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Best Financial Advisors in Concord

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Concord, NCConcord, NC

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.

Concord, NCConcord, NC

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

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

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.

16140 Northcross Drive, Huntersville, NC 28078
Huntersville, NC 28078

Website(704) 509-1141

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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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

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

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.

5716 Bellechasse St, Charlotte, NC 28210
Charlotte, NC 28210

Website(704) 364-3810

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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.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

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

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.

6135 Park South Drive, Suite 510, Charlotte, NC 28210
Charlotte, NC 28210

Website(704) 276-7325

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

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

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.

2108 South Boulevard Suite 200, Charlotte, NC 28203
Charlotte, NC 28203

Website(704) 849-2199

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

323 Coddle Market Drive NW, Ste. 130, Concord, NC 28027
Concord, NC 28027

Website(704) 786-4857

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

3530 Toringdon Way Suite 108, Charlotte, NC 28277
Charlotte, NC 28277

Website(704) 849-1001

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

16810 Kenton Drive, Suite 200, Huntersville, NC 28078
Huntersville, NC 28078

Website(704) 987-3410

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

1422 S Tryon Street, Suite 300, Charlotte, NC 28203
Charlotte, NC 28203

Website(704) 372-4491

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

12 (Better)

Score Consistency:

Consistent (Best)

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

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.

7733 Ballantyne Commons Pkwy, Ste. 101, Charlotte, NC 28277
Charlotte, NC 28277

InstagramWebsite(704) 610-5926

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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.

Online Profiles:

1 (Good)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

12 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

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

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.

51 Means Avenue, Concord, NC 28026
Concord, NC 28026

Website(704) 782-0010

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

516 N Tryon Street, Charlotte, NC 28202
Charlotte, NC 28202

Website(704) 554-8150

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

45 (Best)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

227 W Trade St. #1840, Charlotte, NC 28202
Charlotte, NC 28202
  • Certified Financial Planner (CFP)

Parsec Financial works with individuals and businesses in Concord in attaining and maintaining financial security. Its team develops a personalized financial plan that covers investments, retirement, education, insurance, taxes, and estate documents. The professionals also integrate tax strategies and compliances into the financial plan. They work with the clients' administrative trustee for asset safekeeping. The advisors also offer financial advice to small business owners. The firm is a registered investment advisor managing assets amounting to $3.95 billion.

227 W Trade St. #1840, Charlotte, NC 28202
Charlotte, NC 28202

Website(704) 334-0894

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

4529 Sharon Road, Charlotte, NC 28211
Charlotte, NC 28211

Website(704) 367-9742

Show Number

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.

Online Profiles:

3 (Best)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

5922 Weddington Rd Suite A5 #13, Wesley Chapel, NC 28104
Wesley Chapel, NC 28104

Website(704) 443-8455

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

9911 Rose Commons Drive, Huntersville, NC 28078
Huntersville, NC 28078

Website(704) 209-4022

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

1001 Morehead Square Drive, Suite 600, Charlotte, NC 28203
Charlotte, NC 28203
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

WestEnd Advisors is an asset management firm that assists clients in Concord with their financial and investment planning needs. It provides financial advice in areas such as investment management and sales. The firm utilizes Exchange Traded Fund portfolios, data collection, and a macroeconomic approach in formulating strategies that manage risks and achieve investment goals. One of its partners, Fritz Porter, is a Chartered Financial Analyst who has been in the financial services field since 1994.

1001 Morehead Square Drive, Suite 600, Charlotte, NC 28203
Charlotte, NC 28203

Website(704) 556-9300

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

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.

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

InstagramWebsite(704) 731-0121

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: A

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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