Wealth Management Strategies
“I highly recommend Wealth Management for anyone serious about growing/saving their $$.”
Best Financial Advisors in Rocky Mount, NC
10 firms listed · 5 in Rocky Mount · 7 rated 4.5+
Data verified October 16, 2026
Benfield Financial
“I recommend them to anyone looking to keep their money safe in this unstable world.”
Landmark Financial Services
Whitener Capital Management
“Rick has consistently knocked it out of the park for me and my family for years.”
Emerald Asset Management
Fortis Wealth Management
The 10 firms listed for Rocky Mount, 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: Rocky Mount, NC
Of the 10 firms we list here, 5 are in Rocky Mount itself and 5 come from Greenville (2, 35 mi), Tarboro (1, 16 mi) and Kenly (1, 31 mi). 8 of the firms on this page have a rating, from 4.0 to 5.0 across 119 reviews; 1 has 50 or more reviews and 7 are rated 4.5 or higher. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 2003. We have a website on file for all 10 of the firms on this page; 9 publish a contact page; 9 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.
Why are financial advisers outside Rocky Mount listed here?
5 of the 10 firms are located in Rocky Mount. The others come from other towns within 40 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Influx of Wealth
“Came away from my coaching session feeling like I had the tools to move my business forward!”
Faber Wealth Management
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Cents With Intent
“She has a way with her words that leave you feeling comfortable and at ease while discussing what feels like very personal and private information.”
Taylor Wealth
Why these companies made our list
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