Best Financial Advisors in Wilmington, NC

The highest-rated Financial Planning & Wealth Management companies out of 177 vetted & reviewed in the Wilmington area.

Hayes CPA

Hayes CPA

(5)
Business Services, Ecommerce, Services For Quickbooks
“Our first meeting was about an hour while he got to know both me personally, my company, and most importantly- my important objectives.”
In Business Since 2022
Free Initial Consultation
Transparent Fees & Pricing
5710 Oleander Dr Suite 210, Wilmington, NC
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David E. Tepper, Cpa, Psllc

David E. Tepper, Cpa, Psllc

(8)
Tax Preparation and Planning, Business Consulting Services, Financial Planning: What is a Cpa/Pfs?
“David also has a Masters in Theology from the University of Oxford in England, and has worked internationally as a specialist in accounting consulting projects, including his work in executive management for the worldwide headquarters of Betel Intern...”
In Business Since 2020
3205 Randall Pkwy #114, Wilmington, NC
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Pathfinder Wealth Consulting

Pathfinder Wealth Consulting

(1)
“As your personal wealth consultant you can expect an in depth understanding of your current financial status and a clear path to achieving your goals of financial independence and wealth security.”
In Business Since 2007
Licensed, BBB Rating: A+
4018 Oleander Dr #102, Wilmington, NC
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Harms, Rode and Company, Cpa's

Harms, Rode and Company, Cpa's

(1)
“They are always willing to help and willing to assist you making proper decisions.”
In Business Since 1997
Free Initial Consultation
5917 Oleander Dr Suite204, Wilmington, NC
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Kopka Financial

Kopka Financial

(1)
Financial Planning, Widowed, Special Needs
“Megan and her team truly went above and beyond in assisting an elderly friend of our family after going thru the loss of her husband.”
In Business Since 2018
4000 Shipyard Blvd, Wilmington, NC
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Morris E. Levy, CPA

Morris E. Levy, CPA

Resources AND Helpful Advice, NEW TAX AND Accounting Matters
“Morris E. Levy, CPA offers helpful advice and resources so anyone can gain the information they need to make sound financial decisions about taxes and accounting. We want to act as a resource for helpful documents, forms and industry relevant events ...”
In Business Since 2015
233 Brascote Ln, Wilmington, NC
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The Right Divorce Solution

The Right Divorce Solution

(14)
  • Settlement
  • Attorney
“I am happily married and not in need of her services, but I was very unaware how to help my friends or acquaintances who might be going through a divorce or know someone who is.”
In Business Since 2016
6620 Wood Sorrell Rd, Wilmington, NC
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Masonboro Advisors

Masonboro Advisors

(4)
“I learned quickly no matter how small or big your portfolio is to manage, Masonboro Advisors was exactly the type of Advisors I was looking for and now wouldn't trust anyone else with my financial needs.”
In Business Since 2020
5815 Oleander Dr Suite 105, Wilmington, NC
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Glen Hedrick @ Old North State Wealth Management

Glen Hedrick @ Old North State Wealth Management

(2)
“Was very communicative and willing to assist.”
In Business Since 2008
Licensed
1430 Commonwealth Dr Suite 200, Wilmington, NC
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Inspire Financial Planning

Inspire Financial Planning

(1)
“Jeff Headrick is not only overflowing with decades of knowledge in finance but is grounded to ensure you don't chase the wind, achieve the financial progress you dream of, and have fun doing it.”
In Business Since 2017
1213 Culbreth Dr, Wilmington, NC
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Eastwood Wealth Management

Eastwood Wealth Management

(1)
“He is highly experienced, professional and has led and guided us every step of the way to a healthy and secure retirement.”
In Business Since 1993
CFP Certified
1213 Culbreth Dr, Wilmington, NC
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Matthew K. Brenneman CFP

Matthew K. Brenneman CFP

(1)
“Very Professional and excellent customer service.”
In Business Since 2012
5028 Randall Pkwy Suite A, Wilmington, NC
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Nabell Winslow, Investments and Wealth Management

Nabell Winslow, Investments and Wealth Management

“We are dedicated to providing clients with complete wealth management and investment services along with highly personalized, professional assistance.”
In Business Since 2019
219 Racine Dr suite a-1, Wilmington, NC
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Ascendor Wealth

