What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Concord, NC area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Concord, NC Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Daniel Tobias
CFP®
Passport Wealth Management
Cornelius, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, ESG Investing Services, Tax Efficient Investing, College Education Planning
We help people live with passion, turning inspiration into reality. Serving clients local to Charlotte, NC and across the country.
Travis Tracy
CFP®, EA
Fortitude Financial Planning
Raleigh, NC
Specialties: Tax Planning, Entrepreneurs, Comprehensive Financial Planning, Investment Management, Restricted Stock Options, Incentive Stock Options, Non-qualified Stock Options, Tax Preparation
As financial planner based in Raleigh, NC, I specialize in helping tech professionals and entrepreneurs navigate complex tax and financial challenges, providing comprehensive, flat-fee services tailored to support both short- and long-term goals.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
