Top financial advisors in Burlington, 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.
You might be considering a financial advisor if you're navigating Burlington's growing economy and want to make the most of your income and investments. A common mistake is working with an advisor who doesn't understand how local tax rules and population trends affect your financial plan.
- Local tax insight. Confirm the advisor knows how North Carolina's flat income tax impacts your earnings and investment returns.
- Growth-aware planning. Ask how they incorporate Burlington's rapid population growth into your long-term financial goals.
- Income management focus. Look for advisors who help balance steady income streams with investment opportunities suited to your stage of life.
- Experience relevance. Check how their years of experience translate into strategies tailored for Burlington's unique market conditions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kimberly F
Series 63, Series 65
Burlington, NC
Wells Fargo Clearing
Kimberly Faucette's 25 years of experience and Series 63 and 65 credentials equip her to navigate Burlington's financial landscape, including local tax implications and growth trends. Affiliated with Wells Fargo Clearing, a large firm offering flat-fee structures and retirement plan consulting, she serves high-net-worth clients and brings a disciplined IPS-driven investment approach, distinguishing her from advisors with smaller practices or different fee models.
Experience: 26 years
Avg account: $475,575
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Angela H
Series 63, Series 65
Burlington, NC
LPL Financial
Angela Hall's 24 years of experience and expertise in wealth management, retirement plans for business owners, and tax-loss harvesting equip her to navigate Burlington's unique financial landscape, including local tax implications. Affiliated with LPL Financial, a large firm offering both advisory and brokerage services, she provides flat-fee financial planning, appealing to clients seeking transparent pricing and comprehensive investment solutions.
Experience: 25 years
Avg account: $399,489
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Michael J
Series 66
Burlington, NC
Silver Oak Securities, Incorporated
Michael Jones offers financial planning and portfolio management services in Burlington, NC, with 17 years of experience and a Series 66 designation. His firm, Silver Oak Securities, manages over $2 billion in assets and serves a diverse client base including executives and business owners, providing flat-fee and negotiable AUM fee structures that may suit high earners navigating local tax and growth dynamics.
Experience: 18 years
Avg account: $278,962
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Jonathan F
Series 66
Burlington, NC
Edward Jones
Jonathan Foster's 18 years of experience and Series 66 designation equip him to navigate Burlington's unique financial landscape, including local tax implications and growth trends. Affiliated with Edward Jones, a large firm serving over four million clients, he offers wealth management and tax-loss harvesting services with a program fee up to 1.35% annually, catering to executives, retirees, and business owners.
Experience: 0 years
Avg account: $246,728
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Robert C
Series 66
Burlington, NC
Raymond James Financial
Robert Cockman offers financial planning in Burlington, NC, with expertise in retirement, business succession, and cash flow management, supported by a Series 66 designation and three years of experience. Affiliated with Raymond James Financial, a large firm known for flat-fee structures and serving diverse clients, he brings a unique perspective from his prior pharmacy consulting and business ownership background.
Experience: 4 years
Avg account: $700,796
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