Find a Financial Advisor in New Bern, NC

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best New Bern 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 New Bern, NC


  • Financial Advisor Close to New Bern, 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 New Bern, 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 New Bern, NC

We evaluated over 13,000 RIA firms to bring you the best of the best New Bern financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is New Bern, NC?

  • Population: 29,895
  • % of Population 62 Years and Over: 25.8%
  • Average Home Value: $162,400
  • Average Monthly Housing Cost: $922
  • Average Household Income: $63,950
  • 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 New Bern, 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

 


New Bern, NC Financial Advisor FAQs

Financial advisors vary significantly in the services they offer. It's important to research which services you require and what your specific needs are before settling on an advisor.
Financial advisors are experts at planning for the long term. Their job is to provide an objective assessment of your financial situation, based on their training and experience with investing. They can offer advice about what is best for your needs rather than who is paying them the most commission or transaction fee.
Financial advisors receive a commission for their services. The reason these commissions exist is because fees can be a barrier to service, since not all clients will have the ability to pay high up-front fees which could include application and enrollment charges. Having fees paid to an advisor potentially means that the client has less money in return.
You can interview people before making a decision. Ask potential candidates if they have experience with your type of situation and if they would work for free until you saw improvement in your portfolio. Interviews will give a sense of who the person really is and what his qualifications are.