Top financial advisors in New Bern, 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.
If you're planning your financial future in New Bern, NC, you might be navigating decisions like managing income streams or preparing for retirement in a growing community. A common pitfall is overlooking how local tax rules and demographic shifts affect your long-term plans.
- Local tax impact. Ask how they incorporate North Carolina's flat income tax into your overall strategy to avoid surprises.
- Population growth effects. Confirm if they consider how New Bern's rapid growth might influence your investment and housing choices.
- Income stream management. Look for advisors who help balance multiple income sources, ensuring steady cash flow without unnecessary tax burdens.
- Retirement timing. Discuss how they plan for retirement milestones in the context of local economic trends and your personal goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Daniel M
Series 63, Series 65
New Bern, NC
Commonwealth Financial Network
Daniel Murphy's extensive 29 years of experience and expertise in retirement income strategy and tax-loss harvesting make him well-equipped to address New Bern's local tax impact and retirement timing challenges. Operating within Commonwealth Financial Network, a large firm offering flat-fee consulting and customizable investment solutions, he also brings a unique perspective as an elected Town Commissioner, enhancing his understanding of local economic trends.
Experience: 29 years
Avg account: $568,323
-
Bryson F
Series 66
New Bern, NC
Mass Mutual Investors Services
Bryson Farley, based in New Bern, NC, offers expertise in cash flow and budgeting, which is crucial for managing multiple income streams and retirement timing in a growing community. Affiliated with Mass Mutual Investors Services, a large firm providing structured planning and asset management, he brings a Series 66 designation and experience serving business owners and families, differentiating him from advisors with broader or less specialized focuses.
Experience: 2 years
Avg account: $249,379
-
Susan A
CFP®, Series 65
Trent Woods, NC
Wealth Enhancement Advisory Services, LLC
Susan Arnett is well-equipped to assist with retirement planning and income stream management for Baby Boomers in the New Bern area, leveraging her CFP® certification and eight years of industry experience. Her firm, Wealth Enhancement Advisory Services, LLC, employs a strategic investment process blending passive and active management, and offers flexible flat-fee and hourly pricing, distinguishing her from advisors with more traditional fee structures.
Experience: 8 years
Avg account: $1,378,035
-
Larry S
Series 63, Series 66
New Bern, NC
Principal Financial Services
Larry Swinson in New Bern, NC, offers financial planning through Principal Financial Services, a large firm serving diverse clients including retirement plans and active-duty military. With 11 years of experience and Series 63 and 66 credentials, he provides flexible fee options including hourly and monthly rates, which may suit those managing multiple income streams or planning retirement in a growing community.
Experience: 11 years
Avg account: $324,050
-
Ashley P
CFP®, Series 66
Trent Woods, NC
Edward Jones
Ashley Paramore, based near New Bern in Trent Woods, NC, offers wealth management expertise with a focus on tax-loss harvesting and multi-generational wealth transfer, which can help manage income streams and tax impacts in the area. Working with Edward Jones, a large firm with over $1 trillion in assets, she provides access to extensive resources and a structured advisory program with fees up to 1.35% annually, suitable for clients seeking comprehensive support.
Experience: 7 years
Avg account: $246,728
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in New Bern, 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")