. It can help clients make financial plans aimed towards specific goals, including education and retirement. Estate planning services are available as well. In addition, its staff can manage a client's portfolio, carrying out asset allocation models that meet the client's specifications. Todd Calamita, the company's managing partner, holds a master's degree in business administration. He was featured on various media outlets, including the Financial Bootcamp series on WCNC-TV.

Reputation:

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.
5.0
Google
5.0 / 5 (8)
Cannon Advisors logo
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Cannon Advisors

2108 South Boulevard, Charlotte, NC 28203
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  • Retirement Planning
  • Insurance Products
  • Private Wealth Advisor

Business Description

Cannon Advisors is a company serving clients in Charlotte and the surrounding areas. The company is divided into Cannon Tax & Accounting and Cannon Advisors, with the latter providing financial planning services to clients. Services offered by Cannon Advisors include investment management and tax coordination as well as cash flow and debt management. Education, business, legacy, estate, and special planning services are also available. Tax consequences that arise from those services can be handled by Cannon Tax & Accounting.

Reputation:

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.
5.0
Google
4.0 / 5 (11)
Facebook
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Charlotte Wealth Advisors logo
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Charlotte Wealth Advisors

3530 Toringdon Way, Charlotte, NC 28277
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  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

Charlotte Wealth Advisors offers comprehensive financial planning solutions to clients in Charlotte and its neighboring areas. Established in 2016, the firm offers a wide array of financial planning services such as investment planning, insurance planning, and estate planning. The business also offers wealth management services to high net worth and ultra-high net worth individuals and families, including capital gains planning, estate planning, and risk management. One of its financial advisors, Chad Pannell, has over 15 years of experience.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Clearview Wealth Management logo
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Clearview Wealth Management

6836 Morrison Boulevard, Charlotte, NC 28211
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  • Estate and Trust Specialist
  • Private Wealth Advisor
  • Tax Preparation

Business Description

Clearview Wealth Management is a financial advisory firm that caters to individuals and families in Charlotte and the surrounding areas. Its financial planning services include examination in various areas, such as cash flow management, employee benefits, estate and retirement planning, and generational transfers. In addition, it offers investment management solutions, such as disciplined rebalancing, portfolio diversification, regular reviews, and tax efficiency and expense control. William E. Clark, the president, is a member of the National Association of Personal Financial Advisors.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Derse Morgen logo
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Derse Morgen

6000 Fairview Road, Charlotte, NC 28210
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  • Retirement Planning
  • Certified Financial Planner (CFP)

Business Description

Derse Morgen is an independent planning and investment firm serving Charlotte and the surrounding communities. It offers retirement planning services to members of the Baby Boomer generation who are nearing retirement and individuals and couples who recently retired. The firm also assists young professionals and people who are starting a business with planning their finances and investing. One of its financial advisors, Patrick Twiest, is a Chartered Financial Consultant and a Certified Financial Planning Practitioner.

Reputation:

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.
5.0
Facebook
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Epic Capital Wealth Management logo
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Epic Capital Wealth Management

6135 Park South Drive STE 527, Charlotte, NC 28210
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  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning
  • Comprehensive Financial Planning

Business Description

Epic Capital Wealth Management is a wealth management company based in Charlotte, North Carolina, with over 25 years of experience in the industry. It helps its clients in designing personalized financial planning and investment management strategies that meet their needs, and are per their wealth management, philanthropic, and legacy planning goals. The firm's services include impact investing, risk management, and estate, investment, tax, retirement, income, charitable, education, and employee benefits planning.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Fairview Financial logo
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Fairview Financial

6100 Fairview Road, Charlotte, NC 28210
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  • Estate Planning
  • Tax Planning

Business Description

Fairview Financial is an independent, family-operated financial advisory firm that has been serving Charlotte and the surrounding areas for more than 18 years. It provides individuals and families with investment management and 401(k) plan advisory services, as well as with tax and estate planning guidance. The Fairview Financial team has a combined experience of more than 40 years in the wealth management industry. Founder and president Paul M. Jeffrey has previously worked for Wells Fargo, UBS, and Merrill Lynch.

