Top financial advisors in Lumberton, 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 Lumberton, NC if you're navigating life changes like a new job, inheritance, or planning for retirement in a growing community. Without focused guidance, it's easy to overlook 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.
- Growth area knowledge. Ask how they adjust plans for Lumberton's rapid population growth and its impact on housing and investments.
- Experience with life transitions. Look for advisors who understand the financial shifts tied to career changes, inheritances, or retirement timing.
- Fee structure clarity. If considering flat-fee advisors, ensure you understand what services are included and how fees align with your needs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Henry L
Series 63, Series 66
Lumberton, NC
Raymond James Financial
Henry Leggette offers extensive expertise in retirement income strategy and business exit planning, well-suited for clients in Lumberton navigating life transitions amid local economic growth. His affiliation with Raymond James Financial, a large firm known for non-discretionary planning and a broad client base, combined with flat-fee and hourly options, distinguishes him from other advisors in the area.
Experience: 27 years
Avg account: $700,796
-
Tony B
Series 63, Series 66
Lumberton, NC
Truist Advisory Services
Tony Bullard offers 30 years of experience in Lumberton, NC, with expertise in serving founders, business owners, and executives through Truist Advisory Services. His firm blends discretionary management with AI-supported research, providing a large-firm environment that may suit clients seeking sophisticated investment consulting and advisory services with a 2.25% AUM fee structure.
Experience: 30 years
Avg account: $560,278
-
Darek H
Series 63, Series 65
Lumberton, NC
Aurora Strategic Advisors, LLC
Darek Hunt offers extensive expertise in retirement and income planning, along with general tax and charitable giving strategies, making him well-suited for clients in Lumberton navigating life transitions. His independent approach, 24 years of experience, and a fee structure combining asset-based and hourly rates provide flexibility compared to other advisors in the area.
Experience: 24 years
Avg account: $66,571
-
Desmond T
Series 66
Lumberton, NC
CreativeOne Securities, LLC
Desmond Taylor offers expertise in general retirement planning and annuities, well-suited for clients in Lumberton navigating life transitions like retirement or inheritance. His firm, CreativeOne Securities, LLC, provides flat-fee consulting and financial planning with flexible fee options, serving a diverse client base through fundamental and cyclical investment analysis, which may appeal to those seeking independent advice with transparent pricing.
Experience: 5 years
Avg account: $183,544
-
Richard H
Series 63, Series 65
Lumberton, NC
Valic Financial Advisors
Richard Hartney Jr. offers extensive experience in retirement income strategy and tax-loss harvesting, well-suited for clients in Lumberton navigating life transitions amid local economic growth. His affiliation with Valic Financial Advisors provides access to large-firm resources, discretionary managed accounts, and flexible fee options including flat fees and hourly planning, distinguishing him from advisors with narrower service models.
Experience: 27 years
Avg account: $99,681
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Lumberton, 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")