Find a Financial Advisor in Craven County, NC

 

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

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We Only Work With The Best Craven County 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Craven County, NC


  • Financial Advisor Close to Craven County, 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

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

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

  • Population: 102,491
  • % of Population 62 Years and Over: 22.8%
  • Average Home Value: $166,100
  • Average Monthly Housing Cost: $923
  • Average Household Income: $70,687
  • 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 Craven County, NC

 

BLUESKY WEALTH ADVISORS, LLC

Website

(252) 633-0107

2131 S Glenburnie Road
Suite 8
New Bern, NC 28562

SEC#: 801-78583
Years in Business: 8 years

ALTRIUS CAPITAL MANAGEMENT, INC.

Website

(252) 638-7598

1323 Commerce Drive

New Bern, NC 28562

SEC#: 801-63153
Years in Business: 17 years

GUIDANCE POINT ADVISORS, LLC

Website

(207) 232-4749

4173 Cinnamon Run

New Bern, NC 28562

SEC#: 801-77258
Years in Business: 9 years

COOPER FINANCIAL GROUP

Website

(252) 571-2625

2002 S. Glenburnie Rd
Suite 8
New Bern, NC 28562

SEC#: 801-61944
Years in Business: 18 years

GUIDANCE POINT ADVISORS, LLC

Website

(207) 232-4749

4173 Cinnamon Run

New Bern, NC 28562

SEC#: 801-77258
Years in Business: 9 years

PBMARES WEALTH MANAGEMENT LLC

Website

(252) 637-5154

3120 Wellons Boulevard

New Bern, NC 28562

SEC#: 801-62425
Years in Business: 18 years

PBMARES WEALTH MANAGEMENT LLC

Website

(252) 637-5154

3120 Wellons Boulevard

New Bern, NC 28562

SEC#: 801-62425
Years in Business: 18 years

TRIAD ADVISORS, LLC

Website

(252) 635-6666

331 Middle St.

New Bern, NC 28560

SEC#: 801-55518
Years in Business: 23 years

COOPER FINANCIAL GROUP

Website

(252) 571-2625

2002 S. Glenburnie Rd
Suite 8
New Bern, NC 28562

SEC#: 801-61944
Years in Business: 18 years

 


Craven County, NC Financial Advisor FAQs

We all need someone to help guide us through the complex financial world. A financial advisor can offer valuable insights into your individual needs and offer suggestions on how you to start getting your finances in order.
Financial advisors provide objective, binding financial guidance and help clients to manage their investments.
An important question to ask your financial advisor is how they get paid. It's also good to know if the fee applies only to performance, or around any other time someone would withdraw money, such as when you retire.
A lot of financial advisors employ a mix of hourly fee and commissions. They can charge an hourly rate but also receive commissions based on the products they sell.