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Best Financial Advisors in Concord

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Concord, NC
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

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
Google
3.2 / 5 (15)

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
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––

Price: Free consultation

A4 Wealth Advisors, LLC logo
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A4 Wealth Advisors, LLC

16140 Northcross Drive, Huntersville, NC 28078
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning
  • Investment Advisor

Business Description

A4 Wealth Advisors, LLC, is a financial services company that serves clients in Concord. It assists individuals through the process of financial planning and advises on areas involving Medicare and Social Security. The company also provides insurance and retirement planning services. Its other solutions include wealth management, and it has experience with bonds, exchange-traded funds, and stocks. The company's founder, John Balcerzak, has been regularly featured on the lifestyle and entertainment TV show Charlotte Today. He has over two decades of experience in finance.

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 (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
Buie  Investment  Advisors logo
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Buie Investment  Advisors

5716 Bellechasse St, Charlotte, NC 28210
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  • Estate Planning
  • Tax Planning
  • Investment Management
  • Chartered Financial Analyst (CFA)

Business Description

Buie Investment Advisors offers financial advice to the individuals, foundations, and institutions of Concord. The firm creates a customized investment approach that addresses its clients' unique financial goals and objectives. One of its core business philosophies is that objective and frequent reviews of financial goals are crucial and that any financial program should integrate client attributes that influence investment goals. Roderick J. Buie has been in the industry for over 30 years. He is a Chartered Financial Analyst and a Master of Business Administration.

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.
4.5
Facebook
4.5 / 5 (5)
Calamita Wealth Management logo
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Calamita Wealth Management

6135 Park South Drive, Suite 510, Charlotte, NC 28210
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  • Retirement Planning
  • Financial Planning

Business Description

Calamita Wealth Management helps customers in Concord organize, grow, and safeguard their assets through life's stages by providing objective financial planning and fiduciary investing advice. The firm serves a range of clients, including retired or approaching retirement, women who experience divorce, and individuals who are diligent savers. Its financial planning team helps clients achieve financial security by maximizing asset accumulation while considering risk tolerance, taxes, retirement plans, inflation, and investment possibilities.

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 logo
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Cannon

2108 South Boulevard Suite 200, Charlotte, NC 28203
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  • Retirement Planning
  • Financial Planning
  • Wealth Management

Business Description

Established three decades ago, Canon provides financial planning services to clients in the Concord area. The firm offers financial advice, assisting clients with asset management, retirement planning, and investment management, taking into account all of the components that impact a person's financial situation. It also helps clients navigate the subtleties of tax planning and compliance. It handles the development of tax-saving strategies, estate and trust tax preparation, and IRS representation. Cannon's CEO and chief portfolio strategist R. Bryan Cannon is a Certified Financial Planner.

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 (7)
Yelp
5.0 / 5 (3)

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
Carolina Planning Consultants, LLP logo
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Carolina Planning Consultants, LLP

323 Coddle Market Drive NW, Ste. 130, Concord, NC 28027
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  • Certified Financial Planner (CFP)

Business Description

Carolina Planning Consultants, LLP, serves clients in and around the Concord metro. Its professionals provide objective and personalized financial advice to help clients achieve or maintain financial security and independence. Its unique planning method, The Life Voyage Navigator Process, includes investment management as well as financial, retirement, life and disability insurance, and business succession planning solutions. Managing Partner Gerald Craig is a Certified Financial Planner who has 33 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)

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 Suite 108, Charlotte, NC 28277
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  • Business Formation

Business Description

Charlotte Wealth Advisors helps clients in Concord to be in tune with their finances and have confidence with investment strategies. It guides clients into making the right investments, creating insurance plans, and setting up legal documents for the distribution of their assets and personal items upon death. It also assists individuals with high net worth in managing their wealth. The financial firm has a team of advisors that follows a six-step program in achieving each client's goals.

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)

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
Cornerstone Wealth logo
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Cornerstone Wealth

16810 Kenton Drive, Suite 200, Huntersville, NC 28078
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  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)

Business Description

Cornerstone Wealth provides wealth management services in Concord. Its fiduciaries tailor financial planning, risk management, and investing strategies to fit clients' needs. They advise individuals on life investment management, accounting, tax strategies, estate planning, and retirement planning. The firm also provides business solutions to retain and motivate company executives and employees and prevent financial losses. These include retirement and pension plans, executive benefits, and risk management and protection. The company was founded in 2001 by four individuals with diverse financial backgrounds.

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)

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
GCG Wealth Management Inc. logo
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GCG Wealth Management Inc.

1422 S Tryon Street, Suite 300, Charlotte, NC 28203
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  • Estate Planning
  • Retirement Planning

Business Description

GCG Wealth Management Inc. is a full-service wealth management firm that serves clients in the Concord area. The firm specializes in a wide range of services, including investment management, wealth transfer, tax planning, and cash flow planning. Its services include trust administration, investment performance monitoring and reporting, and mentoring and organization. Joel E. Burris has been the president and managing partner of GCG Wealth Management since 2015. He joined the executive management team of the firm after working as a registered representative and investment advisor representative.

