June Neri Financial
“Ansell and Matt have been so amazing at helping my family get our everyday finances in order and plan for college and our future.”
Best Financial Advisors in Wake Forest, NC
15 firms listed · 5 in Wake Forest · 13 rated 4.5+ · 2 show a license
Data verified October 18, 2026
Lucid Wealth Planning
“Jeff helped us lay out long-term planning with a very understandable approach.”
Carlson Financial Services
“Roy and the staff are excellent.”
Oak City Consulting
Franks Financial + Insurance Planning
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Steward Wealth Strategies
“If you want a financial planning firm which values personal service, professional excellence, and extreme generosity, THIS one is where we have found all those things.”
The 15 firms listed for Wake Forest, 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: Wake Forest, NC
Of the 15 firms we list here, 5 are in Wake Forest itself and 10 come from Raleigh (12 mi). 13 of the firms on this page have a rating, from 4.7 to 5.0 across 534 reviews; 3 have 50 or more reviews. The services the firms on this page list most often on their websites are tax planning (3), estate planning (2), financial planning (2) and investment management (2). 2 show a license on their websites and 5 have a BBB rating of A or A+. 13 have ten or more years of experience, the longest 38 years. 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 13 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 Wake Forest take financial planning bookings online?
4 of the 15 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.
H & M Financial Group
“Chris helped me with my financial questions when No one else could.”
Wapner Presley
“Availability by email or text; always eager to share suggestions and on time.”
Compass Financial Group
“I highly recommend Richard Hill & Compass Financial Group to help people live life comfortably without worrying about finances.”
Batchelor Tillery & Roberts
“Ronnie is the best in the business!”
Capital Investment Companies
“I could not imagine better care or a more comforting, informed, transparent experience, and would not hesitate in recommending anyone, regardless of their investment scenario, trust them to guide their future financial security.”
Ark Royal Wealth Management
“Mike is a great listener that takes and objective investment approach based on our current life stage and vision for the future.”
Financial Resource Management
“They still let me come in the office even though I have taken no less then 2 dozen of those little white mints.”
Wrenn Financial Strategies
Pendleton Financial
“Super helpful and always seeking to help you understand your finances and what's going to work best, long-term.”
Why these companies made our list
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