Find a Financial Planner in Raleigh, NC

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

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

We Only Work With The Best Raleigh 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 Raleigh, NC


  • Financial Advisor Close to Raleigh, 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 Raleigh Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Raleigh area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planners in Raleigh offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
13.1% of Raleigh'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 Raleigh area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Raleigh area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
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 Raleigh 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 Raleigh 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 Raleigh 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 Raleigh 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 Raleigh, 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 Raleigh, NC

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


How Retirement-Friendly is Raleigh, NC?

  • Population: 464,485
  • % of Population 62 Years and Over: 13.1%
  • Average Home Value: $244,800
  • Average Monthly Housing Cost: $1,190
  • Average Household Income: $94,359
  • 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 Raleigh, NC


FIRST CITIZENS INVESTOR SERVICES, INC.

Website

(800) 229-0205

100 E Tryon Road

Raleigh, NC 27603

SEC#: 801-57302
Years in Business: 21 years

CAPITAL INVESTMENT COUNSEL INC

Website

(919) 831-2370

100 E. Six Forks Road, Ste. 200

Raleigh, NC 27609

SEC#: 801-20824
Years in Business: 37 years

SHAH CAPITAL MANAGEMENT

Website

(919) 719-6360

8601 Six Forks Road
Suite 630
Raleigh, NC 27615

SEC#: 801-63881
Years in Business: 16 years

TRIANGLE SECURITIES WEALTH MANAGEMENT

Website

(919) 838-3221

1301 Annapolis Drive

Raleigh, NC 27608

SEC#: 801-69531
Years in Business: 12 years

CHARTER WEALTH MANAGEMENT

Website

(919) 729-2100

8601 Six Forks Road
Suite 400
Raleigh, NC 27615

SEC#: 801-117854
Years in Business: 1 years

GUARDIAN WEALTH ADVISORS, LLC

Website

(919) 249-1810

4270 The Circle At North Hills Street
Suite 200
Raleigh, NC 27609

SEC#: 801-118121
Years in Business: 1 years

RALEIGH INVESTMENT CONSULTANT LLC

Website

(919) 373-5454

8851 Ellstree Ln
Ste 201
Raleigh, NC 27617

SEC#: 801-117081
Years in Business: 2 years

PHYSICIANS FINANCIAL SERVICES, INC.

Website

(919) 863-2355

100 E. Six Forks Road
Suite 200
Raleigh, NC 27609

SEC#: 801-66583
Years in Business: 15 years

FOUNDERS FINANCIAL ALLIANCE, LLC

Website

(855) 860-5940

9212 Falls Of Neuse Rd., Suite 221

Raleigh, NC 27615

SEC#: 801-108700
Years in Business: 4 years

BEACON WEALTHCARE, INC.

Website

(919) 821-5225

1633 Glenwood Ave

Raleigh, NC 27608

SEC#: 801-112578
Years in Business: 3 years