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20 Best Charlotte Financial Advisors

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We scored 177 Financial Advisors in Charlotte, NC and Picked the Top 20

Modera Wealth Management is a Charlotte-based investment planner and financial advisory service that serves professionals, executives, retirees, and those retiring soon. It also helps people navigate life transitions such as new-found wealth, divorce, or the death of a spouse. The firm has a focus on offering objective advice, and it aims for complete transparency when advising its clients.


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.

ACM Wealth Management is an independent financial advisor that creates custom solutions for its clients, whether they are planning, investing, borrowing, or protecting their assets. The firm has been featured in local publications like Charlotte Business Journal and Charlotte Magazine, but also in national media like The Wall Street Journal, Thomson Reuters, and Fox Business.

Alpha Financial Advisors is an investment management and financial planning specialist with a focus on delivering peace of mind for its clients. It crafts custom solutions for people who need guidance on investments, income tax, cash flow, education funding, risk management, estate planning, and other financial issues.

Belmont Capital provides investment planning, retirement income planning, tax reduction strategies, and estate planning services for its clients. It also specializes in life insurance, social security maximization, rollovers, long-term care, and Roth conversions. The company is accredited with the Better Business Bureau, and it has been published in Fortune magazine. It is conveniently located at 123 North Main Street in Belmont.

Bragg Financial Advisors specializes in investment management, financial planning, and estate planning -- with which is has more than half a century of experience. The company serves families and institutions, offering objective and insightful guidance to both. Bragg Financial Advisors has a reputation for customer satisfaction, and local people hold it in high regard for its excellent personal service.

Carroll Financial 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. Carroll Financial has a focus on community, and it helps the local area through various charitable means.

CAVU Wealth Advisors is a member of the CFA Institute, and it is registered as a Financial Advisor with the National Association of Personal Financial Planners. It is an independent firm with a fee-only structure, and it aims to provide objective advice that enables clients to enjoy their wealth. CAVU Wealth Advisors has offices in Walnut Creek and Charlotte, North Carolina.

Clearview Wealth Management is a registered investment advisor in North Carolina and South Carolina, and it is a member of the Financial Planning Association as well as the National Association of Personal Financial Advisors. The professionals here have worked together for 15 years, and they have more than 60 years of industry experience between them. Clearview Wealth Management is a privately-owned firm that operates on a fee-only basis.

Cornerstone Wealth Planning is a financial planning, investment management, retirement planning, tax planning, and tax preparation specialist that aims to provide clear and practical financial solutions for its clients. The financial professionals here have a reputation for their expertise as well as their customer service, and people are grateful for the detailed and accessible explanations that are available here.

Derse Morgen Financial Advisors helps individuals, families, and business owners in North Carolina to manage their financial affairs. It specializes in retirement planning, insurance, risk management, investment strategies, succession planning, tax minimization strategies, and estate planning. Derse Morgen is an independent firm with a strong commitment to openness and transparency, and it enjoys an excellent reputation among local people for its honesty and integrity. The company's offices can be found on Vanstory Drive in Huntersville.

Eastover Capital Management has almost three decades of professional experience helping individuals and institutions to manage their investments. It operates on a fee-only basis and aims to build long-term, meaningful relationships with its clients. The financial professionals here have decades of industry experience, and they are experts at minimizing costs and taxes. Eastover Capital Management is based in Charlotte, North Carolina, though it serves clients throughout the United States. Its offices can be found on Carnegie Boulevard.

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.

Fairview Financial serves families and individuals in Charlotte as well as across the United States, to whom it has offered professional retirement guidance and financial planning services for almost 15 years. It specializes in investment management, 401(k) advice, annuities, tax minimization strategies, asset preservation, and estate planning.

Gaskin Asset Management is a family-owned firm that guides its clients through every stage of their financial life. They help people to protect their assets, manage their portfolios, plan their retirement, and work to achieve both their short-term and long-term financial ambitions.

Hobart Financial Group has served clients across the United States of America for more than a decade, helping savers and investors to make intelligent financial decisions. The company is well-known for the soundness of its market insights, and its financial advice has featured in numerous national media outlets -- including The Wall Street Journal, Reuters, Fox Business, MarketWatch Radio, and CNBC. Its financial and wealth management services span a vast spectrum -- it specializes in asset protection, investment advisory, tax minimization planning, annuities, infinite banking, life insurance, long-term care, trusts, probate, estate planning, IRA legacy planning, retirement planning, charitable giving, and IRA and 401(k) rollovers. The firm also engages in educational events, client workshops, speaking engagements, and presentations. Hobart Financial Group has an office on Ballantyne Commons Parkway in Charlotte, North Carolina.

JHG Financial Advisors, LLC is an independent company which offers a free online portfolio risk analysis for its clients. It also offers estate and retirement services, as well as wealth management advice, and it has a strong commitment to protecting people from financial risk. The company has offices on Briar Creek Road in Charlotte, North Carolina.

MBL Advisors offers a broad array of financial services for both individual and corporate clients. It helps people with wealth transfers, life insurance, and personal risk management. Its corporate services include executive compensation consulting, business transition planning, and family business guidance. Complimentary consultations are available.

Parsec Financial Wealth Management serves Charlotte, Asheville, Southern Pines, and Tryon in North Carolina. It is a fee-only financial planning company that manages billions of dollars in assets, offering intelligent investment advice for individuals and businesses. The firm has more than 35 years of professional experience, and it has earned a reputation for putting its clients first.

Vertex Capital Advisors helps people in Charlotte to navigate financial hurdles and life transitions. The firm consists of a team of qualified and experienced professionals, which includes a Certified Financial Planner and a Chartered Retirement Planning Counselor. The team provides advisory portfolio solutions, social security planning, 401(k) and IRA rollovers, asset protection services, and a retirement income design service. Vertex Capital Advisors is an independent firm with a focus on objectivity, and it holds itself to the highest legal and ethical standards in the industry.

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