Best Financial Advisors in Raleigh, NC

The highest-rated Financial Planning & Wealth Management firms out of 359 vetted & reviewed in the Raleigh area.

Steward Wealth Strategies

Steward Wealth Strategies

Best of 2022
(13)
Everyday Stewardship Services, Private Client Group, Premier Stewardship Services
“The thing I appreciate most about SWS is that they don't just tell us what we should do, but take the time to educate us on what options we have so that we can make the best decision for our family.”
In Business Since 2013
Licensed, BBB Rating: A+
343 E Six Forks Rd #388, Raleigh, NC
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H & M Financial Group

H & M Financial Group

(20)
Investment Planning, Retirement Planning, Insurance Planning
“As a measure of the level of service, I live in Texas (was connected to Chris via relatives in NC) and Chris stays on top of my retirement even though I can't pop in to his office for regular meetings.”
In Business Since 2006
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
8309 Six Forks Rd Suite 107, Raleigh, NC
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Scott D Sorrell, Cfp, Aif, Aep, Ch FC, Clu, Ricp, Casl, Cltc

Scott D Sorrell, Cfp, Aif, Aep, Ch FC, Clu, Ricp, Casl, Cltc

(20)
Business Planning, Retirement Planning, Estate Planning
“Not only have they worked with my wife and I to ensure we have a good financial plan and coverage, the team has also been very helpful in helping talking through day to day financial decisions that other firms I've used don't engage in.”
In Business Since 2008
8816 Six Forks Rd Suite 301, Raleigh, NC
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Capitol Financial Solutions

Capitol Financial Solutions

(18)
Charitable Planning, Estate Planning Strategies, Insurance and Risk Management
“His thorough investigative inquiry of our goals and interests, meticulously detailed review of our current investment strategies, and presentation of potential avenues of consideration, have helped us confidently move in the direction of our retireme...”
In Business Since 2006
Below Average Price Tag
Accepts All Major Credit Cards
8816 Six Forks Rd Suite 301, Raleigh, NC
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Great American Credit Repair Company

Great American Credit Repair Company

(13)
Credit Repair, Credit Counselling, Credit Restoration
“Wonderful company.”
In Business Since 2009
Free Initial Consultation
555 Fayetteville St Suite 201, Raleigh, NC
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Lifetime Asset Management and Life Time Tax Management

Lifetime Asset Management and Life Time Tax Management

(4)
  • CPA
“Most years, I was able to get my accountant's copy of Quickbooks to them by middle of January having everything necessary in QB, and if their was a minor question, there was no charge.”
In Business Since 1998
Licensed, BBB Rating: A+
801 Corporate Center Dr Suite 110, Raleigh, NC
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Lewis Financial Management

Lewis Financial Management

(1)
Wealth Management, Raleigh Certified Financial Planners, Investment Advisory Services
“When I first came to them I knew NOTHING of the financial world until Doug with his time, patience and white board explained it to me.”
In Business Since 1987
Accepts Check
CFP Certified
1611 E Millbrook Rd, Raleigh, NC
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Avrac Finance / Tus Impuestos y Finanzas

Avrac Finance / Tus Impuestos y Finanzas

(3)
  • Service
  • Tax Return
  • Attention
“Now I'm enabled to apply for my new car credit, I appreciate your help!!!”
In Business Since 2021
Serving Raleigh Area
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Steward Ingram & Cooper

Steward Ingram & Cooper

(7)
Accounting, Tax Planning & Preparation, Financial Statements
“They are experts that covers every aspect of accounting including audit, accounting, tax, and consulting services to individuals, businesses, nonprofits, trusts, and estates.”
In Business Since 1990
3120 Highwoods Blvd, Raleigh, NC
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Financial Symmetry

