Top financial advisors in Brevard, NC
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're planning your financial future in Brevard, NC, you might be navigating decisions shaped by the area's flat income tax and rapid population growth. Choosing an advisor who understands how these local factors affect your investments and tax planning can help you avoid costly mistakes.
- Local tax insight. Confirm how they incorporate North Carolina's flat income tax into your overall strategy.
- Growth impact analysis. Ask how they adjust plans based on Brevard's population trends and economic shifts.
- Income timing strategies. Discuss how they manage income streams to optimize tax outcomes in a flat tax environment.
- Experience with regional markets. Look for advisors familiar with local real estate and business climates affecting your portfolio.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Michael B
Series 63, Series 65
Brevard, NC
STIFEL
Michael Boulos brings 41 years of experience in general retirement and income planning, well-suited for navigating Brevard's flat income tax and economic growth. Affiliated with Stifel, a large firm serving diverse clients with proprietary investment strategies, he offers a seasoned perspective distinct from smaller local advisors.
Experience: 42 years
Avg account: $773,556
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Joshua T
Series 66
Brevard, NC
Edward Jones
Joshua Tilley offers 18 years of experience in wealth management and tax-loss harvesting, which can help navigate Brevard's flat income tax and economic growth. Affiliated with Edward Jones, a large firm serving over four million clients, he provides a range of advisory programs with a fee of up to 1.35% annually, distinguishing him through extensive resources and multi-generational wealth transfer expertise.
Experience: 18 years
Avg account: $246,728
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Samuel G
Series 63, Series 65
Brevard, NC
Wells Fargo Clearing
Samuel Gabin, based in Brevard, NC, offers financial advice through Wells Fargo Clearing, a large firm experienced in retirement plan consulting and modern portfolio theory. His flat-fee structure and focus on high-net-worth clients differentiate him from others, while his background as a retired founder/business owner adds practical insight into local economic factors affecting investments.
Experience: 3 years
Avg account: $475,575
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Jon G
CFP®, PFS™, Series 63
Brevard, NC
Encompass Advisors, Ltd.
Jon Green offers expertise in wealth management and options strategies, well-suited for navigating Brevard's flat income tax and economic growth. With 21 years of experience, he leads Encompass Advisors, providing customized portfolios using low-cost funds and thorough analysis, and offers flexible flat-fee and hourly financial planning options, distinguishing him from other local advisors.
Experience: 21 years
Avg account: $973,493
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Gerald H
Series 63, Series 65
Brevard, NC
LPL Financial
Gerald Hendrix Jr. offers extensive expertise in wealth management and retirement plans for business owners, making him well-suited to address financial planning needs in Brevard's unique tax and growth environment. His flat-fee structure, affiliation with the large firm LPL Financial, and nearly three decades of experience provide a blend of personalized service and robust resources that distinguish him from other advisors in the area.
Experience: 30 years
Avg account: $399,489
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