FinanceHQ’s team of experts conducted thorough research on financial advisors in Charlotte. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in Charlotte range from $603M to $3B in AUM, and have an average of 31 years of experience.Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
With a long track record dating back to its founding in 1964, Bragg Financial Advisors Inc. has been one of the top financial advisors in Charlotte for over six decades. They specialize in wealth advisory, family office, and portfolio management for individuals, trusts, foundations, and corporations. With a client-centric approach, they offer personalized services and transparency, ensuring confidence in financial planning and investment strategies.
New Republic Partners is a Charlotte-based financial advisor company founded in 2020. They specialize in investment management, wealth advisory, risk management, tax management, and other financial services. Their commitment to aligning their solutions with a client's needs sets them apart when providing innovative solutions for individuals, families, and family offices. Addressing top-tier investment opportunities leads their clients to achieve financial success.
If you require boutique advisor services, Carolinas Investment Consulting (CIC) is an employee-owned boutique investment consulting firm founded in 2001. Headquartered in Charlotte, CIC specializes in investment management, risk management, retirement planning, education savings and gifts, trusts and estates, and charitable giving. With over 20 professionals serving clients across 34 states and managing over $1 billion in assets, CIC prioritizes nurturing client relationships and providing impartial investment advisory solutions integrated with comprehensive wealth management services.
One of the best advisors in Charlotte, Novare Capital Management is a client-focused investment advisory firm founded in 1999. They specialize in fixed-income management, cash flow and retirement planning, equity strategies, trust and estate review, financial education, and alternative investments. With a team of 23 professionals, Novare prioritizes holistic financial planning, personalized investment management, and ethical business practices to optimize wealth for individuals and families in Charlotte.
Founded by Stephen L. Thomas in 2005, Linden Thomas & Company is an independent financial advisor firm based in Charlotte. We chose them as a top financial advisor in Charlotte because they specialize in private wealth management, portfolio management, and retirement planning. Their unique approach, known as "Institutional Direct," offers clients direct access to individually managed equity portfolios, emphasizing transparency, control, and tailored investment strategies.
If you need a boutique advisor service, MBL Advisors serves people in Charlotte and specializes in wealth management. Founded in 1985, their extensive track record speaks for itself in areas such as insurance solutions, business exit planning, and executive and corporate retirement benefits. Their commitment to innovation is evident through proprietary processes, and their affiliation with the M Financial Group provides access to national resources typically available only to large firms.
McShane Partners is a fee-only financial advisor company founded in 1985 by Mary Rinehart. Headquartered in Charlotte, they specialize in wealth advisory and investment management services, providing unbiased advice and personalized solutions to affluent clients. They stand out as one of the top advisors in Charlotte by operating as a fiduciary, refraining from selling financial products and prioritizing long-lasting client relationships.
Founded in 1989 and headquartered in Charlotte, Kingfisher Capital is an independent financial services firm specializing in money management, strategic philanthropy, education planning, asset protection, investment management, financial planning, estate planning, trust services, and tax strategy. With nearly three decades of experience, they prioritize clients' interests and employ a research-driven approach to money management. Their comprehensive services aim to protect and enhance wealth, ensuring security, lifestyle, and a lasting legacy for affluent families, professionals, and businesses.
Charlotte's evolving economic landscape has plenty of implications for retirement planning. A top financial advisor in Charlotte can assess the area's local economic trends, employment opportunities, and cost of living. By considering these factors, they can create a retirement plan that aligns with the city's unique dynamics. This approach ensures that individuals and retirees in Charlotte can achieve financial security during their retirement years, even amidst changing economic conditions.
While North Carolina does tax retirement income, there are exemptions for certain types of retirement income, including Social Security benefits. To navigate these complexities and minimize state income tax liabilities, Charlotte's financial advisors can help residents optimize their income sources and employ tax-efficient strategies, ultimately enhancing their financial security during retirement.
Collaborating with a financial advisor in Charlotte offers unique benefits for residents of the Queen City. Local advisors have a deep understanding of Charlotte's financial landscape, allowing them to tailor your financial plan to the region's specific opportunities and challenges. They can help you take advantage of local investment options, such as real estate ventures or local businesses, and provide insights into the city's cost of living to ensure your financial goals are realistic and achievable.
While not all financial advisors in Charlotte may specialize in cryptocurrencies, some may have expertise in this area. If you're interested in cryptocurrency investments, it's essential to find an advisor with specific knowledge and experience in digital assets. They can help you understand the risks and potential rewards associated with cryptocurrencies, provide guidance on portfolio diversification, and assist in making well-informed investment choices.
Many financial advisors in Charlotte offer tax planning and optimization services. They can help you prepare your income tax returns, identify deductions and credits you may be eligible for, and structure your finances to minimize your tax liability. By working with a financial advisor who understands the local tax landscape, you can ensure that your financial strategy is tax-efficient and aligned with Charlotte's tax regulations.
The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.
We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.
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