Top financial advisors in Rockingham, 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 Rockingham, NC, you might be navigating decisions like managing income growth or preparing for retirement in a growing community. A common mistake is overlooking how local tax rules and economic trends affect your long-term plans.
- Local tax impact. Ask how they incorporate North Carolina's flat income tax into your retirement and investment strategies.
- Growth area insight. Confirm they understand how Rockingham's rapid population growth might influence housing, job markets, and your financial goals.
- Income timing. Discuss how they plan for income changes over time, not just your current paycheck.
- Experience relevance. Look for advisors who connect their years of practice to challenges common in southeastern migration hubs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Brett W
Series 66
Ellerbe, NC
LPL Financial
Brett Webb's 12 years of experience and expertise in wealth management and retirement plans for business owners make him well-suited to address financial planning needs in Rockingham, NC, especially considering local tax impacts and income timing. His affiliation with LPL Financial, a large firm offering flat-fee structures and in-house research support, distinguishes him from advisors with smaller practices or different fee models.
Experience: 13 years
Avg account: $399,489
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William B
Series 65
Rockinham, NC
Acrylic Financial, Inc.
William Barnes in Rockingham, NC, offers expertise in annuities, real estate investing, and Social Security optimization, which can help navigate local tax impacts and income timing. His firm, Acrylic Financial, Inc., uses active momentum and moving-average models for portfolio management, providing both discretionary and non-discretionary options with flat-fee and AUM pricing, distinguishing him from advisors with more traditional fee structures.
Experience: 2 years
Avg account: $209,541
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Philip S
Series 66
Rockingham, NC
Edward Jones
Philip Stone brings 17 years of experience in wealth management and tax-loss harvesting, making him well-equipped to address financial planning needs in Rockingham, NC, including local tax considerations. Affiliated with Edward Jones, a large firm serving diverse clients, he offers a program fee up to 1.35% annually and specializes in multi-generational wealth transfer, which may benefit clients with complex family financial goals.
Experience: 18 years
Avg account: $246,728
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Marc H
Series 63, Series 66
Rockingham, NC
Truist Advisory Services
Marc Humann's 27 years of experience and focus on retirement income strategy and business owner retirement plans make him well-suited for financial planning in Rockingham's growing community. Affiliated with Truist Advisory Services, a large firm managing $67.7 billion, he offers active portfolio management and a 2.25% AUM fee, distinguishing him with extensive resources and a seasoned approach.
Experience: 27 years
Avg account: $560,278
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Kisha E
Series 65, Series 63
Rockingham, NC
Credit Union Investment Services
Kisha Ellerbe offers expertise in general retirement planning and passive/index investing, well-suited for navigating Rockingham's local tax environment and growth trends. With nine years of experience and a focus on low-cost, index-based investments, she serves individual investors through Credit Union Investment Services, providing non-discretionary portfolio management and a 0.25% AUM fee, distinguishing her with a goals-based, long-term planning approach.
Experience: 9 years
Avg account: $3
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