Laurels
Best Financial
Advisors in
Raleigh
2018

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best financial advisors in Raleigh, NC.

ReviewedCuratedTop Picks1087219

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

American Planning Group, Inc.

American Planning Group, Inc. has been providing financial advisory services in for 10 years in Raleigh. Services include financial planning, wealth management, and tax planning, and the group also hosts the “American Retirement Radio” and holds educational classes. The founder is known as a top “Safe Money” expert, has been seen in the Charlotte Observer, and has appeared on PBS' Money Moves as well, and the firm holds an A+ rating with the BBB.

Raleigh, NC(919) 322-4113

Website

Archer Investment Management

Archer Investment Management provides financial advice in Raleigh. The client-focused firm is known for its “out of the box” approach to money management and offers services for investing principles and strategies, retirement investing and distribution strategies, estate conservation issues, college planning, life insurance issues, and risk management. The founding partner is a member of the PEAK Advisor Alliance and holds various licenses including for the NASAA-Investment Advisors State Law Exam and as a General Securities Principal.

Raleigh, NC(919) 758-8911

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Balentine

Balentine is an Atlanta-based financial advisory firm with a 30-year history that has been in Raleigh for over 5 years. Balentine serves high-net-worth and ultra-high-net-worth clients and families on all matters related to comprehensive wealth management including asset management, financial planning, and estate and tax planning. An independent, employee-owned firm, Balentine seeks to deliver exceptional client service along with consistent long-term investment returns. Barron's has named Balentine chairman Robert Balentine the top independent advisor in the Southeast for the past several years in its annual Top 100 Independent Advisors list.

Raleigh, NC(984) 355-5200

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Beacon Financial Strategies

Beacon Financial Strategies offers financial advice to clients throughout Raleigh. The group's Net Worth Management service includes retirement planning, asset allocation, investment management, performance reviews, estate planning, insurance reviews, tax planning, education planning, and rebalancing of portfolios. Corporate retirement plans are also available, and clients receive advice from a team of Certified Financial Planners and a CPA/PFS as well as former chair of the NCACPA Young CPA Cabinet and member of the Financial Literacy Council.

Raleigh, NC(919) 803-3801

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Blue Water Capital Management, LLC

Blue Water Capital Management, LLC has been an Apex financial advisory firm since 2003. The group offers services from Certified Financial Planner professionals who can advise clients on retirement planning, investments, taxes, financial analysis, college planning, insurance, debt, and estate planning. Blue Water accepts fiduciary responsibility, operates on a fee-only basis, and prides itself on providing client-centric services at an affordable price.

Apex, NC(919) 346-8644

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Capital Financial Management NC, Inc.

Capital Financial Management NC, Inc. is a financial advisor firm in the Furquay-Varina area. Services cover tax management, investment, retirement strategies, estate planning, insurance, events, and the WealthGuard™ monitoring system for investment accounts as well. Capital Financial Management is also a Registered Investment Advisor that offers advanced money management strategies and has been seen on both Fortune.com and Money.com.

Fuquay Varina, NC(919) 460-1775

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Chrysalis Capital Management

Chrysalis Capital Management brings almost 50 years of combined experience to financial advisory clients in Raleigh. Services include financial planning, advisory services and investment management, asset protection and risk management, and wealth management and estate planning. The CEO is a member of the Financial Services Institute and also owns S. Bowens Management and Consulting LLC, a sports management and business consulting practice.

Raleigh, NC(919) 720-4806

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Cook Wealth Management Group

Cook Wealth Management Group is a Raleigh financial advisory firm with over 145 years of combined experience. The team provides financial planning, asset management, and tax planning including estate plans, retirement plans, cash flow management, wealth plan monitoring, debt management, education planning, customized portfolios, and tax mitigation strategies. The team includes CPAs, CFPs, and a member of the Financial Planning Association, and securities are offered through the separate entity of LPL Financial, Member FINRA/SIPC.

Raleigh, NC(919) 784-9100

Website

Financial Analysts

Financial Analysts handles financial advisory services in Raleigh and is backed by over 120 years of combined experience. The group offers investment and insurance advice including retirement income planning, multi-generational wealth transfer, alternative investment strategies, tax-efficient opportunities, and an investment strategy that incorporates both value and growth investing to adjust per a given market environment. Financial Analysts is a Member of Advisory Services Network, LLC.