Reputation:

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.
5.0
Forth Financial Group logo
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Forth Financial Group

11430 North Community House Road, Charlotte, NC 28277
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  • Estate Planning

Business Description

Forth Financial Group is a service company that has been operating in Charlotte for more than 31 years. It brings over nearly 100 years of combined experience in the field, offering a wide range of services for individuals and businesses, including estate planning, investment management, business succession plans, and employer-sponsored retirement plan. Cash balance plans are also available for high-income business owners. One of Forth Financial Group's professionals, Bruce D. Henning, has almost 35 years of experience in the financial services industry.

Reputation:

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.
5.0
Google
5.0 / 5 (2)
Greenway Wealth Advisors logo
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Greenway Wealth Advisors

1920 Abbott Street, Charlotte, NC 28203
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  • Estate Planning

Business Description

Greenway Wealth Advisors is an independent financial firm that serves clients in Charlotte. It provides custom-curated financial planning and investment services to individuals, families, and businesses. The firm assists clients with their savings, debt repayments, estate plans, insurance policies, and investments. It also offers a technology tool that allows clients to access their financial profiles online. The firm's founder, Nick Foy, has been in the financial management industry since 2007. Foy is also on the advisory board for the Dreamcatchers Society at Levine Children's Hospital.

Hobart Financial Group logo
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Hobart Financial Group

7733 Ballantyne Commons Parkway, Charlotte, NC 28277
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  • Certified Financial Planner (CFP)

Business Description

Hobart Financial Group is an independent financial advisory firm that caters to clients in Charlotte. The company offers a range of financial and wealth management services, including asset protection, investment advisory, tax minimization planning, annuities, infinite banking, and life insurance. Hobart Financial Group carries over 10 years of industry experience. The firm was featured in a number of national media outlets such as The Wall Street Journal, Reuters, Fox Business, MarketWatch Radio, and CNBC.

Reputation:

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.
4.9

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Linden Thomas and Company logo
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Linden Thomas and Company

516 North Tryon Street, Charlotte, NC 28202
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  • Retirement Planning

Business Description

Linden Thomas and Company is a wealth management firm serving clients in Charlotte. It helps clients in achieving their financial goals by offering investment services that include estate planning, equity index management, and educational planning. Founder Stephen L. Thomas started his career with EF Hutton in 1987 where he learned the importance of portfolio management. Since 2008, the firm has been recognized for its contributions to the field of financial planning and wealth management by several magazines, including Forbes, Barron's, and Financial Times.

Reputation:

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.
5.0
Google
5.0 / 5 (45)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
McShane Partners Wealth & Investment Advisory logo
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McShane Partners Wealth & Investment Advisory

338 South Sharon Amity Road, Charlotte, NC 28211
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  • Estate Planning

Business Description

McShane Partners Wealth & Investment Advisory is a boutique firm serving high-net-worth individuals in Charlotte. It helps manage investments and assets through financial solutions, such as risk assessment, estate and trust planning, and charitable giving. In addition, it also offers socially responsible investing for clients seeking to build portfolios that are aligned with their personal values. The firm and its associates are members of several organizations, including the Financial Planning Association, the Social Investment Forum, and the CFA Institute.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Modera logo
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Modera

7615 Colony Road, Charlotte, NC 28226
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  • Retirement Planning
  • Tax Preparation
  • Tax Planning

Business Description

Modera Wealth Management is an investment planner and financial advisory service in Charlotte that serves local individuals, families, medical professionals, executives, business owners, and retirees. Its services include retirement/life transitions, income tax strategy, investment management, estate planning, and family wealth transfer. It also offers risk management solutions and philanthropic planning. Modera Wealth Management was established by Gary Greenbaum of Greenbaum & Associates in 1983 as a fee-only advisory firm. In 1995, Greenbaum enters into a partnership with Tom Orecchio.

Reputation:

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.
4.0
Google
3.5 / 5 (94)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Parsec Financial logo
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Parsec Financial

227 West Trade Street, Charlotte, NC 28202
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  • Certified Financial Planner (CFP)

Business Description

Parsec Financial is a registered investment advisor (RIA) that offers investment management, financial planning, tax planning, trust services, and business retirement services to over 1,890 families and businesses. Founder Bart Boyer started the firm in 1980 out of the lower level of his home before opening his first office in 1987 on Wall Street. Over 40 years later, the firm now has six offices across the state, one of which is in Charlotte.

