Expertise.com
2024

Last updated:

Best Financial Advisors in Concord

Our Recommended Top 17

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Concord Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

37

Reviewed

29

Curated

17

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

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

Why choose this provider?

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Concord, NC

Why choose this provider?

Need help contacting a Financial Advisor in Concord? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Price: Free booking service | Call 848.Book.Pro!

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

Why choose this provider?

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.
4.4
Google
4.4 / 5 (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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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 (10)

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

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

Why choose this provider?

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 (7)

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

Why choose this provider?

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 (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

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

Why choose this provider?

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 (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

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

Why choose this provider?

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

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

Why choose this provider?

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.
4.9
Google
4.9 / 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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
5605 77 Center Drive, Suite 101, Charlotte, NC 28217

Why choose this provider?

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 (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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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 (29)

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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
Facebook
5.0 / 5 (36)
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

Website
4529 Sharon Road, Charlotte, NC 28211
  • Retirement Planning

Why choose this provider?

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

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

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

Why choose this provider?

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)

Website
3530 Toringdon Way Suite 108, Charlotte, NC 28277
  • Business Formation

Why choose this provider?

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

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

Why choose this provider?

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.
5.0
Google
5.0 / 5 (1)

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

Why choose this provider?

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.
4.9
Google
4.8 / 5 (16)
Facebook
5.0 / 5 (15)
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

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.

  • How much is the average salary for financial advisors in Concord?

    The average annual salary for financial advisors in Concord is $81,400 and can range from $22,200 to $157,900. The salary for financial advisors varies depending on location, skill level, and years or decades of experience. Most financial advisors may also have 401(k), disability insurance, retirement plan, wellness program, and other benefits.

  • Can financial advisors in Concord help you handle your money?

    Generally, financial advisors in Concord can help you handle your money and develop strategies for managing risk and building wealth. They can recommend strategies and help you create plans to meet your financial goals based on your current situation. Additionally, they educate you on financial topics, recommend investments, and help you adjust your investment portfolio.

  • What type of financial advisor should you choose in Concord?

    It is generally advisable to choose fiduciary or fee-only financial advisors in Concord as they can act in your best interests. If you need investment advice, an investment advisor would be appropriate for you. You may choose a financial coach if you are looking for guidance on the basics of financial literacy. Wealthy clients also typically hire wealth advisors who can provide financial planning services and investment advice.

  • What can you expect from your first meeting in Concord with a financial advisor?

    In most cases, you will learn how the financial advisor works with clients during your first meeting. Financial advisors in Concord can also help you determine the value you can receive, the related costs, and the next steps you can take during the initial consultation. Additionally, you may be asked to present financial documents like investment statements, insurance policies, and bank statements.

  • How long do clients stay with a financial advisor in Concord?

    Clients typically stay with a Concord financial advisor for three to five years. Additionally, around 45 percent of clients leave within the first two years of working with a financial advisor. Most financial advisors in North Carolina consider 50 to 150 clients as a reasonable number that they can manage.

  • 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.