Find a Financial Advisor in Union County, NC


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

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We Only Work With The Best Union 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 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


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


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 Union County, NC

  • Financial Advisor Close to Union 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

The Value of Working With the Best Financial Planners in Union 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 Union County, NC

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

  • Population: 231,053
  • % of Population 62 Years and Over: 15.2%
  • Average Home Value: $254,300
  • Average Monthly Housing Cost: $1,217
  • Average Household Income: $107,967
  • 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 Union County, NC




(661) 225-9848

121 South Broome Street

Waxhaw, NC 28173

SEC#: 801-114673
Years in Business: 2 years


Union County, NC Financial Advisor FAQs

Financial advisors have a wide range of fees depending on their qualifications and the level of service they offer, but most advisors charge an hourly fee.
Financial advisors may earn via commissions. The amount is based on a certain percentage of the product they sell to clients.
Ask about the financial advisor's educational background, work background, credentials, licenses, and affiliations. Make sure to have these verified with the proper regulatory bodies.
A financial advisor can help you examine your current financial situation, develop a plan to reach your goal, and monitor the progress towards that goal.