Top financial advisors in Sanford, 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 Sanford, 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 area expertise. Ask how they adjust plans for Sanford's rapid population growth and its impact on housing and investments.
- Experience level. Look for advisors who balance seasoned judgment with up-to-date knowledge of regional market shifts.
- Fee structure clarity. Understand whether their flat-fee approach aligns with your financial goals and service expectations.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Dargan M
CFP®, Series 63, Series 66
Sanford, NC
Edward Jones
Dargan Moore's 24 years of experience and CFP® certification equip him to address retirement income strategies and multi-generational wealth transfer in Sanford, NC. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive approach with a program fee up to 1.35% annually, distinguishing him through seasoned expertise and access to extensive resources.
Experience: 24 years
Avg account: $246,728
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Bobby P
Series 66
Wilmington, NC
Wells Fargo Clearing
Bobby Pulgarin offers expertise in general retirement planning and wealth management, serving high-net-worth clients in Sanford, NC, with a flat-fee structure through a large firm. His focus on liquidity management and business retirement plans, combined with his Chartered Retirement Planning Counselor designation, distinguishes him from others by blending personalized strategies with institutional resources.
Experience: 3 years
Avg account: $475,575
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Timothy W
Series 63, Series 65
Sanford, NC
Truist Advisory Services
Timothy Wilson's 18 years of experience and Series 63 and 65 licenses equip him to address retirement income strategies and business owner retirement plans in Sanford, NC. Working with Truist Advisory Services, a large SEC-registered firm, he offers active portfolio management with a 2.25% AUM fee, blending model portfolios and advisor-led allocation, which may differ from smaller firms' approaches.
Experience: 18 years
Avg account: $560,278
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Johnathan S
Series 63, Series 66
Sanford, NC
Cetera
Johnathan Stephens offers expertise in wealth management and retirement plans tailored for business owners, making him well-suited for clients in Sanford, NC navigating retirement and tax considerations. His 16 years of experience at Cetera, a large firm with flat-fee options, provide a balance of seasoned insight and flexible fee structures compared to other local advisors.
Experience: 16 years
Avg account: $306,089
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Carter M
Series 66
Sanford, NC
Davenport & Company LLc
Carter Mathis offers expertise in options and derivatives strategies, tax-loss harvesting, and active portfolio management, which can help navigate Sanford's evolving economic landscape. Working at Davenport & Company LLC, a large, employee-owned firm, he provides flat-fee financial planning with tiered service levels, combining personalized attention with the resources of a broad investment management team.
Experience: 4 years
Avg account: $1,062,051
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