Top financial advisors in Cary, 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 moving to Cary, NC, or recently experienced a major life change like a job switch or inheritance, you might need an advisor who understands local tax nuances and growth trends. Without local insight, advisors might overlook how North Carolina's flat income tax and rapid population growth affect your financial plan.
- Local tax knowledge. Confirm how they incorporate North Carolina's flat income tax into your strategy, not just federal rules.
- Growth impact awareness. Ask how they adjust plans for Cary's rapid population growth and its effect on housing and investments.
- Experience with life changes. Look for advisors who model financial shifts from job changes, inheritances, or relocations specific to this region.
- Fee structure clarity. If considering flat-fee advisors, understand how their pricing aligns with your ongoing planning needs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Tyler D
Series 66
Cary, NC
Edward Jones
Tyler Dean's 11 years of experience and Series 66 designation equip him to address retirement income strategies and business ownership considerations relevant to Cary's financial landscape. Working at Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive approach including multi-generational wealth transfer and liquidity event planning, with an AUM fee up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 12 years
Avg account: $246,728
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Nicholas F
CFP®, Series 63, Series 65
Cary, NC
Testament Wealth Management
Nicholas Faulkner, a CFP® with six years of experience in Cary, NC, offers flat-fee project-based financial planning ranging from $1,500 to $7,000, which may suit those seeking clear pricing. His firm, Integra Wealth, serves individuals and trusts with a long-term, buy-and-hold investment approach, providing discretionary portfolio management and ERISA fiduciary services, distinguishing him from advisors focusing solely on hourly or AUM fees.
Experience: 7 years
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Joshua S
Series 66
Cary, NC
Wells Fargo Advisors
Joshua Seligson's 11 years of experience at Wells Fargo Advisors equip him to navigate Cary, NC's unique financial landscape, including local tax nuances and growth trends. His focus on high-net-worth clients and specialties like business exit strategies and cash flow budgeting distinguish him from others, while his large-firm resources offer comprehensive planning options tailored to affluent individuals and trusts.
Experience: 12 years
Avg account: $514,335
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Cody J
CFP®, Series 63, Series 66
Cary, NC
Truist Advisory Services
Cody Jeffcoat's 21 years of experience and CFP® certification equip him to navigate Cary, NC's financial landscape, including retirement income strategies and business owner retirement plans. Working at Truist Advisory Services, a large firm managing $67.7 billion, he offers active portfolio management with a 2.25% AUM fee, distinguishing him through extensive resources and a seasoned approach.
Experience: 21 years
Avg account: $560,278
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Stephanie B
Series 63, Series 65
Cary, NC
Kestra Advisory
Stephanie Bowens brings 28 years of experience and local Cary, NC presence, making her well-equipped to navigate North Carolina's flat income tax and rapid growth impacts on financial plans. Her affiliation with Kestra Advisory, a large firm offering fiduciary consulting and retirement-plan services, combined with her flat-fee and hourly pricing options, distinguishes her from other advisors in the area.
Experience: 28 years
Avg account: $618,892
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