Top general tax planning financial advisors in Fayetteville, NC

Daniel Griffin III is a CFP®-certified financial advisor with First Citizens Investor Services, Inc. in Fayetteville, NC, bringing 34 years of industry experience, including over three decades with his current firm. He holds Series 63 and Series 65 licenses and has been with First Citizens Investor Services since 1995. Outside of his advisory role, he is a member and partner in family-owned real estate holding companies. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate entities. The firm provides a range of advisory and brokerage services, emphasizing IAR-led financial assessments and a mix of fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Joseph Harris is a financial advisor at Regal Investment Advisors LLC with a Series 65 credential and one year of industry experience. His prior roles include work at White Horse Financial, Inc, Rauch Advisory LLC, and the John Locke Foundation. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients, managing approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Steven Canali is a financial advisor at OSAIC with 24 years of industry experience. He previously worked for FSC Securities Corporation for 17 years before joining OSAIC in 2023. In addition to his advisory role, he is involved in selling life, health, and disability insurance as well as annuities. OSAIC serves a diverse client base including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, employing various tools and platforms to construct portfolios that include a wide range of asset classes and investment strategies.

Elisha Freeman is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. Prior to Merrill, Elisha worked at First South Bank for three years. Outside of advisory work, Elisha serves as a committee member for the Fayetteville Cumberland County Economic Development Corp, assisting with grant recommendations to support local small businesses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Isaac Allen is a CFP® professional with 12 years of experience, currently serving as the sole advisor at Stalwart Financial Planning in Fayetteville, NC. He has been with the firm since its founding in 2011. Stalwart Financial Planning offers financial planning and investment advisory services to individuals, estates, trusts, small businesses, foundations, and charitable organizations. The firm follows a fiduciary standard and employs a globally diversified, long-term investment approach that integrates fundamental, technical, and cyclical analysis, with a particular focus on nonprofit and charitable clients.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Terry Thomason is the sole advisor at Replica Wealth Advisors Inc in Colorado Springs, CO, holding a Series 65 designation with 12 years of industry experience. Prior to founding Replica Wealth Advisors in 2019, he worked at Gradient Advisors, LLC and Mountain Range Financial Advisors from 2014 to 2019. He also operates an affiliated insurance practice, Mountain Range Insurance Advisors, offering life insurance, Medicare, long-term care, and annuity products. Replica Wealth Advisors is an independent, single-advisor firm that provides financial planning and consulting services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes asset allocations and monitors third-party managers who execute trades, while also offering written financial plans and educational workshops.

Deon Blaney is a financial advisor at Private Wealth Management LLC in Las Vegas, NV, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Private Wealth Management LLC since 2005. In addition to his advisory role, he is a self-employed life insurance agent. Private Wealth Management LLC provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, focusing on a small client base with approximately $123 million in assets under management. The firm employs fundamental analysis and tailored portfolios, including stocks, bonds, mutual funds, and ETFs, using a combination of long-term, short-term, and active trading strategies.