Ways to browse advisors serving Concord, NC

Pick a specialty or descriptor to browse more advisors serving Concord, NC.

By how they work

Type	Advisors
Large-firm	4,295
Flat-fee	1,963
Seasoned	1,368
Independent	1,012
CFP®-certified	861

By who they serve

Type	Advisors
High-net-worth	1,477
Baby Boomer	61

Browse by specialty

Find advisors serving Concord, NC who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	3,733
Retired	2,219
Tax-loss harvesting	1,850
Mid-Career Professionals	1,669
Retirement income strategy	1,510
Executive	1,436
General retirement planning	1,307
HENRY (High Earners, Not Rich Yet)	1,221
Retirement plans for business owners (SEP, solo 401k)	1,094
College savings (529s, UTMA, etc.)	1,023
Wealth management	1,001
ESG / Sustainable investing	993
Active portfolio management	738
General estate planning guidance	737
Approaching retirement	708
Cash flow / budgeting	426
Private / alternative investments	404
Educators, Teachers, and Academics	403
Income planning	388
Options & derivatives strategies	319
Passive / index investing	275
Business exit / sale strategy	256
Charitable giving & philanthropy	219
Annuities	201
Retirement withdrawal strategies	200
Social Security optimization	182
Multi-generational wealth transfer	147
Business succession planning	124
Concentrated stock management	113
Divorce financial planning	110
Real estate investing	109
Self-Employed	99
Equity compensation tax strategy	93
Business ownership considerations	90
Divorced	77
Tax strategies for small businesses	76
Married/Couples/Partners	75
Attorney	66
Women Professionals	52
Parents	49
General tax planning	48
Long-term care insurance	48
Financial Professional	44
Established Professionals	41
Factor investing / smart beta	38
Debt management	37
Planning for children with special needs	33
Equity Recipients (RS/RSU, SOP, ESPP)	22
Values-based investing	22
Business sale tax planning	19
Family Business	14
Young Families	14
Doctor or Medical Professional	13
Professional Athlete	12
Young Professionals	12
Liquidity event planning	11
Military & Veterans	11
Dentist	10
Intergenerational Families	10
Life insurance needs analysis	9
Religious/faith focused	9
Dual Income Family	8
Charitable giving tax strategies	6
Medicare planning	6
Business Financial Management	5
Roth conversion strategy	4
Inherited wealth	3

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