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.
4.6
Google
4.6 / 5 (12)

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
––
Hobart Financial Group logo
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Hobart Financial Group

7733 Ballantyne Commons Pkwy, Ste. 101, Charlotte, NC 28277
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  • Retirement Planning
  • Financial Planning
  • Wealth Management

Business Description

Since 2004, Hobart Financial Group has been serving clients in Concord and the surrounding communities. It assists individuals and families in achieving financial independence. The firm examines Social Security maximization strategies, analyzes options for a long-term care plan, and maximizes estate and income tax planning opportunities. Hobart Financial Group employs a team approach to creating financial plans that are based on the unique circumstances and goals of clients. Founder Chris Hobart was featured in CBS, CNBC, and The Wall Street Journal for his financial insights.

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
Google
4.9 / 5 (30)

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
––
King Financial Corporation logo
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King Financial Corporation

51 Means Avenue, Concord, NC 28026
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  • Finance Planning
  • Financial Planning

Business Description

King Financial Corporation was founded by certified financial planner and independent advisor, Brian King, in 1998. It serves clients in Concord and the surrounding areas. The firm aims to incorporate new strategies into one's financial plans, maximize returns, and mitigate risks. Some of its services include asset management for small and large client portfolios. It also offers retirement plans that may be set up by the government, trade unions, insurance companies, and employers.

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)

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
Linden Thomas and Company logo
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Linden Thomas and Company

516 N Tryon Street, Charlotte, NC 28202
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  • Finance Planning

Business Description

Linden Thomas and Company is a private wealth management firm that serves individuals and businesses in Concord and its surrounding areas. It helps clients by offering key investment services such as financial planning, earnings-focused equity index management, and educational planning. The team assists clients in detailed planning progress for retirement income goals. Stephen Thomas, the firm's founder, has been noted by Barron's, the Financial Times, and Forbes Magazine 30 times as one of the top wealth managers in the 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 (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
––
Schwab Branch, Charlotte logo
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Schwab Branch, Charlotte

4529 Sharon Road, Charlotte, NC 28211
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  • Retirement Planning

Business Description

Schwab Branch, Charlotte, serves as the local presence of the financial services company Charles Schwab for Concord clients. It builds a personalized financial plan for individuals that touches on various areas, including retirement funding. The company also provides tax and estate planning services. It offers Schwab Intelligent Portfolios, a robo-advice investment technology platform that helps clients manage multiple types of assets, from commodities to stocks. Corey Barnes, the branch manager, once served as a vice-president for the electronic trading platform provider Merrill Edge.

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.
4.8
Google
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
Shepherd Wealth Partners logo
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Shepherd Wealth Partners

5922 Weddington Rd Suite A5 #13, Wesley Chapel, NC 28104
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  • Finance Planning
  • CFA Charterholder

Business Description

Shepherd Wealth Partners is a Christian financial advisor operating in the Concord metro. It offers wealth management, financial planning, and responsible investing that could be described as investing assets in a way that aligns with Biblical beliefs. Charles Terry, the owner, and CEO is a Certified Financial Planner who's been serving as an advisor since 2006. The firm's goal is to help its clients grow and manage their wealth from a Biblical perspective.

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
Tactical Wealth Advisors logo
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Tactical Wealth Advisors

9911 Rose Commons Drive, Huntersville, NC 28078
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  • Financial Planning
  • Wealth Management

Business Description

Tactical Wealth Advisors provides a full spectrum of financial and risk management solutions to help clients attain their financial security goals. Serving individuals in and around Concord, the firm assists with investment management, retirement planning, cash flow management, and risk management advisory. Tactical Wealth Advisors was established in 2006. Its president, Dan Venegoni, is a certified public accountant and a certified management accountant. He also founded a firm that focuses on advanced tax strategy development and implementation services.

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)
Worth Advisors logo
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Worth Advisors

5605 77 Center Drive, Suite 101, Charlotte, NC 28217
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Business Description

Worth Advisors is a team of independent financial advisors who cater to the needs of Concord residents. They design financial strategies for individuals, families, non-profit entities, and corporations. These professionals, led by CEO Glen Wright II, also help clients in managing wealth, constructing investment portfolios, and reducing taxes. Wright has been in the insurance industry for more than 15 years. His excellence has earned him the Top of the Table membership of the Million Dollar Round Table.

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)

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

Introduction

There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

  • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
  • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
  • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
  • An investment advisor offers investment advice and recommendations to individuals or organizations.
There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

Are financial advisors worth it?

Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

What does a financial advisor do?

Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

How much money do I need to work with a financial advisor?

There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

What does a financial coach do?

Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

When should I use a financial advisor vs. doing it myself?

Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

How do I know if my financial advisor is trustworthy?

Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.

What\'s the difference between a financial advisor and a financial planner?

