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Wealth Management Strategies
- Saving
“His advice on long term care, asset management and charitable giving are ensuring that my desires for my future are implemented to the advantage of me and my heirs.”
Best Financial Advisors in Rocky Mount, NC
24 firms listed · 6 in Rocky Mount · 1 open weekends · 14 rated 4.5+
Data verified October 16, 2026
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Landmark Financial Services
“Like it”
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Taylor Financial Strategies
“I like how they are patient with me and will answer any of my questions or concerns.”
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Whitener Capital Management
“Always making timely suggestions and putting our agenda at the forefront of his priorities.”
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Benfield Financial
“I recommend them to anyone looking to keep their money safe in this unstable world.”
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Emerald Asset Management
The 24 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 24 firms we list here, 6 are in Rocky Mount itself and 18 come from towns including Greenville (5, 35 mi), Smithfield (3, 45 mi) and Tarboro (1, 16 mi). 17 of the firms on this page have a rating, from 4.0 to 5.0 across 197 reviews; 14 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (85%) and value (69%). 1 is open on weekends. 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 2002. 1 offers 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; 22 publish a contact page; 22 list a public email and 6 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?
6 of the 24 firms are located in Rocky Mount. The others come from other towns within 50 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Fortis Wealth Management
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Influx of Wealth
- Meeting
- Planning
- Resources
“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!”
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Milestone Wealth
- Expertise
- Questions
- Success
“My husband and I have worked with Milestone Wealth for the last four years and we could not be happier with their guidance towards reaching our personal financial goals.”
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Acera Wealth Management
- Advisor
“Always calls to keep me informed of any changes or improvements that he thinks is needed, we also have quarterly reviews, to make sure that I am aware of or if I have any questions or concerns about my portfolio!!”
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Keel & Long Financial Management
“They have the clients best interest as their top priority.”
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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.”
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Taunton Financial
“Great people to work with!!!!!!”
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Faber Wealth Management
“We've been using Faber Wealth Management for over 30 years.”
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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”
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Next Chapter Financial Solutions & Services
“I am seeing results every month in my personal finances and now I have complete control of my financial future.”
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Taylor Wealth
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Sound Partners
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Private Wealth Management of NC
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Jessica C. Lamb, Financial Advisor
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Wallace Advisors, Registered Investment Advisor
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June Neri Financial
- Financial Advisor
- Life
- Trust
“They found the best insurance products for our needs and switched everything over for us and we will continue to meet to discuss our progress towards our goals.”
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Lewis Financial Management
“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.”
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Prime Capital Investment Advisors
- Knowledge
- Honesty
- Information
“I have been extremely pleased with the service I have received from Rich and Jim it has been 10 years plus they have been managing both myself and my wife's portfolio.”
Retirement Planning and Investment Management Services in Rocky Mount, NC Cost Estimates
Minimum cost
$1043
Maximum cost
$8862
National Average
$3128
Avg Per Hour Rates
$313
$2086
$5734
Fair price range is based on 482 cost profiles
Why these companies made our list
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