A complete list of active advisors currently associated with NC Money Management, Inc.

Warmer can help you find a great advisor at NC Money Management, Inc. or one who fits your needs even better.

NC Money Management provides individualized financial planning and discretionary investment management to a range of clients, including individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, charitable organizations and businesses. Services include one‑time or ongoing planning (covering retirement, tax planning, budgeting, divorce settlements, college funding and related topics) and tailored portfolio management using mutual funds, individual equities, bonds, CDs and money market instruments. The firm employs a mix of fundamental, technical and charting analysis and implements strategies from long‑term buy‑and‑hold to shorter‑term trading, managing accounts on a discretionary basis with regular reviews. It typically uses Charles Schwab Institutional as custodian and participates in Schwab’s program, and it deducts advisory fees from client accounts while providing clients an invoice at or before each fee deduction. A distinctive feature of the firm is its affiliation with an accounting practice: the principal spends a material portion of time on accounting work, the adviser provides tax‑preparation support, and it performs billing, equipment rental and consulting services for the affiliated accounting business. That accounting affiliation and the overlap of tax and advisory services, together with the firm’s small, long‑running solo practice, may be relevant to clients who want coordination between tax and investment matters.

To learn more about the advisors currently working at NC Money Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.