Dualvision
“We needed someone experienced with the tax benefits of a retirement community (CCRC) and they were perfect!”
Best Financial Advisors in Burlington, NC
12 firms listed · 10 in Burlington · 1 open weekends · 9 rated 4.5+ · 1 shows a license
Data verified October 16, 2026
Milestone Wealth Management
Betty Andrews Investment Management
Gilliam Bell Moser
“We have used Gilliam Coble & Moser for personal and business accounting services for over 20 years.”
Fisher Wealth Management
“Logan Shape, one of his associates, who helped me, is cut right out of Rick Fishers mold.”
Blaser Investment Management Group
“The people are very friendly and very knowledgeable”
The 12 firms listed for Burlington, NC provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Burlington, NC
Of the 12 firms we list here, 10 are in Burlington itself and 2 come from Graham (4 mi). 9 of the firms on this page have a rating, from 4.8 to 5.0 across 124 reviews; 1 has 50 or more reviews. 1 is open on Saturdays. 1 shows a license on its website and 1 has a BBB rating of A or A+. 6 have ten or more years of experience, the longest 20 years. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for 11 of the firms on this page; 9 publish a contact page; 6 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Burlington listed here?
10 of the 12 firms are located in Burlington. The others come from other towns within 5 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Anchor Wealth Management
Ancora Wealth Partners
Capital Citi Financial Co
Retirement Solutions
Envision Wealth Partners
“Their kindness and compassion allows you comfort in asking all the right questions.”
Cobb Ezekiel Loy & Company P.A.
“Answered all my questions and really took away any stress about taxes!”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
