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Fulcrum Capital Partners
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“Robert Higgins breaks the mold on "financial planning" and goes well above and beyond others in the same field...”
Best Financial Advisors in Cornelius, NC
The highest-rated Financial Planning & Wealth Management companies out of 148 vetted & reviewed in the Cornelius area.
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Prior Wealth Planning
Heath Prior, Affiliated Offices, Tell A Friend
“Heath and Ed have taken wonderful care of my in-laws and now us.”
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Advanced Wealth Strategies
- Retirement
- Rich
“For any situation be it starting right out o college or almost ready to retire they can help you get the most out of years of hard work.”
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Onq Financial
“Scott Hastings, the best”
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Equitable Advisors
Technology, Why Work With us
“We understand that financial guidance is about more than just money. It's about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your v...”
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Beacon Wealth Advisors
“Besides great financial advice, Shawn and his staff make you feel comfortable and part of their family.”
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The Halford Financial Group
“It is my pleasure to help you. Do you have questions about how to truly protect your retirement and future from the devastation that can come as a result of market volatility in the market and/or how to design a guaranteed lifetime income. Equally im...”
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RB Wealth Partners
- The Future
- Meetings
- Questions
“We had moved to the Charlotte area a couple of years before and I was beginning to tire of working with our previous manager over the phone or over Zoom.”
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Ladd, McCall & Associates, Certified Public Accountants, PA
“Barbara does a phenomenal job with the organization and preparing my taxes.”
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Aventus Investment Advisors
“Our firm is built on three principles, experience, service, and integrity. We pride ourselves on the level of experience, and credentials in our team of financial advisors. We focus on building deep relationships to understand your goals and values, ...”
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Williamson Wealth Group
Services, Services
“At Williamson Wealth Group, we help our clients create comprehensive financial plans that reflect their unique situations while supporting and celebrating their dreams and goals. Our goal is to assist you in leading the life you choose by providing t...”
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Lake Norman Financial Group
Empty Nester, Widow or Widower, Retired or Soon to Be
“Our investment advice is delivered through a research-driven process – utilizing financial plan projections, time-honored investment traditions, and understanding each client's unique investment personality.”
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Lake Norman Advisors
“Our first priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.”
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Passport Wealth Management
Retirement Planning, Investment Management, Factor Based Investing
“Retirement can be one of the most important phases of life, let us help you make smart choices to protect your future.”
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Lapis Financial Strategies
Financial Planning
“For over two decades we have helped individuals and business owners answer these and other vital questions. We believe education lies at the heart of financial success. We take the time to teach our clients the benefits and costs of each financial pr...”
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Powell Wealth
“Powell Wealth, established as Powell Financial in 1994, is a wealth advisory firm based in the Lake Norman area near Charlotte, NC. For more than three decades, the firm has built a solid reputation helping our clients achieve financial security thro...”
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Caden Wealth Management
“Welcome to Caden Wealth Management, where your future possibilities are limitless. With unique insights, a client-centric focus, and attention to detail, we will help guide you through the complex world of investing and help position you for success....”
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Castle Wealth Group
- Management
- Team
- Patient
“Always answers my call or text any time of day, patient, answers all my questions.”
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A4 Wealth Advisors
Asset Maximization, Wealth Management, A Legacy For Loved Ones
“We have recommended John to many people and all have had a similar experience - high quality, personal touch, above reproach - a pleasure to do business with.”
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Perry G. Walker Accounting & Tax Service
Bookkeeping, Tax Planning, Tax Preparation Services
“Overall, I am extremely satisfied with the services provided by Perry, and I highly recommend them to anyone in need of reliable and proficient tax assistance.”
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Taylor's Pro Tax & Beyond
“I've been working with them for 2 years now.”
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Lyon Financial
- Home Improvement
- Loan
- Contractor
“Very professional and concerned about the progress of the project, we had many problems with the city permits, our loan expired and they were very patient and gave us an extension again and our project is now well underway.”
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Kohari Gonzalez Oneyear & Brown
For Small Businesses, Tools and Resources, Audit, Review and Compilation Services
“My favorite part is how Sara doesn't miss anything and is very responsive to clients and was able to help me in so many ways that I would not have known, nor have gotten from any other CPA firms with my businesses.”
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Cornerstone Wealth
“Excellent, well driven team that goes above and beyond.”
Retirement Planning and Investment Management Services in Cornelius, NC Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on
471 cost profiles
Why these companies made our list
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