Find a Financial Planner in New Hanover County, NC

 

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

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We Only Work With The Best New Hanover 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, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

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

Trustworthiness

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

 

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


  • Financial Advisor Close to New Hanover 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 New Hanover County Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the New Hanover County area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in New Hanover County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
20.9% of New Hanover County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the New Hanover County area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the New Hanover County area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the New Hanover County area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the New Hanover County area who determine what breaks are available to you to minimize your tax payments. 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 involves working with an attorney or financial advisor in the New Hanover County area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically 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 New Hanover 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 New Hanover 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 New Hanover County, NC

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

  • Population: 227,938
  • % of Population 62 Years and Over: 20.9%
  • Average Home Value: $245,700
  • Average Monthly Housing Cost: $1,113
  • Average Household Income: $79,148
  • 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 Hanover County, NC


COPLEY INVESTMENT MANAGEMENT, LLC

Website

(910) 452-7147

2328 Lynnwood Drive

Wilmington, NC 28403

SEC#: 801-118507
Years in Business: 1 years

LUMINA WEALTH MANAGEMENT, LLC

Website

(910) 599-9409

1508 Military Cutoff Road
Suite 302
Wilmington, NC 28403

SEC#: 801-112277
Years in Business: 3 years

LIVE OAK PRIVATE WEALTH, LLC

Website

(844) 469-5679

1741 Tiburon Drive

Wilmington, NC 28403

SEC#: 801-113818
Years in Business: 2 years

OLD NORTH STATE WEALTH MANAGEMENT, LLC

Website

(910) 509-3800

1430 Commonwealth Drive, Suite 200

Wilmington, NC 28403

SEC#: 801-69690
Years in Business: 12 years