Find a Financial Planner in Wake County, NC

 

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

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We Only Work With The Best Wake 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 Wake County, NC


  • Financial Advisor Close to Wake 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 Wake County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Wake County 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 planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Wake County can include managing client retirement accounts, investments, tax plans, and more.
14.1% of Wake 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 Wake County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Wake County area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
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 Wake County area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Wake 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 Wake 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 typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Wake County area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 1069,079
  • % of Population 62 Years and Over: 14.1%
  • Average Home Value: $284,500
  • Average Monthly Housing Cost: $1,259
  • Average Household Income: $106,822
  • 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 Wake County, NC


WEALTHSHIELD PARTNERS, LLC

Website

(919) 948-4453

175 Regency Woods Place
Suite 210
Cary, NC 27518

SEC#: 801-78937
Years in Business: 7 years

COMPERIO RETIREMENT CONSULTING, INC.

Website

(919) 401-3500

51 Kilmayne Drive
Suite 304
Cary, NC 27511

SEC#: 801-66831
Years in Business: 15 years

STONEGATE WEALTH MANAGEMENT, LLC

Website

(919) 654-6898

2500 Regency Parkway

Cary, NC 27518

SEC#: 801-63331
Years in Business: 17 years

VERATIS ADVISORS, INC.

Website

(919) 460-8875

1400 Crescent Green
Suite 110
Cary, NC 27518

SEC#: 801-60849
Years in Business: 19 years

WEALTHSHIELD LLC

Website

(919) 948-4453

175 Regency Woods Place
Suite 210
Cary, NC 27518

SEC#: 801-110853
Years in Business: 4 years