5 Best Financial Advisors in Raleigh, NC

5 Best Financial Advisors in Raleigh, NC

Andrew Ehlert
Written By Andrew Ehlert
Andrew has called Raleigh home for over 20 years and loves to explore everything that the city has to offer. From exploring the local restaurants, diving into the Raleigh art scene, and everything in between.

In Raleigh, the quest for financial security and prosperity finds its match in the city’s top financial advisors. This guide introduces you to the finest financial minds in Raleigh, NC, renowned for their expertise, personalized service, and commitment to helping you achieve your financial goals. Let’s find you the perfect financial advisor, financial planner, or estate planner in the Raleigh area!

Best Financial Advisor in Raleigh, North Carolina

Raleigh, North Carolina, is home to a wealth of distinguished financial advisors, each bringing their unique expertise to the table. In our search for the best, we’ve carefully reviewed and selected these top 5 brands based on their outstanding customer reviews and proven track records of success.

1. Steward Wealth Strategies

Company Background & Description:

Steward Wealth Strategies, tucked away on East Six Forks Road, is not your average financial advisory firm. It’s a place where the team believes in stewardship over salesmanship. From the moment you walk in, you’re treated like part of their family, with a warm, welcoming atmosphere that puts you at ease. Founded on the principle of guiding clients through their financial journey with integrity and transparency, Steward Wealth has become a trusted name in Raleigh for those seeking personalized financial guidance.

Financial Services They Offer

The team at Steward Wealth Strategies offers a comprehensive suite of financial services tailored to meet the unique needs of each client. From retirement planning and investment management to estate planning and tax strategies, they cover all bases. Their approach is holistic, looking at your financial picture from every angle to ensure that every aspect of your wealth is working in harmony towards your goals.

Types of Clients They Work With

Steward Wealth Strategies serves a diverse clientele, from young professionals just starting to build their wealth to seasoned investors looking for more sophisticated financial strategies. They also work closely with families planning for future generations and retirees seeking to maximize their nest egg’s potential. No matter where you are in your financial journey, Steward Wealth is equipped to guide you.

How They Can Help You With Your Financial Needs in Raleigh

In the heart of Raleigh, Steward Wealth Strategies stands ready to help you navigate your financial future with confidence. Whether you’re looking to grow your wealth, protect your assets, or plan for retirement, their team offers the expertise and local insight to help you achieve your financial goals. They’re more than just advisors; they’re partners in your financial well-being, committed to helping you thrive in Raleigh’s dynamic economic landscape.


2. Olde Raleigh Financial Group

Company Background & Description:

Nestled in the bustling Edwards Mill area, Olde Raleigh Financial Group stands as a testament to traditional values meeting modern financial strategies. Entering their office, you’re greeted with an air of sophistication and a team eager to welcome you into their financial family. Olde Raleigh Financial prides itself on crafting bespoke financial plans that resonate with the individual stories of each client, making them a cherished advisor in the Raleigh community.

Financial Services They Offer

Olde Raleigh Financial Group specializes in a broad spectrum of financial services, including wealth management, retirement planning, and estate planning, among others. Their approach is deeply personalized, ensuring that every financial plan is as unique as the clients they serve. They are particularly adept at navigating complex financial landscapes, providing clarity and confidence in financial decision-making.

Types of Clients They Work With

The clientele at Olde Raleigh Financial Group is as diverse as Raleigh itself, encompassing young entrepreneurs, established professionals, and retirees looking to preserve and grow their legacy. They have a special knack for understanding the intricate financial needs of business owners and high-net-worth individuals, making them a go-to advisor for those with complex financial portfolios.

How They Can Help You With Your Financial Needs in Raleigh

Olde Raleigh Financial Group is more than just a financial advisory firm; they’re a cornerstone of financial wisdom in Raleigh, offering guidance that’s both insightful and grounded. Whether you’re navigating the waters of wealth accumulation, seeking strategies for tax optimization, or planning for a secure retirement, their team is equipped to light the way. With Olde Raleigh Financial, you’re not just planning for the future; you’re setting the foundation for a legacy.


3. Glenwood Financial Partners, LLC

Company Background & Description:

Glenwood Financial Partners, nestled in the serene surroundings of National Drive, stands as a beacon of financial guidance in Raleigh. Upon entering their suite, you’re welcomed into an environment where your financial well-being is the top priority. The firm’s foundation is built on a commitment to personalized service, where each client is treated as an integral part of the Glenwood family. Their approach combines the warmth of Southern hospitality with cutting-edge financial strategies, making them a trusted partner in the Raleigh community.

Financial Services They Offer

At Glenwood Financial Partners, the array of services extends beyond traditional financial planning. They specialize in investment management, retirement planning, risk management, and estate conservation. Their methodology is holistic, ensuring that every facet of your financial life is harmonized towards achieving your long-term goals. The team is particularly adept at crafting strategies that adapt to changing market conditions, providing you with peace of mind in an ever-evolving financial landscape.

Types of Clients They Work With

Glenwood Financial Partners serves a diverse clientele, from young professionals embarking on their financial journey to seasoned investors looking to optimize their portfolios. They have a strong track record with families seeking intergenerational wealth planning and individuals nearing retirement who wish to secure their financial future. Their client-centric approach makes them an ideal choice for anyone in Raleigh seeking a tailored financial partnership.

How They Can Help You With Your Financial Needs in Raleigh

In Raleigh’s dynamic economic environment, Glenwood Financial Partners offers a haven of stability and expertise. Whether you’re aiming to build wealth, safeguard your assets, or ensure a comfortable retirement, their team provides the insight and guidance necessary to navigate your financial path with confidence. They’re not just advisors; they’re stewards of your financial aspirations, dedicated to helping you achieve success on your terms.


