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 Wilmington, 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 Wilmington, NC Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Megan Kopka
CFP®, CRPC®™, RLP®
Kopka Financial LLC
Wilmington, NC
Specialties: Financial Life Planning, Navigating Widowhood, Caregiver Management, Tax-Efficient Investment Management, Liquidity Management, Cash Flow Planning, Debt Management, Retirement Management, Risk Management/Insurance Review and Planning, Estate Planning, College Planning, Special Needs Advising
Your financial well-being is our top priority. Located in Wilmington, NC, serving clients locally and across the country.
Stephan Shipe
Ph.D., CFA®, CFP®
Scholar Financial Advising LLC
Wilmington, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Advice, Ongoing Retainer Advising, Equity Compensation Planning, Estate and Wealth Transfer Planning
Flat-fee financial advice for complex financial lives. Serving clients in more than 40 states.
Ed Taylor
CFP®
Taylor Financial
Wilmington, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner serving clients in Wilmington, NC and all surrounding areas. Our office is located at the Landfall Executive Suites.
Ross Marino
CFP®, CeFT®
Dovetail Financial
Wilmington, NC
Specialties: Retirement Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Legacy and Inheritance Planning
Fee-only fiduciary retirement planning and investment management for people within five years of retirement or already retired, typically with $1M+ invested, serving Wilmington, Southeastern North Carolina, and clients virtually nationwide.
Tim Hicks
CFP®
Hicks Financial Partners, LLC
Wilmington, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in North and South Carolina, serving clients locally and across the country.
Nick Murphy
CFP®
Counterweight Private Wealth
Wilmington, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Custom Investment Portfolio Architecture, Tax Planning and Tax Optimization, Charitable Giving Planning, Trust and Estate Planning, Insurance and Risk Planning, Tax Preparation
A fee-only fiduciary wealth planner specializing in tax-forward retirement and business-exits. We help professionals and business owners turn decades of accumulated wealth into a tax efficient, purpose-driven retirement. In house tax-prep services.
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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)
