Find a Financial Planner in Mecklenburg County, NC


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

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We Only Work With The Best Mecklenburg 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 Financial Times,, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products


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


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


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

  • Financial Advisor Close to Mecklenburg 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


How Can a CFP® in Mecklenburg County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Mecklenburg County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Mecklenburg County can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
13.8% of Mecklenburg County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Mecklenburg County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
In the Mecklenburg County area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Mecklenburg County area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Mecklenburg County area often offer tax planning services to their clients. 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 is a service offered by many financial advisors, planners, and other professionals in the Mecklenburg County area. Typically, it 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 Mecklenburg County 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 Mecklenburg 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 Mecklenburg County, NC

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

  • Population: 1074,475
  • % of Population 62 Years and Over: 13.8%
  • Average Home Value: $241,400
  • Average Monthly Housing Cost: $1,202
  • Average Household Income: $97,595
  • 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 Mecklenburg County, NC



(704) 887-4930

13850 Ballantyne Corporate Place
Suite 500
Charlotte, NC 28277

SEC#: 801-85193
Years in Business: 6 years



(704) 442-4402

6100 Fairview Road
Suite 1150
Charlotte, NC 28210

SEC#: 801-68802
Years in Business: 13 years



(704) 845-2303

6205 Morrison Blvd
Suite 114
Charlotte, NC 28211

SEC#: 801-67554
Years in Business: 14 years



(704) 332-2032

112 South Tryon Street
Suite 1220
Charlotte, NC 28284

SEC#: 801-71578
Years in Business: 11 years



(888) 253-3292

10700 Sikes Place
Suite 395
Charlotte, NC 28277

SEC#: 801-79279
Years in Business: 7 years



(855) 880-2559

11605 N Community House Road
Suite 300
Charlotte, NC 28277

SEC#: 801-79305
Years in Business: 7 years



(704) 554-8150

516 North Tryon Street, Suite 200

Charlotte, NC 28202

SEC#: 801-110683
Years in Business: 4 years



(704) 533-9880

301 South Mcdowell St.
Suite 802
Charlotte, NC 28204

SEC#: 801-111919
Years in Business: 3 years



(336) 914-0888

2015 Arysley Town Blvd.
Suite 202
Charlotte, NC 28273

SEC#: 801-114832
Years in Business: 2 years



(704) 499-5366

4350 Congress Street

Charlotte, NC 28209

SEC#: 801-117217
Years in Business: 1 years