Top financial advisors in Greensboro, 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.
You might be considering a financial advisor in Greensboro, NC if you're navigating life changes like a new job, home purchase, or planning for retirement in a growing community. A common mistake is overlooking how local tax rules and economic trends affect your financial plan.
- Local tax insight. Confirm how they incorporate North Carolina's flat income tax into your strategy, as this impacts your take-home returns.
- Growth-aware planning. Ask how they adjust advice for Greensboro's rapid population growth and its effect on housing and job markets.
- Experience with regional markets. Look for advisors who understand local investment opportunities and risks, not just national trends.
- Customized cash flow management. Ensure they consider your unique income and expenses in this dynamic economic environment.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Joel F
Series 63, Series 65
Greensboro, NC
Wedbush Securities Inc.
Joel Funderburk brings 34 years of experience in wealth management and retirement plans for business owners, making him well-suited for financial planning in Greensboro's evolving market. As an independent advisor at Wedbush Securities, he serves a diverse client base with a 3% AUM fee, offering both brokerage and advisory services that address local economic and tax considerations.
Experience: 34 years
Avg account: $542,636
-
Garrett M
Series 66
Greensboro, NC
OSAIC
Garrett Mullins brings 22 years of experience and a Series 66 license to clients in Greensboro, NC, with expertise in annuities and serving founders, executives, and retirees. Operating within OSAIC, a large firm known for its comprehensive investment process and diverse client base, he offers flat-fee financial planning and negotiable AUM fees, distinguishing him from advisors with more limited fee structures or smaller firm resources.
Experience: 22 years
Avg account: $398,336
-
Kyle B
CFP®
Greensboro, NC
Beacon Pointe Advisors, LLC
Kyle Brown, a CFP® professional at Beacon Pointe Advisors in Greensboro, offers expertise in wealth management, private investments, and ESG investing, with a flat-fee structure that includes negotiable rates for planning and consulting. His background includes a decade at BlueCross NC, and his firm serves diverse clients with asset allocation through independent managers, providing a broad range of advisory and consulting services.
Experience: 0 years
Avg account: $1,661,951
-
Tracy C
Series 65, Series 66
Greensboro, NC
Raymond James Financial
Tracy Cottingham IV offers expertise in general retirement planning and cash flow management, essential for navigating Greensboro's evolving economic landscape. With 27 years of experience at Raymond James Financial, a large firm known for flat-fee structures, he serves diverse clients including business owners and retirees, providing tailored strategies supported by thorough research and asset allocation analysis.
Experience: 27 years
Avg account: $700,796
-
Sherry M
Series 66
Greensboro, NC
Wedbush Securities Inc.
Sherry Malone's 24 years of experience and Series 66 license equip her to address retirement planning and cash flow management for clients in Greensboro, NC, considering local economic factors. Working with UBS Financial Services, a large firm offering fee-based planning and institutional trading, she specializes in serving high-net-worth executives and business owners, providing tailored strategies that integrate equity compensation tax considerations.
Experience: 24 years
Avg account: $542,636
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Greensboro, NC
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")