Best Financial Advisors in Wilmington

Ascendor Wealth LLC is a wealth management firm that serves the residents of Wilmington and the surrounding areas. It provides various financial planning solutions, including cash management, income tax planning, estate planning, retirement planning, and insurance strategies. It also advises clients on their investment portfolios, which may include stocks, bonds, mutual funds, private equity, and alternative assets. Founding partner Rick Graves has been working in the industry for over two decades. He is a practicing attorney and Certified Financial Planner.

Brenneman Independent Planning is a boutique financial advisory company that serves clients in Wilmington and the surrounding metro areas. The firm caters to the financial needs of individuals who are retired or are approaching retirement and businesses owners. Its financial advisors guide clients in developing well-informed retirement and business planning strategies that involve investments, insurance, tax, estate, and financial planning. Matthew Brenneman, the company's founder, is a Certified Financial Planner who opened his independent firm in 2012.

Mansonboro Advisors is a financial planning firm that serves clients in Wilmington. It helps clients in achieving their financial objectives through investment management, tax planning, and retirement planning services. Its financial planning team is composed of John Glasgow, Alex Hargrove, A. Ryan Burton, and Ramona Whiteside, who have more than 90 years of combined industry experience. They examine clients' risk tolerance, timetables, and financial objectives when creating a program that balances investment strategies and capital preservation.

Pathfinder Wealth Consulting is a financial advisory company based in Wilmington that commits to being its clients’ accountability partner. The fiduciary firm offers financial planning, investing, insurance, retirement, legacy, and business planning services. It guides clients through a process to create a comprehensive plan, from asset accumulation and growth to succession and legacy planning. The firm’s president, Robert Penn Jr., is a CFP and a Chartered Retirement Plans Specialist, while the CEO, Jason Wheeler, is also a CFP and has an Accredited Investment Fiduciary designation.

Since 2011, Tilia Fiduciary Partners, Inc., has been serving individuals, families, small business owners, and charities throughout Wilmington. It helps clients protect their wealth and secure their future by providing them with a wide range of services, including investment planning, portfolio management, and retirement plan consulting. Its professionals analyze customers' specific situations and create an investment plan that matches their needs and financial goals. John Nesselroade, one of the company's managing directors, carries over 10 years of experience in business development and global marketing.