The Best Financial Advisors in Raleigh

Here is our List of the 10 Raleigh Financial Advisor
Archer Investment Management

Founded in 2006 on the desire to provide advice and unparalleled customer service, Archer Investment Management works with families and businesses all over the country.

Located in one of the best and fastest growing cities in the country, Raleigh, North Carolina, the firm has been positioned for tremendous growth and opportunity. Each member of the company has a burning desire to help you enhance your life, protect what you value, and educate you on the opportunities available.

The firm’s dedication to the community is what lead the Triangle Business Journal to identify Matt Archer, Founder and Managing Partner, as one of the 2011 “40 Under 40 Leadership Award” recipients and Nina O’Neal, Partner, as one of the 2018 “40 Under 40 Leadership Award” recipients.

In 2016, Nina was named in the Investment News “40 Under 40” list as the “Trendsetter” and she is a regular contributor to Financial Planning Magazine. Both, Nina and Matt, are regularly sought out as industry thought leaders.

Each member of the company has a burning desire to help you enhance your life, protect what you value, and educate you on the opportunities available.

Services

  • Goal setting/Systematic Client Review
  • Investment Analysis/Planning
  • Insurance Analysis/Planning
  • Retirement Planning
  • Income Protection Planning
  • Income Distribution Planning
  • Private Managed Accounts
  • Stocks and Exchange Traded Funds
  • Hedge Funds
  • Bonds: Treasuries, Agencies, Corporate and Municipal
  • Certificates of Deposit
  • Estate Planning/Trust Analysis
436 N. Harrington Street Suite 120 Raleigh, NC 27603
Balentine

We enable our clients to manage wealth by showing them what is possible, probable, and achievable. We provide thoroughly researched and innovative plans designed to help you sustain and grow your wealth over the long term. We debate. We calculate. We deliberate. And then we present you with a range of options to help you achieve your goals.

With deep expertise in investment strategy and wealth management, our advisors develop a carefully crafted, well-balanced approach to managing money and investing, blending the science of investing with the subtle art of thoughtful advice.

Together, we can answer the many “what if” and “what now” questions you face as you navigate investment management.

Balentine is an active and involved part of our community. We learn what causes our employees care most about and find relevant service opportunities. As a result, every member of our team is actively engaged with the community.

We help entrepreneurs and families manage their wealth by showing them what is possible, probable, and achievable. We are committed to providing clients the answers and peace of mind they seek as they face the many “what if” questions in life.

We put clients’ needs, ambitions, and values at the center of everything we do, with the aim of translating their aspirations into solutions to help them realize their goals. At Balentine, we seek to deliver an exceptional client experience in addition to consistent, long-term investment results.

555 Fayetteville Street ,Suite 710 Raleigh, NC 27601
Beacon Financial Strategies

At Beacon Financial Strategies, we help clients achieve their goals, utilizing our extensive tax knowledge to drive financial and investment decisions.

Based in Raleigh, N.C., our fiduciary advisory firm is dedicated to tax-centered financial planning that helps give you certainty that we are focused on your long-term well-being and that you are on the right path toward achieving your objectives.

Our financial planning firm works with people seeking direction when embarking on a life transition. Those who understand the interconnected nature of financial, tax and investment decisions. And those who recognize the enormous impact that a partnership with a team of planning, tax and investment professionals can help deliver when making strategic financial decisions.

Regardless of your life stage, it’s crucial to think strategically about how your spending, saving and investing can have an impact for decades to come. It’s particularly important to consider how taxes affect your finances and investments because, if left unmanaged, taxes can erode what you’ve worked diligently to build.

Services

  • RETIREMENT PLANNING
  • TAX PLANNING
  • INVESTMENT MANAGEMENT
  • ESTATE PLANNING
  • ASSET PROTECTION
  • EDUCATION
7100 Six Forks Road, Suite 135, Raleigh, NC 27615
Blue Water Capital Management, LLC

Knowing your goals, concerns and financial situation allows us to review our Playbook and narrow down which strategies would be appropriate for your situation. Together we design a retirement “game plan” that is both effective and comfortable for you.

From the Latin fiducia, meaning “trust”, a person or business who has the power and obligation to act for another under circumstances which require total trust, good faith and honesty – Dictionary.law.com

For an advisor, being a fiduciary means that they act in the best interest of their clients. While you may assume that every advisor or broker works as a fiduciary, that’s not the case. Many won’t accept, or are not allowed (by their employer) to accept a fiduciary responsibility. Think about that. If your interests are not first, who’s are?

