Find a Financial Advisor in Matthews, NC

 

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

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We Only Work With The Best Matthews 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 Matthews, NC


  • Financial Advisor Close to Matthews, 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 Matthews, 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 Matthews, NC

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

  • Population: 32,044
  • % of Population 62 Years and Over: 20.7%
  • Average Home Value: $263,900
  • Average Monthly Housing Cost: $1,361
  • Average Household Income: $105,943
  • 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 Matthews, NC

 

STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.

Website

(180) 093-6949

2514 Plantation Center Dr.

Matthews, NC 28105

SEC#: 801-62738
Years in Business: 17 years

SAPERE WEALTH MANAGEMENT, LLC

Website

(704) 321-5244

130 Matthews Station St.
Suite 2A
Matthews, NC 28105

SEC#: 801-61056
Years in Business: 19 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(704) 277-1416

1013 Chestnut Lane
Suite 130
Matthews, NC 28104

SEC#: 801-78808
Years in Business: 8 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(704) 321-0152

2518-B Planation Center Dr

Matthews, NC 28105

SEC#: 801-78808
Years in Business: 8 years

SIGNALPOINT ASSET MANAGEMENT LLC

Website

(417) 379-1188

3313 Fawn Hill Road

Matthews, NC 28105

SEC#: 801-69394
Years in Business: 13 years

SIGNALPOINT ASSET MANAGEMENT LLC

Website

(417) 379-1188

3313 Fawn Hill Road

Matthews, NC 28105

SEC#: 801-69394
Years in Business: 13 years

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

Website

(704) 946-5290

352 E. Charles Street

Matthews, NC 28105

SEC#: 801-69846
Years in Business: 13 years

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(980) 245-4757

2409-B Plantation Center Drive

Matthews, NC 28105

SEC#: 801-66892
Years in Business: 15 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(704) 277-1416

1013 Chestnut Lane
Suite 130
Matthews, NC 28104

SEC#: 801-78808
Years in Business: 8 years

 


Matthews, NC Financial Advisor FAQs

You should take the time to research potential advisors, their qualifications, and what they offer.
Ask for referrals, some may give you a name or two and share their experience with this person's services.
Financial advisors are great for investors with relatively basic questions about how to manage their finances that they cannot answer on their own.
Working closely with you, the goals of a financial advisor are to anticipate your financial goals and future needs, plan for them accordingly by investing client funds in an appropriate mix of securities that suit the client's risk tolerance and investment time horizon. A financial advisor may also recommend strategies for more effective management of existing investments.