Financial advisors in Matthews, NC

19 match

Blake Hedrick
Financial advisor at Family Wealth Partners, LLC
Family Wealth Partners, LLC · $392.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Kellen
Financial advisor at Founders Financial Securities, LLC
Founders Financial Securities, LLC · $4.14B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Baum
Financial advisor at Family Wealth Partners, LLC
Family Wealth Partners, LLC · $392.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Duncan Wilson
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Geoffrey Kemble
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Graham Wilson
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Vande Logt
Financial advisor at Vestgen Advisors, LLC
Vestgen Advisors, LLC · $6.67B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Brooks
Financial advisor at Sapere Wealth Management, LLC
Sapere Wealth Management, LLC · $604.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Katrina Hayes
Financial advisor at Prospera Financial Services, Inc.
Prospera Financial Services, Inc. · $14.39B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kyle Mahle
Financial advisor at Silver Oak Securities, Inc.
Silver Oak Securities, Inc. · $2.45B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Oneil
Financial advisor at Cg Advisory Services
Cg Advisory Services · $4.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Spear
Financial advisor at Sapere Wealth Management, LLC
Sapere Wealth Management, LLC · $604.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathan Fulks
Financial advisor at Family Wealth Partners, LLC
Family Wealth Partners, LLC · $392.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Phillipe Toupin
Financial advisor at Aprio Wealth Management, LLC
Aprio Wealth Management, LLC · $4.15B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Dye
Financial advisor at Family Wealth Partners, LLC
Family Wealth Partners, LLC · $392.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Samuel Crump
Financial advisor at Telos Wealth Advisors
Telos Wealth Advisors · $87.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Susan Kelly
Financial advisor at Tassel Capital Management, Inc
Tassel Capital Management, Inc · $266M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Walker Davidson
Financial advisor at Carolina Strategy, LLC
Carolina Strategy, LLC · $119.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Ertel
Financial advisor at Tassel Capital Management, Inc
Tassel Capital Management, Inc · $266M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Matthews, NC

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Matthews, NC.

How this list works

Before you hire an advisor in Matthews, NC