Top financial advisors in Concord, 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 for your financial future in Concord, NC, you might be facing decisions about managing income, investments, or retirement in a region with flat income tax and rapid population growth. Without an advisor familiar with these local factors, you could miss opportunities or overlook tax implications that affect your plan.
- Local tax insight. Confirm how they incorporate North Carolina's flat income tax into your strategy to avoid surprises.
- Growth impact understanding. Ask how they adjust plans considering Concord's rapid population growth and its effect on housing and job markets.
- Fee structure clarity. Flat-fee advisors charge a set rate, so check how this aligns with your expected service needs.
- Experience relevance. Seasoned advisors bring years of practice that can help navigate complex financial scenarios common in this area.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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David N
Series 66
Concord, NC
Cambridge Investment Research Advisors
David Nifong offers 25 years of experience in wealth management and retirement income strategies, including plans for self-employed business owners, making him well-suited for financial planning in Concord's unique tax and growth environment. Affiliated with Cambridge Investment Research Advisors, a large SEC-registered firm, he provides flat-fee and hourly options, serving diverse clients with tailored strategies across multiple platforms.
Experience: 25 years
Avg account: $378,281
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Lynn I
Series 63, Series 65
Concord, NC
Intercarolina Financial Services, Inc.
Lynn Irvin offers expertise in retirement plans for business owners and wealth management, making him well-suited for financial planning in Concord, NC's unique tax and growth environment. With 39 years of experience at Intercarolina Financial Services, he provides flat-fee, independent advisory services using a blend of fundamental, technical, and cyclical analysis, distinguishing him from advisors with less comprehensive investment approaches.
Experience: 39 years
Avg account: $315,022
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David G
Series 66
Concord, NC
IFG Advisory, LLC
David Gordon's 26 years of experience and Series 66 designation equip him to address retirement plans and business exit strategies for clients in Concord, NC, a region with unique tax and growth factors. His firm, IFG Advisory, LLC, offers flat-fee financial planning and retirement plan advisory services, serving a diverse clientele with a multi-faceted investment approach, distinguishing him from other local advisors.
Experience: 27 years
Avg account: $506,517
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Marshall W
Series 66
Concord, NC
Edward Jones
Marshall Ward's seven years of experience and Series 66 designation equip him to address retirement plans and business ownership considerations in Concord, NC, where local tax and growth factors are crucial. Working at Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive range of investment strategies with an annual program fee up to 1.35%, distinguishing him from advisors at smaller firms.
Experience: 7 years
Avg account: $246,728
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Kevin O
Series 66
Concord, NC
FIFTH THIRD SECURITIES, Inc.
Kevin O'Hare brings 25 years of experience and a Series 66 designation to clients in Concord, NC, offering expertise in passive investing, tax-loss harvesting, and sustainable investing. Affiliated with Fifth Third Securities, a large firm providing diverse managed-account options and tax-overlay services, he combines local insight with sophisticated investment strategies and a 1.50% AUM fee structure.
Experience: 25 years
Avg account: $230,450
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