Find a Financial Planner in Cary, NC

 

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We did the hard work of finding trustworthy partners in Cary, NC.

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We Only Work With The Best Cary Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Cary, NC


  • Financial Advisor Close to Cary, NC

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Cary Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Cary area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Cary typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
15.4% of Cary's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Cary area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Cary area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Cary area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Cary area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. North Carolina has unique laws defining which actions trigger a taxable event and has the 17th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Cary area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Cary area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Cary, NC


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Cary, NC

We evaluated over 13,000 RIA firms to bring you the best of the best Cary financial advisors.
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How Retirement-Friendly is Cary, NC?

  • Population: 166,268
  • % of Population 62 Years and Over: 15.4%
  • Average Home Value: $362,100
  • Average Monthly Housing Cost: $1,419
  • Average Household Income: $131,841
  • North Carolina Total Tax Burden: 8.07% (17th Lowest in U.S.)
  • North Carolina Property Tax: 2.15% (10th Lowest in U.S.)
  • North Carolina Individual Income Tax: 2.63% (15th Highest in U.S.)
  • North Carolina Sales and Excise Tax: 3.29% (24th Lowest in U.S.)


The Top Financial Advisor Firms in Cary, NC


WEALTHSHIELD PARTNERS, LLC

Website

(919) 948-4453

175 Regency Woods Place
Suite 210
Cary, NC 27518

SEC#: 801-78937
Years in Business: 7 years

COMPERIO RETIREMENT CONSULTING, INC.

Website

(919) 401-3500

51 Kilmayne Drive
Suite 304
Cary, NC 27511

SEC#: 801-66831
Years in Business: 14 years

STONEGATE WEALTH MANAGEMENT, LLC

Website

(919) 654-6898

2500 Regency Parkway

Cary, NC 27518

SEC#: 801-63331
Years in Business: 16 years

VERATIS ADVISORS, INC.

Website

(919) 460-8875

1400 Crescent Green
Suite 110
Cary, NC 27518

SEC#: 801-60849
Years in Business: 19 years

WEALTHSHIELD LLC

Website

(919) 948-4453

175 Regency Woods Place
Suite 210
Cary, NC 27518

SEC#: 801-110853
Years in Business: 3 years