Ascendor Wealth

“At Ascendor Wealth, wealth management involves a team-based approach. From a single location, we integrate financial, legal, and accounting services. With this approach, we develop and implement our client's investment, estate planning, tax, and reti...”
In Business Since 2014
Accepts All Major Credit Cards
5700 Oleander Dr, Wilmington, NC
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Irongate Partners

Irongate Partners

(5)
“With so many options for wealth management around town, I was a bit hesitant to put my trust in a younger professional like Evan but the firm he is with gave me confidence to move forward.”
In Business Since 2006
2601 Iron Gate Dr #201, Wilmington, NC
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Movement Financial Group

Movement Financial Group

(4)
  • Goals
“So, I'll just leave you with this, if you want somebody who's main focus is you, the client, and not what they can get, then you'll be best served checking out Movement Financial Group LLC.”
In Business Since 2021
1213 Culbreth Dr, Wilmington, NC
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John J Bean CPA

John J Bean CPA

Services For Individuals, Quickbooks Services, Tax Services
“John J. Bean CPA, Inc. offers a broad range of services for business owners, executives, and independent professionals. We are professional and experienced”
In Business Since 2005
Offers Financing Options
Transparent Fees & Pricing
206 N 4th St, Wilmington, NC
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Fountain Financial Associates

Fountain Financial Associates

(2)
“Fantastic trustworthy group.”
In Business Since 2002
1209 Culbreth Dr #100, Wilmington, NC
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Accounting By Jerry

Accounting By Jerry

“You have unique financial needs that call for the assistance of an accountant. You could use an online service, but an algorithm will never truly understand your business and its finances. Even phone calls and video conferences with accountants from ...”
In Business Since 2002
Accepts All Major Credit Cards
6740 Rock Spring Rd Suite 200, Wilmington, NC
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Strategic Investment Partners

Strategic Investment Partners

“With 50 years of experience, as a division of family owned and operated Conway & Company Financial Services, we understand that client relationships are the key factor in the wealth management process. We meet with our clients at least twice a year a...”
In Business Since 2017
Family Business
1508 Military Cutoff Rd Suite 206, Wilmington, NC
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Copley Investment Management

Copley Investment Management

Expert Witness, International Consulting, Litigation Support
“Copley Investment Management (CIM) primarily serves individual and employer sponsored retirement plans with expert investment guidance that is truly independent (no commissions) and transparent (no hidden fees). CIM adheres to a disciplined investmen...”
In Business Since 2007
5025 Wrightsville Ave # B, Wilmington, NC
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Catlett Godin Wealth Management

Catlett Godin Wealth Management

“Todd grew up in Aberdeen, North Carolina, and moved to Wilmington in 1993. He has been happily married to his wife, Mary, for 24 years. Outside of the office, they are active in their community of Landfall. He has two sons who play soccer and love to...”
In Business Since 2022
Family Business
2005 Eastwood Rd Suite 102, Wilmington, NC
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Tushingham Wealth Strategies

Tushingham Wealth Strategies

Financial Planning, Business Planning, Wealth Management
“As a Certified Financial Planner ™, Tushingham Wealth Strategies acts as a fiduciary for its clients. We specialize in providing retirement planning for entrepreneurs. Through our "Personal CFO" service we will help you proactively plan your financia...”
In Business Since 2014
900 Midnight Channel Rd, Wilmington, NC
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Horizon View Financial Group

Horizon View Financial Group

“Easiest Financing process, 100% Financing for commercial financing and international. Easy Financing worldwide/internationally. No upfront fees. Shopping centers, apartments, investments, plaza, universities, student housing, money maker, easy ...”
In Business Since 2017
Offers Financing Options
6209 Oleander Dr suite 210, Wilmington, NC
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Retirement Planning and Investment Management Services in Wilmington, NC Cost Estimates

Minimum cost
$1189
Maximum cost
$10102
National Average
$3566
Avg Per Hour Rates
$357
$2377
$6537
Fair price range is based on 501 cost profiles
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Average Cost $3566
Minimum cost $1189
Maximum cost $10102
Avg Per Hour Rates $357

Fair range $2377 to $6537 is based on 501 cost profiles.

Why these companies made our list

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