Financial Symmetry

(4)
Wealth Management, Financial Planning
“FSI has provided outstanding advice in all facets of personal finance including asset allocation, diversification, portfolio design, tax planning and efficiency, and behavioral finance guidance.”
In Business Since 2003
Transparent Fees & Pricing
Accepts All Major Credit Cards
1511 Sunday Dr #300, Raleigh, NC
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Andrew K. Rose, Cfp, Clu, Ricp Financial Advisor

Andrew K. Rose, Cfp, Clu, Ricp Financial Advisor

(2)
Specialization: Financial Planning, Specialization: Pre-Retirees, Specialization: Legal Professionals
“I highly recommend Andrew to anyone in need of financial planning and advice, at any stage of life.”
In Business Since 2017
Transparent Fees & Pricing
8816 Six Forks Rd, Raleigh, NC
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Glenwood Financial Partners

Glenwood Financial Partners

(2)
Financial Services, Goals-Based Wealth Management, Portfolio Performance Testing
“They take the time to understand your situation and come up with a custom plan to fit your needs.”
In Business Since 2016
3717 National Dr Suite 211, Raleigh, NC
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Polimeni Tax and Financial Group

Polimeni Tax and Financial Group

(2)
Federal Benefits, Social Security Planning, Estate Planning
“He was always available, and he had to walk me through some steps and speedbumps.”
In Business Since 2015
Average Price Tag
3733 National Dr Suite 123, Raleigh, NC
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William D. Smith, Cfp, Aif, Aep, Ricp, Lutcf, Cltc

William D. Smith, Cfp, Aif, Aep, Ricp, Lutcf, Cltc

(6)
“He has been there for us 100% through cancer treatments, broken ankles, and the navigation of general financial growth opportunities to help us as we walk into our golden years.”
In Business Since 2016
Below Average Price Tag
8816 Six Forks Rd #301, Raleigh, NC
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Bedford Financial

Bedford Financial

(5)
“He was very professional, responsive and genuine in all aspects of our process.”
In Business Since 2003
Offers Financing Options
9650 Strickland Rd Suite 103-248, Raleigh, NC
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Patriot Wealth Management

Patriot Wealth Management

(1)
Retirement Planning, Portfolio Management, Tax Planning
“Good folks, big enough to get you the help you need and small enough to care about doing it.”
In Business Since 2014
4350 Lassiter at North Hills Ave #330, Raleigh, NC
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Peace Of Mind Wealth Management

Peace Of Mind Wealth Management

(5)
  • Investments
“Over the past four years with POM Wealth Management, they have demonstrated the benefits of active management, sound wealth management principles, and consistent performance.”
In Business Since 2019
4101 Lake Boone Trail #111, Raleigh, NC
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Raleigh Investment Consultant

Raleigh Investment Consultant

(5)
  • Course
  • Strategy
“I'll truly appreciate your dedication and helping hand for me to learn the platform and make my own decisions instead of relying on investment agencies.”
In Business Since 2018
2301 Rexwoods Dr Ste 100, Raleigh, NC
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Brian Carr, Cfp, AIF Financial Advisor

Brian Carr, Cfp, AIF Financial Advisor

(4)
“He takes a professional/personal approach to ensure satisfaction of services and, most importantly, confidence that we can enjoy our retirement years with adequate income and market positioning.”
In Business Since 2014
8816 Six Forks Rd Suite 301, Raleigh, NC
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Compass Financial Group

Compass Financial Group

(4)
“We have been working with Richard Hill for over 5 years and have been very pleased with his lead in helping us to plan and execute our retirement.”
In Business Since 2010
7000 Harps Mill Rd Suite 103, Raleigh, NC
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Retirement Planning and Investment Management Services Estimated Cost in Raleigh, NC 2022

Minimum cost
$1010
Maximum cost
$8585
National Average
$3030
Avg Per Hour Rates
$303
$2020
$5555
Fair price range based on 174 cost profiles
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Average Cost $3030
Minimum cost $1010
Maximum cost $8585
Avg Per Hour Rates $303

Fair range $2020 to $5555 is based on 174 cost profiles.

Why these companies made our list

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