Top financial advisors in Washington, 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 Washington, NC if you're navigating the financial complexities that come with living in a fast-growing area with a flat income tax. Without local expertise, advisors may overlook how regional economic trends and tax structures impact your financial plan.
- Local tax insight. Confirm how they incorporate North Carolina's flat income tax into your strategy to avoid surprises.
- Growth impact analysis. Ask how they adjust plans considering the area's rapid population growth and its effect on housing, jobs, and investments.
- Firm size considerations. Understand whether their firm’s size influences the resources and personalized attention you receive.
- Experience relevance. Inquire how their years of experience translate into handling financial challenges specific to Washington, NC.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Jonathan N
Series 65, Series 63
Washington, NC
Credit Union Investment Services
Jonathan Nelson offers financial planning tailored to Washington, NC residents, leveraging his six years of experience and expertise in general retirement planning and passive index investing. As an independent advisor at Credit Union Investment Services, he provides non-discretionary portfolio management with a low 0.25% AUM fee, focusing on North Carolina clients and emphasizing cost-effective, index-based strategies.
Experience: 6 years
Avg account: $3
-
Christopher H
Series 65, Series 63
Wilmington, NC
Wells Fargo Clearing
Christopher Heath's experience at Wells Fargo Clearing equips him to address financial planning challenges in Washington, NC, including considerations of the area's flat income tax and growth dynamics. His firm offers retirement plan consulting with an IPS-driven, modern portfolio theory approach, serving high-net-worth clients with flat-fee and AUM-based options, distinguishing him within a large firm setting.
Experience: 7 years
Avg account: $475,575
-
Christopher W
Series 63, Series 65
Washington, NC
United Brokerage Services, INC
Christopher Williams brings 26 years of experience to clients in Washington, NC, with expertise in tax-loss harvesting and wealth management, which is crucial for navigating the area's flat income tax and growth dynamics. His affiliation with United Brokerage Services, Inc., a firm offering both advisory and brokerage services with a non-discretionary approach and wrap fee programs, provides a blend of personalized investment strategies and institutional support.
Experience: 27 years
Avg account: $254,269
-
Kevin P
Series 63, Series 65
Chocowinity, NC
UBS Financial Services
Kevin Porter brings 29 years of experience and specializes in retirement planning, cash flow management, and equity compensation tax strategy, which are crucial for navigating Washington, NC's financial landscape. Affiliated with UBS Financial Services, a large firm offering institutional trading and fee-based planning, he serves high-net-worth clients and mid-career professionals, providing a blend of personalized wealth management and robust research-driven investment solutions.
Experience: 29 years
Avg account: $693,691
-
James L
Series 66
Washington, NC
Edward Jones
James Linton offers wealth management and tax-loss harvesting expertise in Washington, NC, supported by Edward Jones' extensive resources as a large firm serving over four million clients. His background includes experience at Thermo Fisher Scientific and other companies, providing a unique perspective compared to advisors with longer tenure but smaller firm support. The firm charges up to 1.35% annually for its program fee, reflecting its comprehensive service offerings.
Experience: 0 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 Washington, 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")