Reputation:

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.
3.9

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Shepherd Wealth Partners logo
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Shepherd Wealth Partners

3122 Fincher Farm Road, Matthews, NC 28105
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  • Private Wealth Advisor

Business Description

Shepherd Wealth Partners is a financial advisory company serving clients in Charlotte and the local areas. It offers financial planning, biblically responsible investing, and wealth management. Shepherd Wealth Partners is owned by Charles Terry, who has been in the industry since 2006. He is a Certified Financial Planner and a mathematics major from a local university. Operations specialist Ritchie Brown has been in the back-office role in financial services since 1999. Brown previously worked as the trading director for a large registered investment advisor company.

Reputation:

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.
5.0
Google
5.0 / 5 (13)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Sycamore Financial Planning logo
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Sycamore Financial Planning

525 North Tryon Street, Charlotte, NC 28202
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  • Estate Planning
  • Retirement Planning

Business Description

Since 2011, Sycamore Financial Planning has been helping clients in Charlotte with their financial goals. It offers financial planning services that include budgeting and debt reduction, education funds, investment management, insurance, and retirement strategies. It also handles long-term care planning to help clients protect their assets and achieve their future financial goals. The firm is founded by Chuck Clifton, a certified financial planner and divorce planning specialist. Clifton is also a member of the Garrett Planning Network and the NAPFA.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
T.J. Faber logo
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T.J. Faber

11215 North Community House Road, Charlotte, NC 28277
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  • Estate Planning
  • Retirement Planning

Business Description

T.J. Faber is a financial advisor serving the Charlotte metro and nearby areas. Faber handles financial planning solutions, including retirement, asset allocation, insurance, education, and estate. In addition, this professional handles investment programs that come with two diversified managed portfolios: flex portfolios and Robo solutions. Faber has been a Certified Financial Planner since 2005. He holds a finance degree from a local university and has been a member of the Financial Planning Association since 2015.

Reputation:

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.
5.0
Google
5.0 / 5 (5)
Vertex Capital Advisors logo
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Vertex Capital Advisors

127 Ben Casey Drive, Fort Mill, SC 29708
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  • Certified Financial Planner (CFP)

Business Description

Vertex Capital Advisors is a financial advisory firm that serves residents of Charlotte and the surrounding areas. It assists clients with various financial goals, including retirement planning, real estate planning, insurance planning, debt management, and education funding. Founding member Michael H. Baker has been working in the field of wealth management for more than a decade. He is a member of the National Association of Insurance Financial Advisors, Financial Planning Association, and Investments and Wealth Institute.

Reputation:

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.
5.0
Google
5.0 / 5 (3)
Wealth Enhancement Group logo
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Wealth Enhancement Group

Charlotte, NC 28209
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Business Description

Wealth Enhancement Group is a Charlotte firm that has served Carolina for more than three decades. It helps clients to find strategies for their particular stage of life -- its services include college planning, retirement planning, 401(k) advice, estate planning, and wealth management. It also offers financial planning services that are specially designed for physicians. Wealth Enhancement Group has a focus on community, and it helps the local area through various charitable means.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
WealthPlan Financial Group logo
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WealthPlan Financial Group

15720 Brixham Hill Avenue, Charlotte, NC 28277
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  • Certified Financial Planner (CFP)

Business Description

WealthPlan Financial Group provides holistic financial planning services to clients in the Charlotte area. The firm offers wealth management, risk management, and financial planning solutions to individuals, families, businesses, and corporations. It gives clients access to a wide range of products, such as mutual funds, annuities, equities, and life insurance. Services for alternative investments, including hedge fund programs and managed futures, are also available. WealthPlan Financial Group is affiliated with the Wilson Financial Group and Mann Capital Management.

Reputation:

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.
5.0
Google
5.0 / 5 (16)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Worth Advisors logo
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Worth Advisors

5605 77 Center Drive, Charlotte, NC 28217
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  • Private Wealth Advisor
  • Tax Preparation
  • Tax Planning

Business Description

Worth Advisors is an independent financial planning business serving clients in Charlotte. It offers a wide range of services that include tax planning, investment management, and wealth management. Its registered investment advisors comply with the ethical guidelines set by the CFP Board of Standards. Chief executive officer Glen E. Wright II established the firm to simplify the financial planning and investment management process. He has more than 15 years of industry experience, and he is the creator of a financial planning platform called CoachNetWorth.

Reputation:

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.
5.0
Google
5.0 / 5 (8)
Facebook
5.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Back to Providers

Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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).

Read All FAQS