4. Ark Royal Wealth Management

  • Address: 2626 Glenwood Ave Suite 485, Raleigh, NC 27608
  • Website: ark-wealth.com

Company Background & Description:

Ark Royal Wealth Management, situated on the vibrant Glenwood Avenue, epitomizes the blend of traditional values with innovative financial strategies. Stepping into their office, you’re met with a sense of belonging, as if you’re not just a client but a valued member of their community. The firm, known for its integrity and forward-thinking approach, has carved a niche in Raleigh as a go-to advisor for those seeking more than just financial advice but a true partnership in wealth management.

Financial Services They Offer

The team at Ark Royal Wealth Management provides a comprehensive suite of services, including financial planning, investment management, retirement strategies, and tax planning. Their approach is deeply analytical yet intuitive, ensuring that each financial plan is not only robust but also resonates with the personal ambitions of their clients. They excel in creating dynamic portfolios that reflect the individual risk tolerance and life goals of each client, making every financial plan uniquely personal.

Types of Clients They Work With

Ark Royal Wealth Management caters to a wide range of clients, from individuals and families to business owners and retirees. They have a special affinity for working with professionals in transitional phases of their lives, whether it’s a career change, retirement, or other significant life events. Their client-focused philosophy makes them a preferred choice for anyone in Raleigh looking for a financial advisor who truly understands their needs.

How They Can Help You With Your Financial Needs in Raleigh

Choosing Ark Royal Wealth Management means embarking on a financial journey with a team that’s genuinely invested in your success. Their expertise in navigating Raleigh’s economic landscape, coupled with a commitment to personalized service, ensures that your financial goals are not just met but exceeded. With Ark Royal, you gain more than financial guidance; you gain a partnership that empowers you to make informed decisions for a prosperous future.


5. Oakbridge Financial Group

Company Background & Description:

Located in the serene Smoketree Court, Oakbridge Financial Group is a sanctuary of financial wisdom in Raleigh’s bustling financial scene. From the moment you enter their office, you’re enveloped in an atmosphere of professionalism mixed with a personal touch that makes you feel immediately at ease. Oakbridge is renowned for its dedication to building lasting relationships with clients, underpinned by a commitment to excellence and a deep understanding of the intricate world of finance.

Financial Services They Offer

Oakbridge Financial Group offers a wide array of services tailored to meet the evolving needs of their clients. From comprehensive wealth management and retirement planning to estate planning and insurance solutions, their approach is all-encompassing. They pride themselves on creating strategic financial plans that are not only effective but also aligned with the personal values and goals of each client, ensuring a customized and holistic financial experience.

Types of Clients They Work With

The clientele at Oakbridge Financial Group is as varied as the financial services landscape, including individuals, families, and business owners across Raleigh. They excel in guiding clients through significant life transitions, be it a new career, business expansion, or planning for retirement. Oakbridge’s client-centric model ensures that each client receives the attention and tailored advice they deserve, regardless of their financial background or goals.

How They Can Help You With Your Financial Needs in Raleigh

In Raleigh, Oakbridge Financial Group stands as a pillar of financial stability and insight, ready to assist you in navigating the complexities of your financial journey. Whether your aim is to grow your wealth, protect your assets, or plan for future generations, Oakbridge offers the expertise and local knowledge to help you achieve your financial objectives. Their team goes beyond the numbers to provide a service that is rooted in understanding, care, and a commitment to your financial well-being.


Frequently Asked Questions About Financial Services in Raleigh, North Carolina

If you are looking for a financial advisor, financial planner, or an estate planner then you probably have a few questions that you are looking to get answered. We highly recommend you reach out to one of the local businesses we listed above as they will have the professional experience necessary to answer all of your questions. Below are a few of the most common general questions about hiring a financial advisor in Raleigh, North Carolina:

1. How do I choose the right financial advisor in Raleigh?

Choosing the right financial advisor in Raleigh involves considering their qualifications, experience, and the services they offer. Look for advisors with reputable credentials, positive client reviews, and a clear communication style that matches your needs. It’s also important to ensure they have experience in the specific financial areas you need assistance with.

2. What should I expect during my first meeting with a financial advisor?

During your first meeting, expect the financial advisor to ask detailed questions about your financial goals, current financial situation, and risk tolerance. It’s a get-to-know-you session where they assess how they can help you. Be prepared to discuss your long-term objectives and any immediate financial concerns.

3. Are financial advisors in Raleigh expensive?

The cost of a financial advisor in Raleigh can vary based on their fee structure, which might include hourly rates, a flat fee, or a percentage of the assets they manage for you. Many advisors offer a range of options to fit different budgets, so it’s crucial to discuss fees upfront to find an arrangement that works for both parties.

4. How often should I meet with my financial advisor?

The frequency of meetings with your financial advisor can depend on your personal financial situation and goals. Initially, you might meet more frequently to establish your financial plan, with ongoing meetings typically occurring quarterly, semi-annually, or annually to review and adjust your plan as needed.

5. Can a financial advisor in Raleigh help with retirement planning?

Absolutely! Many financial advisors in Raleigh specialize in retirement planning, offering services that include assessing your current retirement savings, estimating future needs, and creating a strategy to help you achieve your desired retirement lifestyle. They can also provide guidance on retirement accounts, investment strategies, and tax planning related to retirement.

Andrew Ehlert

Andrew Ehlert

Andrew has lived in Raleigh, North Carolina for over 20 years and loves to explore everything that the city has to offer. From reviewing local businesses and restaurants, exploring the Raleigh art scene, or staying up to date with local news, Andrew is always connected with the community. Andrew strives to provide We Raleigh Magazine with the best reviews and news directly from the mind of a local!

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