Menu

10 Top Rated
Financial Advisors in North Carolina

Badge1

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Glenn Wessel

Wessel Investment Counsel, L.L.C.
CFA® CPA CFP®
Glenn Wessel, a financial fiduciary has been a Paladin Registry member since 2005. Glenn is the owner of Wessel Investment Counsel, L.L.C.. Glenn holds the Chartered Financial Analyst , Certified Public Accountant , Certified Financial Planner certifications and has over 32 years of experience. Glenn provides financial services to clients in the Asheville, North Carolina area.
Badge1

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Lance Ray

Focus Pointe Financial, LLC
CFP®
Lance Ray, a financial fiduciary has been a Paladin Registry member since 2005. Lance is the owner of Focus Pointe Financial, LLC. Lance holds the Certified Financial Planner certifications and has over 17 years of experience. Lance provides financial services to clients in the Holly Springs, North Carolina area.
Badge7

Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Ryan Mumy

Mumy Financial Advisors, LLC
AIF® CFP®
Ryan Mumy, a financial fiduciary has been a Paladin Registry member since 2013. Ryan is the owner of Mumy Financial Advisors, LLC. Ryan holds the Accredited Investment Fiduciary , Certified Financial Planner certifications and has over 16 years of experience. Ryan provides financial services to clients in the Hickory, North Carolina area.
Badge1

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Tony Montanari

ACM Wealth Management
CIMA®
Tony Montanari, a financial fiduciary has been a Paladin Registry member since 2013. Tony holds the Certified Investment Management Analyst certifications and has over 20 years of experience. Tony provides financial services to clients in the Charlotte, North Carolina area.
Badge1

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Charles Jones

Wells Fargo
CPA CFP® CFA®
Charles Jones, a financial fiduciary has been a Paladin Registry member since 2005. Charles holds the Certified Public Accountant , Certified Financial Planner , Chartered Financial Analyst certifications and has over 30 years of experience. Charles provides financial services to clients in the Charlotte, North Carolina area.
Badge1_firm

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Partner Leads

Edelman Financial Engines
Edelman Financial Engines, a financial fiduciary has been a Paladin Registry member since 2014. Chris provides financial services to clients in the Overland Park, Kansas area.
Badge4_firm

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Janise Brooks

PAX Financial Group
PAX Financial Group, a financial fiduciary has been a Paladin Registry member since 2018. Firm provides financial services to clients in the San Antonio, Texas area.
Badge8

Paladin Validated

This advisor or firm is a vetted, documented member of the Paladin Registry.

Paladin’s research department has reviewed comprehensive information that describes this advisor or firm’s credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Glen McLaughlin

Buoyant Financial
MBA
Glen McLaughlin, a financial fiduciary has been a Paladin Registry member since 2019. Glen is the owner of Buoyant Financial . Glen holds the Master Business Administration certifications and has over 21 years of experience. Glen provides financial services to clients in the Huntersville, North Carolina area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jeff Headrick

Inspire Financial Planning
Jeff Headrick, a financial fiduciary has been a Paladin Registry member since 2019. Jeff provides financial services to clients in the Wilmington, North Carolina area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Michael Black

E.K. Riley Investments, LLC
Michael Black, a financial fiduciary has been a Paladin Registry member since 2019. Michael provides financial services to clients in the Charlotte, North Carolina area.

Email Advisor

Currently seeking a top quality financial advisor?

Our FREE match service finds the best advisors for you. Start your search today.

Get Started!

Ready to start interviewing financial advisors?

  • Our proprietary program connects you to the right financial advisors.
  • We validate and document advisor credentials, ethics, and business practices for you.
  • You select the advisors you want to interview.