View Profile
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
24 firms listed · 6 in New Bern · 14 rated 4.5+ · 2 show a license
Data verified October 18, 2026
View Profile
Nautilus Wealth Management
View Profile
Bluesky Wealth Advisors
“I highly recommend booking a free consultation to receive a proposal on how they could help you invest in your life!”
View Profile
Murphy Matza Wealth Management
“They are very honest and respectful.”
View Profile
Overman Capital Management
View Profile
Altrius Capital Management
The 24 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 24 firms we list here, 6 are in New Bern itself and 18 come from towns including Greenville (5, 39 mi), Jacksonville (4, 31 mi) and Morehead City (3, 31 mi). 16 of the firms on this page have a rating, from 3.8 to 5.0 across 198 reviews; 1 has 50 or more reviews and 14 are rated 4.5 or higher. 2 show a license on their websites and 2 have a BBB rating of A or A+. 19 have ten or more years of experience, the longest 75 years. 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 18 publish a contact page; 14 list a public email and 4 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.
Do firms listed for New Bern take financial planning bookings online?
4 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.
View Profile
Lanvermeier & Jarman
View Profile
Cooper Investment Company
“We have been investing with Cooper's for years and fine them very trustworthy and sound in investing.”
View Profile
Masters Wealth Management Group
- Needs
- Plans
- Phone Call
“Mastrodonato's expertise in planning for retirement certainly is evident with his advanced income and protection of asset techniques provided.”
View Profile
Atlantic Coast Wealth Management
View Profile
Rutherford Financial Group
View Profile
Arrowstar Financial
View Profile
Influx of Wealth
- Tools
- Coaching
- Goals
“Influx has helped me so much, from financial planning and credit repair to becoming an llc, influx has been instrumental in my development Financial/business literacy!”
View Profile
Milestone Wealth
- Parents
- Team
- Interest
“Dave and his team are carefully and thoughtfully working on our behalf, always monitoring and checking, calling fund managers and companies to know the pulse of what is going on and are looking at the long term successes that equal a stable retiremen...”
View Profile
Keel & Long Financial Management
“They have the clients best interest as their top priority.”
View Profile
Chused Patterson & Company, Cpas
“They do so much more and ALL the staff are friendly and feel like family.”
View Profile
The Journey's Group
“He still lives in the times where he thinks you can stop in at any time and have business taken care of.”
View Profile
Taunton Financial
“Great people to work with!!!!!!”
View Profile
Cents With Intent
“For those starting out on a financial journey , she's a great person to start with in building a budget you can work with and offering simple non complicated advice”
View Profile
Atlantic Wealth Management
“They are professional, compassionate and care deeply for their clients and their community.”
View Profile
Taylor Wealth
View Profile
Tilia Fiduciary Partners
- Account
- Team
- Portfolio
“Through navigating career changes, rental property buying/selling, and potential business investments, I have always been confident that they have my best interests in mind.”
View Profile
Carolina Retirement Planners
“We had our annual review with David, he discussed options for us to consider on optional investments, including one that wasn't available on the last review.”
View Profile
Inspire Financial Planning
“Before we met Jeff, we were feeling pretty lost and discouraged about our finances and investing, but with his support and guidance, we feel confident and excited for the future!”
Retirement Planning and Investment Management Services in New Bern, NC Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 430 cost profiles
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
