Signature Wealth Strategies
“During that time, they have been patient with my mom -- explaining everything to her and serving as an overall financial advisor (and sometimes counselor!”
Best Financial Advisors in New Bern, NC
10 firms listed · 6 in New Bern · 3 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Nautilus Wealth Management
Bluesky Wealth Advisors
“I highly recommend booking a free consultation to receive a proposal on how they could help you invest in your life!”
Murphy Matza Wealth Management
“They are very honest and respectful.”
Overman Capital Management
Altrius Capital Management
The 10 firms listed for New Bern, 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: New Bern, NC
Of the 10 firms we list here, 6 are in New Bern itself and 4 come from Jacksonville (3, 31 mi) and Oriental (1, 22 mi). 4 of the firms on this page have a rating, from 3.5 to 5.0 across 18 reviews; 3 are rated 4.5 or higher. 1 shows a license on its website and 2 have a BBB rating of A or A+. 9 have ten or more years of experience, the longest 75 years. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for all 10 of the firms on this page; 6 publish a contact page; 5 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 New Bern listed here?
6 of the 10 firms are located in New Bern. The others come from other towns within 35 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Lanvermeier & Jarman
Masters Wealth Management Group
“Our retirement years are now secured with a plan that has been put into motion without fear of exhausting income.”
Atlantic Coast Wealth Management
Arrowstar Financial
Why these companies made our list
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