Top financial advisors in Henderson, 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 seek a financial advisor in Henderson, NC when 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 to avoid surprises.
- Growth-aware planning. Ask how they adjust advice for Henderson's rapid population growth and its impact on housing and investments.
- Experience balance. Look for advisors who blend seasoned knowledge with awareness of current market shifts in the Southeast.
- Fee structure clarity. Understand whether their fees are flat or based on assets, and how that aligns with your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Marcin S
CFP®, Series 66
Henderson, NC
LPL Financial
Marcin Swiderski's 23 years of experience and CFP® certification equip him to address financial planning needs in Henderson, NC, including retirement plans for business owners and tax-loss harvesting. Affiliated with LPL Financial, a large firm offering diverse investment solutions, he provides flat-fee financial planning and consulting, which may appeal to clients seeking transparent fee structures and seasoned guidance in a growing community.
Experience: 23 years
Avg account: $399,489
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Richard S
ChFC®, Series 63, Series 65
Henderson, NC
Private Wealth Management of North Carolina LLC
Richard Speers offers expertise in ESG, private alternative investments, and real estate investing, well-suited for clients in Henderson, NC navigating local economic growth and tax considerations. With 23 years of experience and a ChFC® designation, he provides discretionary investment management and financial planning through Private Wealth Management of North Carolina, featuring a fee structure of up to 1% AUM and negotiable hourly rates, differentiating him with a multimillion-dollar wrap fee program.
Experience: 24 years
Avg account: $546,407
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Howell O
Series 63, Series 65
Henderson, NC
Equitable Advisors
Howell Ogeary's 36 years of experience and focus on retirement income strategy and Social Security optimization make him well-suited for clients approaching retirement in Henderson, NC. Affiliated with Equitable Advisors, a large firm offering both advisory and brokerage services, he serves high-net-worth baby boomers with a fee structure ranging from 0.20% to 2.50% annually and hourly planning fees between $100 and $400.
Experience: 36 years
Avg account: $570,841
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Jonathan W
Series 66
Henderson, NC
Edward Jones
Jonathan White offers wealth management and tax-loss harvesting expertise in Henderson, NC, supported by Edward Jones' extensive resources and $1 trillion in assets under management. With a Series 66 designation and experience at ICON plc and Verizon, he brings a blend of industry knowledge and large-firm support, charging up to 1.35% annually, which may suit clients seeking structured programs in a growing community.
Experience: 2 years
Avg account: $246,728
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Phillip B
Series 63, Series 65
Henderson, NC
Lincoln Investment
Phillip Burnette's 39 years of experience and Series 63 and 65 licenses equip him to navigate Henderson's financial landscape, including local tax considerations and growth trends. Affiliated with Lincoln Investment, a large firm managing $18.9 billion, he offers a fee structure of 0.15% AUM or $200 minimum annually, blending active and passive investment strategies with expertise in ESG and tax-loss harvesting.
Experience: 39 years
Avg account: $157,266
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