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Top Rated Financial Advisors in Charlotte, North Carolina

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Charlotte, North Carolina is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Charlotte, North Carolina with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Charlotte, North Carolina near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Tony Montanari

ACM Wealth Management
CIMA®
Tony Montanari, a financial fiduciary, provides financial services to clients in the Charlotte, North Carolina area. Tony holds a CIMA® certification. Tony has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    First Clearing & Pershing

BASIC INFORMATION NEEDED FOR THE INQUIRY

Alex Calott and Austin Powell

Blue Financial
CFP®
Alex Calott and Austin Powell, a financial fiduciary, provides financial services to clients in the Charlotte, North Carolina area. Alex holds a CFP® certification.

Additional Information:

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets

    Name(s) of Custodian(s):
    Fidelity Investments

BASIC INFORMATION NEEDED FOR THE INQUIRY

Craig Faile

Blackbridge Financial
MBA, CFP®, CLU®, ChFC®
Craig Faile, a financial fiduciary, provides financial services to clients in the Charlotte, North Carolina area. Craig holds the MBA, CFP®, CLU®, ChFC® certifications. Craig has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Retirement Planning
  • Wealth Management
  • Investment Advice & Management
  • View More

BASIC INFORMATION NEEDED FOR THE INQUIRY

BASIC INFORMATION NEEDED FOR THE INQUIRY

Antonio V. Porretta

Blackbridge Financial
AAMS®, Accredited Asset Management Specialist (AAMS®)
Antonio V. Porretta, a financial fiduciary, provides financial services to clients in the Harrisburg, North Carolina area. Antonio holds the AAMS®, Accredited Asset Management Specialist (AAMS®) certifications. Antonio has over 19 years of experience.

Additional Information:

Years of Experience:
19 Years

    Asset Requirement: $250,000

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Financial Advice & Consulting
  • Financial Planning for Individuals
  • View More
    • Financial Planning for Businesses
    • Estate Planning & Trusts

    Name(s) of Custodian(s):
    LPL Financial

BASIC INFORMATION NEEDED FOR THE INQUIRY

Jeff McElroy

US Financial Services
CFP®, CLU®
Jeff McElroy, a financial fiduciary, provides financial services to clients in the Cornelius, North Carolina area. Jeff holds the CFP®, CLU® certifications. Jeff has over 31 years of experience.

Additional Information:

Years of Experience:
31 Years

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Estate Planning & Trusts
    • Insurance Products & Annuities

BASIC INFORMATION NEEDED FOR THE INQUIRY