Independent financial advisors working with dentists in Concord, NC

David Nifong is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked at LPL Financial and Independent Advisor Alliance, LLC for nine years each. Outside of his advisory work, he serves as president of an architecture committee in Bryson City, NC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing tailored strategies across multiple custody and platform options.

Lynn Irvin is an advisor at Intercarolina Financial Services, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Intercarolina Financial Services since 1993. Prior to that, he worked at CK Federal Savings Bank starting in 1990. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual clients, including high-net-worth individuals, as well as qualified retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs, offering both discretionary and non-discretionary account management.

David Gordon is a financial advisor at IFG Advisory, LLC in Concord, NC, with 27 years of industry experience. He holds a Series 66 designation and has worked at IFG Advisory since 2016, following a 15-year tenure at LPL Financial. Gordon is also the managing partner of Gordon, Keeter & Co, CPAs, where he oversees management, client engagement, and the preparation of financial statements and tax returns. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a range of investment strategies and tools, utilizing sub-advisors and third-party managers to align portfolios with client objectives while offering various financial planning and consulting services.

Marshall Ward is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he was involved with JFL Enterprises Inc d/b/a Failure Free Reading from 2011 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Kevin O'Hare is a financial advisor with Fifth Third Securities, Inc. in Concord, NC, holding a Series 66 designation and 25 years of industry experience. He has been with Fifth Third Securities since 2008. Outside of his advisory role, he serves as an independent soccer referee in Charlotte, NC. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique combination of municipal-advisor registration and bank affiliation.

Ethan Singer is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC and Buckingham Strategic Partners, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

As a comprehensive financial planning firm we can assist you with your investment management, social security, debt management, budgeting, net-worth tracking, overall organization, tax planning, charitable planning, insurance review, and much more. As a flat fee firm we know the stock market isn't the only solution for your investment problems and love to brainstorm real estate, small business, private credit, and other alternative investment options that lead to the main goal. To improve your financial life and increase your net-worth. If you want a second set of eyes on your investments or financial decisions then feel free to give us a call and we'll talk through if we are a good fit for you. If not, then we will point you in the right direction.

James Adams is the Senior Resident Director at the Augusta Branch of Merrill Lynch Wealth Management and a financial advisor with Adams, Wilson & Associates. He has been a Merrill financial advisor for over 27 years, focusing on helping clients achieve their individualized financial goals. He holds a Bachelor's Degree from the University of North Carolina System and a Master's Degree from the University of South Carolina System. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His expertise includes college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. James and his wife, Claudia, have lived in the area for the past 30 years, making their home in Aiken, South Carolina. He is involved in the community as a member of the United Way of the CSRA Board. His personal interests include biking, boating, and golfing.

Paul Nelson is a financial advisor at Cain, Watters & Associates, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Cain, Watters & Associates in 2024, he worked at Forvis Mazars LLP for six years and has additional experience in fitness-related roles. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, utilizing both discretionary and non-discretionary investment solutions across multiple platforms. The firm also offers specialized services for practice transitions and dental service organizations.

David Balmer is a financial advisor with Edward Jones in Anchorage, Alaska, holding a Series 66 designation and bringing eight years of industry experience. He has been with Edward Jones since 2017 and also serves in the United States Air Force Reserve. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.