Best Financial Advisors in Concord, NC
15 firms listed · 8 in Concord · 1 open weekends · 9 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Younce Accounting & Tax Group
“They offer friendly customer service with timely advice for your personal or business needs.”
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Carolina Planning Consultants
“Alan Morgan , With CPC is one of the most honest , and customer committed financial adviser I know.”
Wealth Management of the Carolinas
Baucom Wealth Management
Yancey Financial
The 15 firms listed for Concord, 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: Concord, NC
Of the 15 firms we list here, 8 are in Concord itself and 7 come from Charlotte (3, 17 mi), Huntersville (2, 13 mi) and Cornelius (2, 15 mi). 11 of the firms on this page have a rating, from 4.0 to 5.0 across 232 reviews; 1 has 50 or more reviews and 9 are rated 4.5 or higher. 1 is open on Saturdays. 1 shows a license on its website; 1 lists staff certifications (CFP) and 5 have a BBB rating of A or A+. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 2007. 1 offers payment plans and 3 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 10 list a public email and 3 take 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 Concord listed here?
8 of the 15 firms are located in Concord. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Mill Capital Management
Miller Financial
Perry G. Walker Accounting & Tax Service
“They took time to go over our documents & explanation of our tax return.”
Kohari Gonzalez Oneyear & Brown
“Additionally, Sara immediately answered my inquiries off the top of her head about specific areas that I wanted to adjust and about which I wanted to take a closer look.”
Cornerstone Wealth
“Excellent, well driven team that goes above and beyond.”
Fulcrum Capital Partners
“This is a local hometown financial services company that gives you excellent customer service.”
Moyer, Smith & Roller
“Quick, very efficient, and easy to work with accountant firm.”
Prior Wealth Planning
“If you want a financial advisor who has an excellent track record, Heath Prior is the person for you.”
A4 Wealth Advisors
“I have a great professional and personal working relationship with the folks at A4 Wealth.”
Why these companies made our list
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