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Rutledge Financial Partners
“Nike Miles will wow you with his understanding of the market and he is a great resource and expert for all your financial planning needs.”
Best Financial Advisors in Matthews, NC
24 firms listed · 8 in Matthews · 3 open weekends · 18 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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Fairway Financial
“Great people who care about making the right investments for you.”
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Ali-Polly & Associates
- Understanding
- Life Insurance
- Expertise
“I met her back when my husband was a client & started working with her almost 5 years ago and now I am her client today & I love working with her any questions I may have she is always there to answer them.”
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Mint Hill Wealth Management
“Highly recommended if you're looking for a wealth team with strong ethics and knowledge!!”
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Sterling Financial Group
“Sterling financial provides amazing personalized financial advice!”
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Next Financial
The 24 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 24 firms we list here, 8 are in Matthews itself and 16 come from towns including Charlotte (13, 9 mi), Mint Hill (1, 5 mi) and Pineville (1, 10 mi). 20 of the firms on this page have a rating, from 4.0 to 5.0 across 782 reviews; 8 have 50 or more reviews and 18 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (95%), quality (79%) and responsiveness (79%). The topics that come up most in reviews of the firms on this page are "communication", "knowledge" and "expertise". 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are estate planning (3), financial planning (3), investment management (2), tax planning (2) and wealth management (2). 1 shows a license on its website and 5 have a BBB rating of A or A+. Domain records put 19 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 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.
Do firms listed for Matthews take financial planning bookings online?
6 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Theproactiveinvestor.com
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Stewardship Partners
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Family Wealth Partners
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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.”
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Fisher
- Job
- Work
- Company
“They also offer suggestions or highlight things that let you know we are not just another number on their client list, but that they truly care about our business and want to ensure it succeeds.”
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Perry G. Walker Accounting & Tax Service
- Information
- Understand
- Company
“Walker is an Enrolled Agent, he was best suited to help us navigate our prior years' returns, discovering that the returns had been calculated incorrectly.”
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Newtonwealthmanagement
- Questions
- Job
- Work
“Ed has been invaluable in providing guidance to ensure that tax and accounting issues are set up to enable us to manage our money effectively, both on a personal and business level.”
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The Zaino Group
- Postal
- Thrift Savings Plan
- Information
“We had our one on one session with him and he was able to offer recommendations that will help save us lots of money and will also prevent us from losing money when the market drops.”
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Linden Thomas & Company
- Portfolio
- Knowledge
- Individual
“I have had Linden Thomas as my financial advisor and investment professional for many many years and I cannot say enough good things about his company, the professionals that work along beside him, and himself personally!!”
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Pro Financial Group
- Team
- Learn
- Service
“My experience with Pro financial group has been transcendental, it opened the doors of hope, it is giving me the opportunity to be an investor in this country and the tools to achieve it in a lawful, ethical and legal way.”
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Kohari Gonzalez Oneyear & Brown
- Responsive
- Company
- Knows
“Through timely preparation, courteous service, and very professional operation, we have been updated on law changes and changes required in record keeping or accounting processes.”
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Lb&j Certified Public Accountants
- Understand
- Stress
- Strategy
“He took the time to answer all my questions thoroughly, clarified benefits of various LLC options, and walked through what to expect when partnering with out of state investors.”
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The Grady Group
- Questions
- Aging
- Meeting
“They are not pushy, and they listen; they reward their clients with lunches and dinners and holiday perks, even though you have not purchased additional services, they don't forget about you”
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Robert Palmer & Associates
- Financial
- Meeting
- Job
“If you're looking for an accounting firm that does individual taxes, business taxes, quarterly work and monthly work, (Financial statements, bookkeeping, payroll) give them a call!”
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Elevated Financial & Tax
- Team
“I started working with them several years ago and have always been pleased.”
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Alloy Wealth Management
- People
- Retirement
- Future
“His team players , Erica, Kimmy,Hunter , Courtney and Reid are the best and always a phone call away from a somewhat “pesky old” client such as me !!”
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Wealthplan Financial Group
“Thank you Randy for all of you professional advice and the peace of mind I get from partnering with you and Wealthplan Financial Group.”
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Blue Financial
- Company
- Library
- Seminar
“They were both extremely helpful in every way and delivered even more than they promised, which was that we would be confident that we were maximizing our S.”
Retirement Planning and Investment Management Services in Matthews, NC Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 429 cost profiles
Why these companies made our list
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