The term financial advisor is a broad phrase that encapsulates many specialties, including financial planner. It's similar to how doctor applies to different physicians, while a cardiologist is a specialty doctor. A financial planner helps their client plan to achieve long-term financial goals, such as saving for a house or retirement.

Are financial advisor fees tax deductible?

Until 2018, financial advisor fees were tax deductible as a miscellaneous expense. However, the Tax Cuts and Jobs Act elimited that deduction until at least 2025.

What is a financial consultant?

A financial consultant and a financial advisor are essentially the same. In recent years, financial consultant has become a less popular term, with financial advisor being much more common. Sometimes, the financial professional may opt for the term consultant when offering services to a business rather than an individual.

What is a robo-advisor?

A robo-advisor is essentially an algorithm that manages your investment portfolio for you. Because their services are automated, you’ll pay less than you would for a human advisor — often between 0.25% and 0.50%. They don’t require large initial investments either, making them a popular choice for entry-level investors. However, you won’t get the same level of advice that you would get from a personal financial advisor.

What makes someone a fiduciary?

Fiduciary is a legal term for a person who has a legal or ethical responsibility to act in your best interests. For example, a trustee and a beneficiary. A financial advisor may have a fiduciary obligation to make financial choices that are best for you, even if it means they earn less in commissions or fees.

How often should I meet with my financial advisor?

After your initial meeting, you may only need to check in with your financial advisor on a quarterly or annual basis. Ask them in advance how often you can expect to hear from them, and whether they offer in-person, phone, or virtual meetings.

Should your financial advisor be a fiduciary?

It’s important to understand that only some — not all — financial advisors have a fiduciary obligation to their clients. Always ask your financial advisor if they’re bound by fiduciary duty. If not, it’s possible that they’ll push products or services that earn them the highest commission, not necessarily what’s best for you. Opt for a financial advisor bound by fiduciary duty whenever possible.

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).

Do I need a financial advisor?

Ask yourself if a financial advisor can fill a need or solve a problem you can’t easily handle on your own. They can be helpful in a wide variety of ways, such as building budgets or financial plans, finding ways to save money on taxes, creating an investment portfolio, or offering investment advice.

How do financial advisors get paid?

Clients pay to work with a financial advisor whether it’s through fees, commissions, or salaries. If they’re paid by client fees or commissions, their salary is tied to how much business they bring in. The harder they work, the more they make. In comparison, a salaried employee is guaranteed their wage no matter how many clients they have.

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.

How much does a financial advisor cost?

A financial advisor’s costs depend on their fee structure. Some advisors charge a fee — either hourly or a percentage of the client assets under management. Another common option is to charge a commission on the products sold or investments made.

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.

How many financial advisors are there in the U.S.?

According to the U.S. Bureau of Labor Statistics, it’s estimated that there are 218,050 financial advisors. California is the state with the highest employment of financial advisors across the nation.

Do banks offer financial advisors?

Yes, many banks have financial advisors on staff. Your bank may also offer incentives to work with their financial advisors, such as lower fees or free accounts. However, it's important to note that many of the bank's financial advisors don't have a fiduciary obligation and might prioritize the bank's products above all else. There is a cost when working with your bank's financial advisor.

Should I hire a wealth manager?

A wealth manager can help offer complex financial planning services, including tax guidance, estate planning, and legal assistance. While you don't have to be a high-income earner to benefit from a financial advisor, a wealth manager is typically for those that have a high net worth. However, many people build wealth and need a wealth manager later on in life.

Is wealth management worth it?

Wealth management is typically worth it for those who need help with multiple endeavors or comprehensive financial situations, such as charitable contributions or investment portfolio management, or want to protect their assets. A wealth manager can also offer you guidance if you’ve been neglecting your finances or making poor judgements.

How can you tell if a financial advisor is bad?

Your relationship with your financial advisor is a very personal one, as you’re trusting them with your wealth and future. Some general signs that your financial advisor is bad include:

  • They can’t answer your financial questions
  • You have worked with them for a while but haven’t seen a financial improvement
  • They don’t provide you with progress reports
  • They don’t check in with you

What do you need to be a financial advisor?

As mentioned, there are over 100 types of certifications for financial advisors. The training or experience you need will depend on which specialty you want to pursue. Generally, financial advisors need to have:

  • A Bachelor’s degree
  • A General Securities Representative license (Series 7 license)
  • A Certified Financial Planner (CFP) certification isn’t mandatory but is often preferred

Where do financial advisors work?

Where a financial advisor works will depend on what type of financial advisor they are. Financial advisors can work at a variety of places, including:

  • Securities and commodity brokers
  • A bank
  • A credit union
  • Independently
  • Insurance companies
  • Financial investment firms
  • Small investment advisory firms

How much do financial advisors make?

In 2019, the national average salary for a financial advisor was $87,850. However, it’s important to note the average salary varies from state to state and the different focus areas — an investment advisor may make a lot more than a financial planner. Lastly, salary can depend on how the individual is getting paid. Financial advisors can be paid by client fees, commissions, or salaries.

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