Family Wealth Partners
“We truly feel like they have our best interests in mind in order to help us achieve our goals and plan for the future.”
Best Financial Advisors in Matthews, NC
15 firms listed · 7 in Matthews · 1 open weekends · 12 rated 4.5+
Data verified October 18, 2026
Rutledge Financial Partners
“He is very helpful and has great insights on building a financial plan for me and my family!”
Fairway Financial
“Great people who care about making the right investments for you.”
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Mint Hill Wealth Management
“Knowing Tim, Matt and Tyler now for decades personally, their professionalism, ability to communicate effectively and explain our wealth plan/alternative investment opportunities has been excellent.”
Sterling Financial Group
“Sterling financial provides amazing personalized financial advice!”
Next Financial
The 15 firms listed for Matthews, 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: Matthews, NC
Of the 15 firms we list here, 7 are in Matthews itself and 8 come from Charlotte (7, 9 mi) and Mint Hill (1, 5 mi). 13 of the firms on this page have a rating, from 4.0 to 5.0 across 389 reviews; 5 have 50 or more reviews and 12 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), estate planning (2) and wealth management (2). 1 has a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 10 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 Matthews listed here?
7 of the 15 firms are located in Matthews. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Stewardship Partners
Parker Financial Group
“I've been working with Paul Brown for the past 6 years and have been extremely happy with the time and detail Paul takes to make sure my plan stays on track.”
Blue Financial
“He answered all of our questions and we felt confident with moving forward with the financial plan that was given to us.”
Newtonwealthmanagement
“They use technology efficiently to make the process more convenient for busy freelancers and business owners.”
Cornerstone Wealth Planning
“We partnered with Cornerstone Wealth Planning 5+ years ago (a couple of years before retiring) and they've been very instrumental in helping us grow our financial portfolio, and to navigate through the often confusing path to a rewarding retirement.”
The Zaino Group
“His expertise and in-depth knowledge of retirement planning options, from investments to tax strategies, were evident, and his personable approach made the process stress-free.”
Lb&j Certified Public Accountants
“LB&J went above and beyond to help me with my taxes this year.”
Pro Financial Group
“Excellent personal, excellent service I'm very satisfied with this company one 💯 recommend”
Elevated Financial & Tax
“Tommy was great to work with and very knowledgable, app/web was great, and they exceeded all expectations in the end to end process.”
Why these companies made our list
What clients say about firms in and near Matthews
- “The financial plan that was made for us included many professional graphics and spreadsheets that were easy to understand.” — client of Family Wealth Partners
- “Cornerstone combines professionalism with a personal touch, making financial planning both effective and stress-free.” — client of Cornerstone Wealth Planning
- “I left feeling confident about my financial future and much more prepared to take control of my retirement planning.” — client of The Zaino Group
- “Their team has consistently offered expert guidance, skillfully navigating my portfolio through the ups and downs of the market over the years.” — client of Cornerstone Wealth Planning
Excerpts from public reviews of the firms listed on this page.
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