Carolina Retirement Planners
“At Carolina Retirement, I will be able to retire soon than I though was possible.”
Best Financial Advisors in Wilmington, NC
24 firms listed · all 24 in Wilmington · 1 open weekends · 20 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
Tilia Fiduciary Partners
“The fiduciary perspective has benefited my family immensely - I strongly recommend Tilia to all friends and family who need someone to make sense of a crazy investment world, especially in this very odd global-social-political climate we currently live in.”
Hayes CPA
“Over the past two years, he has helped me immensely with a variety of financial needs for my small business.”
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!”
Masonboro Advisors
“Highly recommend coming by to see what they have to offer, you won't regret it !”
Pathfinder Wealth Consulting
“He is client focused, innovative, community oriented, and I highly respect his firm and his work.”
The 24 firms listed for Wilmington, 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: Wilmington, NC
All 24 firms we list here are in Wilmington itself. We have 37 firms in Wilmington on file; this page shows the highest-rated 24. 20 of the firms on this page have a rating, from 4.8 to 5.0 across 273 reviews; 2 have 50 or more reviews. 1 is open on Saturdays. 1 shows a license on its website; 2 list staff certifications (CFP) and 1 has a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 2003. 1 offers payment plans 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; 13 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Wilmington take financial planning bookings online?
3 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.
The Right Divorce Solution
“She has been a great help in providing me additional information as I navigate the complexities of military divorce.”
Atlas Investment Management of Nest Capital
“I am very happy with Rusty Knowles work.”
Kopka Financial
“Megan and her team truly went above and beyond in assisting an elderly friend of our family after going thru the loss of her husband.”
Strategic Investment Partners
“If you're looking for financial planning services in Wilmington, NC, whether it's retirement planning, portfolio management, or sound investment advice, I highly recommend Strategic Investment Partners.”
Copley Investment Management
“He is knowledgeable, professional yet personable and an all around great person.”
Eastwood Wealth
“He has not only financially set us on a growth path that makes our lives very comfortable but he is the most hardworking person that we could ever want.”
Glen Hedrick @ Old North State Wealth Management
“He has explained our fianaces to me in terms that I understand which makes it so much better.”
Dominion Wealth Management
Seagate Wealth Advisors
“Ryan Horne has been wonderful with helping me with my 401k plan even though my employer showed complete incompetence”
Taylor Financial
“After a lifetime of handling my own portfolio I needed help with retirement planning, but after meeting him my concerns were abated.”
Matthew K. Brenneman CFP
“Very Professional and excellent customer service.”
Nabell Winslow, Investments and Wealth Management
Sound Harbor Wealth Partners
Lumina Wealth Management
John J Bean CPA
Northwestern Mutual-Pete Cox
Catlett Godin Wealth Management
Velocity Solutions
Why these companies made our list
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