Top financial advisors in Kinston, 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.
When you're navigating financial decisions in a growing community like Kinston, NC, you need advisors who understand how local economic trends affect your money. A common mistake is working with someone who overlooks how flat income tax and population shifts impact your long-term plans.
- Local economic insight. Look for advisors who factor in Kinston's growth and tax environment when crafting your strategy.
- Income tax planning. Confirm they understand flat tax implications on your earnings and investments.
- Population trends impact. Ask how migration patterns influence housing, job markets, and your financial outlook.
- Experience with regional clients. Ensure they have a track record of advising people in similar local circumstances.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Justin H
Series 63, Series 65
Kinston, NC
Wells Fargo Advisors
Justin Hardee's 15 years of experience with Wells Fargo Advisors in Kinston, NC, equip him to address local financial needs, including business exit strategies and cash flow planning. His role at a large firm serving high-net-worth clients, combined with his background as a founder and real estate business owner, offers a distinctive perspective compared to advisors focused solely on individual or smaller-scale financial planning.
Experience: 16 years
Avg account: $514,335
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Matthew M
CFP®, Series 66
Kinston, NC
Edward Jones
Matthew Malone offers wealth management and tax-loss harvesting expertise tailored to Kinston's economic environment, backed by 18 years of experience and CFP® certification. His affiliation with Edward Jones provides access to a large firm's resources and a broad network, supporting diverse investment strategies with a program fee up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 18 years
Avg account: $246,728
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Matthew W
Series 66
Kinston, NC
Cambridge Investment Research Advisors
Matthew Worthington offers expertise in wealth management and retirement income strategies tailored for self-employed clients in Kinston, NC, addressing local economic factors like flat income tax and population trends. Affiliated with Cambridge Investment Research Advisors, a large SEC-registered firm, he provides flexible fee options including flat fees and hourly rates, distinguishing him from advisors with different fee structures or firm sizes.
Experience: 5 years
Avg account: $378,281
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Justin T
CFP®, Series 63, Series 65
Kinson, NC
Raymond James Financial
Justin Tart's 22 years of experience and CFP® certification equip him to address Kinston's unique financial landscape, including tax strategies and estate planning. Operating within Raymond James Financial, a large firm offering flat-fee and hourly services, he serves diverse clients including business owners and executives, distinguishing him with a broad expertise and flexible fee structure.
Experience: 22 years
Avg account: $700,796
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Michael S
Series 63, Series 65
Kinston, NC
Commonwealth Financial Network
Michael Spears offers deep local insight with 31 years of experience and expertise in passive and active portfolio management, tax-loss harvesting, and retirement income strategy, all crucial for navigating Kinston's unique economic and tax environment. Affiliated with Commonwealth Financial Network, a large firm providing extensive support, he offers flexible flat-fee consulting options, distinguishing him from advisors with more rigid fee structures.
Experience: 31 years
Avg account: $568,323
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