Find a Financial Advisor in Davidson County, NC


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

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We Only Work With The Best Davidson 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


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


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 Davidson County, NC

  • Financial Advisor Close to Davidson 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 Davidson County, NC

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


Without Advisor

With Advisor

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

Find a Fee-Only Financial Planner Near Davidson County, NC

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

  • Population: 165,381
  • % of Population 62 Years and Over: 21.8%
  • Average Home Value: $150,400
  • Average Monthly Housing Cost: $742
  • Average Household Income: $63,983
  • 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 Davidson County, NC




(910) 333-6669

1178 Twin Branch Drive

Lexington, NC 27295

SEC#: 801-72913
Years in Business: 10 years


Davidson County, NC Financial Advisor FAQs

Absolutely. A good financial advisor will help you understand the best ways to invest your money. Financial advisors can also provide insights on which investments are most up and coming like stocks or bonds, or they could offer more complex services like managing retirement accounts.
Financial advisors provide clients with investment advice and financial products. They can offer a range of services, such as risk management, wealth protection, retirement planning and education for both individuals and groups like employees or corporate teams.
You want to ask how they will fee you, what type of investments they specialize in, and if they are affiliated with any companies. Asking about their professional qualifications is also important.
When a financial advisors who works under a commission basis recommends a certain product, there is a sales charge that comes right out of your pocket. In other cases, the company from where the product comes from pays the financial advisor a commission taken as marketing expense.