Raleigh, NC(919) 787-7325

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Financial Resource Management

Financial Resource Management has been offering financial advice in Raleigh since 1985. Services include estate planning, insurance, investment strategies, IRA rollovers, money managers, mortgages and refinances, real estate, retirement planning, tax saving strategies, and retirement plans for small and mid-size businesses as well. The founder is a Certified Financial Planner, a registered broker with Capital Investment Group, Inc., and co-author of two books including It’s Your Money…It’s Your Future…Don’t Blow It!

Raleigh, NC(919) 856-1968

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Financial Symmetry

Financial Symmetry handles financial advice in Raleigh.The fee-only financial advisor provides a Financial Planning Process with six steps that interested parties can review on the firm's site, and the group also offers small business 401(k) services and Continuous Service for the monitoring and implementation of a client's finances. Financial Symmetry employs a number of CFPs, a CRPC, and an MBA and has been seen in USA Today, Wall Street Journal, and Kiplinger.

Raleigh, NC(919) 851-8200

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InSight Investment Planning, Inc.

InSight Investment Planning, Inc. brings 15 years of experience to financial planning clients in Raleigh. Individuals benefit from a personalized planning approach that focuses on client education, close communication and monitoring, and achieving set goals. The owner is a Chartered Retirement Planning Counselor as well as financial advisor and member of the Financial Services Institute and has written for Women’s Edge Magazine. Tax counseling is also available via InSight's partnership with Ballantyne Tax & Financial, Inc.

Raleigh, NC(919) 831-2370

Website

Lewis Financial Management, LLC

Lewis Financial Management, LLC has been a Raleigh financial planning group for over 30 years. Clients have access to Certified Financial Planners who offer advice for all stages of life including investment management, income management, tax planning, retirement planning, and estate planning and receive monthly as well as quarterly reports. The family-run group is known for its weekly call-in radio show “Money Matters with the Lewis Family.”

Raleigh, NC(919) 872-7000

Website

Pinehurst Capital, Inc.

Pinehurst Capital, Inc. handles financial advice in Raleigh. Clients hire the firm for a wide range of services including retirement income planning, investment management, estate and legacy planning, long-term care, Roth IRA advice, tax reduction strategies, portfolio stability, and business planning. The founder is a Chartered Financial Consultant as well as a licensed insurance producer and has been cited in publications such as the Carolina Business Journal.

Raleigh, NC(910) 235-4140

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Stonegate Financial

Stonegate Financial brings almost 35 years of experience in financial advisory services to Cary. The team offers financial planning, investment management, retirement strategies and income planning, and guidance for life transitions including a new job or career, divorce, and death of a spouse. Clients have access to a professional team of CFPs, Certified Divorce Financial Analyst, Chartered Retirement Planning Counselor, AWMAs, Retirement Income Certified Professional, Accredited Asset Management Specialist, and an MSFP.

Cary, NC(919) 460-4688

Website

Tarheel Advisors, LLC

Tarheel Advisors, LLC has been serving the Raleigh community with financial advice since 2008. Clients have access to investment management services, financial planning, corporate 401k plans, and an online education center as well, and Charles Schwab Institutional serves as the primary custodian for client accounts. The founders include Certified Financial Planners and an Accredited Investment Fiduciary, and the firm's clients include small business owners, business professionals, doctors, and retirees.

Raleigh, NC(919) 439-0383

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Triangle Financial Advisors

Triangle Financial Advisors is a Raleigh financial advisory firm with over 20 years of experience. Clients have access to financial planning, insurance, retirement strategies, investment management, the eWealth Manager, and speaking events such as on finances for the LGBT community. The president is a CFP, CFA, and ADPA, is also registered for securities and insurance, and is a member of the North Carolina Society of Financial Analysts, the FPA, and the National Association of Women Business Owners.

Raleigh, NC(919) 789-3098

Website

Woodward Financial Advisors, Inc.

Woodward Financial Advisors, Inc. is a Chapel Hill financial advisory firm. The team of CFPs offers wealth management and comprehensive financial planning that covers income, expenses, debt, retirement savings, insurance, taxes, estate planning, and investments as well as ongoing evaluation services. The group also speaks at events on topics such as Social Security Bootcamp and MoneySmarts for Women. The president is a member of the NAPFA and FPA and has written for The Wall Street Journal and Business Week.

Chapel Hill, NC(919) 929-2495

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Wrenn Financial Strategies

Wrenn Financial Strategies brings 85 years of combined experience to Raleigh financial advisory clients. The firm is an SEC-registered investment advisor and employs Certified Financial Planners who offer financial planning and investment management services for high net worth families and individuals. The team aims to grow and preserve assets, manage risks, and help clients with everything from debt reduction and income tax planning to education funding and retirement readiness.

Raleigh, NC(919) 848-9999

Website

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