Top financial advisors in Southern Pines, 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 Southern Pines, NC, if you're navigating life changes like a new job, home purchase, or retirement planning in a fast-growing area. A common mistake is overlooking how local tax rules and economic trends affect your financial decisions.
- Local tax insight. Confirm how they incorporate North Carolina's flat income tax into your overall plan.
- Growth area expertise. Ask how they adjust strategies for clients amid Southern Pines' rapid population growth.
- Experience balance. Look for advisors who blend seasoned knowledge with awareness of current market shifts.
- Fee structure clarity. Understand whether their fees align 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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Floyd P
Series 63, Series 65
Southern Pines, NC
LPL Financial
Floyd Pate III offers expertise in wealth management and retirement plans for business owners, making him well-suited for clients in Southern Pines navigating retirement and tax planning amid local economic growth. His 27 years of experience, flat-fee structure, and affiliation with large firm LPL Financial provide a blend of seasoned insight and broad resources compared to other advisors in the area.
Experience: 27 years
Avg account: $399,489
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Jordan H
Series 65
Southern Pines, NC
Hicks Financial Partners, LLC
Jordan Hicks in Southern Pines, NC, offers financial planning with a flat-fee structure and specializes in cash flow, budgeting, and college savings, which suits clients managing life changes in a growing area. Hicks Financial Partners focuses on low-cost, passive investment strategies and serves individuals, high-net-worth clients, and business owners, providing in-house tax preparation and estate planning coordination.
Experience: 4 years
Avg account: $310,373
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Peter K
Series 63, Series 65
Southern Pines, NC
Kiaros Advisors, LLC
Peter Kisver offers extensive expertise in retirement and college savings planning, supported by 28 years of experience and a focus on cash-flow and tax planning tailored to Southern Pines' economic environment. His flat-fee structure and independent advisory approach provide clarity and flexibility, distinguishing him from others by serving individuals, business owners, and retirement plans with personalized, non-discretionary portfolio management.
Experience: 28 years
Avg account: $99,815
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Samanthia S
CFP®, Series 66
Southern Pines, NC
Raymond James & Associates
Samanthia Smith offers expertise in general retirement planning and wealth management, well-suited for clients in Southern Pines navigating life changes amid local economic growth. With 28 years of experience, CFP® certification, and a flat-fee structure at the large firm Raymond James & Associates, she provides seasoned guidance alongside transparent fees, distinguishing her from advisors with different fee models or less extensive backgrounds.
Experience: 28 years
Avg account: $788,879
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Mitchell K
Series 65
Southern Pines, NC
Brookstone Capital Management LLC
Mitchell Keiser offers financial planning and asset management in Southern Pines, NC, with expertise in ESG investing, options strategies, and retirement plans for business owners. Operating within Brookstone Capital Management, a large SEC-registered firm, he provides negotiable flat fees and hourly rates, serving a diverse client base including corporations and retirement plans, which may suit clients seeking structured fee options and broad institutional experience.
Experience: 3 years
Avg account: $231,028
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