A complete list of active advisors currently associated with Tarheel Advisors, LLC
Warmer can help you find a great advisor at Tarheel Advisors, LLC or one who fits your needs even better.
Tarheel Advisors, LLC provides discretionary wealth management and full-service financial planning to individuals, families, trusts, retirement plans, non-profits and corporations. The firm also offers retirement plan consulting, participant enrollment meetings, business advisory services, and publishes a retirement-planning book and educational course used in client education. The firm builds customized portfolios based on client goals and risk tolerance, using macro, micro and fundamental analysis and emphasizing diversification across stocks, bonds, ETFs, mutual funds and cash instruments. Tarheel typically operates with discretionary authority, uses Charles Schwab Institutional custody and Orion reporting, and sends quarterly executive summaries with annual financial plan updates. Tarheel’s practice is notable for combining individual wealth management with institutional retirement-plan work and business consulting, including ongoing plan reviews and administrative assistance that go beyond typical retail-focused services. Its publishing and educational offerings, together with a client mix concentrated among engineers and business owners who hold a substantial share of assets, create a blend of advisory, institutional and educational capabilities that is less common among peers.
To learn more about the advisors currently working at Tarheel Advisors, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Chapel Hill, NC
| 19
| |
Chapel Hill, NC
| 19
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")