Advisors & brokers that are not fiduciaries only have to meet the lower “suitability standard”. That means recommended products or actions only have to be generally suitable for a client’s circumstances. Unfortunately, many financial products are sold under the suitability standard, but may not be the best thing for the client.

Services

  • Financial / Retirement Planning
    Financial planning consists of six main areas. Changes in one area often affect other areas. It is imperative to work with a CFP® professional who understands how to build a coordinated financial plan.
  • Wealth Management
    Wealth Management is our primary service. It is making sure everything stays on track, even if that track changes over time. Your life and goals will evolve. Your financial plan and investment portfolio should adjust as well. That is what Wealth Management is about.
315 S. Salem Street #422 Apex, NC 27502
Capital Financial Management NC, Inc.

Capital Financial Management NC, Inc. is an independent investment advisory firm located in Fuquay-Varina serving the state of North Carolina. Our team works for pre- and current retirees just like you who want straight talk and are tired of high fees and low returns.

As a Registered Investment Advisor, we can provide some of the most dynamic and advanced money management strategies available today, utilizing portfolio strategies and software to monitor your accounts and alert you if action needs to be taken.

We are a fee-based company that does not charge commissions, regardless of the number of trades in our actively managed portfolios. There’s just one annual fee for our financial advice and services.

We partner with some of the top financial and insurance carriers in the industry to provide you with the best products and services to meet your needs. Plus, because we work with so many providers, we’re able to find unique solutions from our large variety of options available. No product pushing here. It’s all about the perfect fit for you.

Services

  • TAX MANAGEMENT
  • INVESTMENT MANAGEMENT
  • RETIREMENT STRATEGIES
  • FULL ESTATE PLANNING FIRM
  • INSURANCE
1000 N. Main St., Suite 218 Fuquay-Varina, NC 27526
Cook Wealth Management Group

Going beyond the limitations of the usual wealth advisor, Cook Wealth Management Group is highly proficient in optimizing every aspect of your financial plan: tax planning strategies, retirement, estate, education planning, risk management, asset management and more. With a broader vision of what wealth management should be, we deliver a personalized plan designed to reward you now and throughout life.

Why risk facing your critical financial decisions without an experienced navigator? With our proactive personal communication and relentless attention to every financial detail, you could worry less and enjoy life’s journey more.

Holistic Approach
Unlike other wealth management firms, we coordinate every aspect of your finances: financial planning, tax planning, risk management, and more.

Technical Excellence
Our team is highly proficient in both financial planning and tax planning strategies. We know what questions to ask and where to find the answers.

World-Class Service
We notice opportunities for you others might miss. We respond quickly. We don’t just take of your finances – we take care of you.

Services

  • Financial Planning
  • Asset Management
  • Tax Planning
4101 Lake Boone Trail, Suite 210 Raleigh, NC 27607
Financial Analysts

With the help of the team at Financial Analysts, we can guide you toward making smart decisions with your money. Our advice can help you and your spouse prepare for the realities of retirement. When it comes to your future and the future of your family, you don’t want to make a mistake.

Financial Analysts has assembled a highly regarded team that understands the complexities associated with today’s ever changing market environment. Collectively our team has over 100+ years of experience helping meet the needs of individual and institutional investors.

Whether you are an individual investor looking to grow and protect your wealth or a company needing help managing corporate assets or retirement plans our team can help.

Services

  • PLANNING & ADVISORY SERVICES
    Through the use of our VALUES Process, we can help you plan, organize and simplify your financial assets all in one place.
  • INVESTMENTS
    With meaningful diversification and intelligent portfolio design, we can align investments with your personal goals to build a portfolio that is specific to your needs.
  • INSURANCE
    Protect what is important to you. Having the right insurance is an important part of the financial planning process.
2626 Glenwood Ave, Suite 510 Raleigh, North Carolina 27608
Financial Resource Management

Financial Resource Management is a comprehensive financial planning firm, offering a complete range of investment services. For more than 30 years, we have given North Carolina families and individuals financial advice to help prepare for the future, and to create better lives.

Our commitment is to provide unbiased direction and practical expertise to help our clients navigate the complicated world of investments, as well as complex issues such as tax planning, retirement planning and estate planning.

Our focus is providing investment strategies to guide clients through all phases of life…including the unexpected. Our mission is to help each client create a better life by making informed decisions about their investments – including accumulation, reducing taxes, creating income for retirement and legacy planning.

Through our relationship with you, we will provide the guidance and resources to help you obtain and maintain financial security. In a world of uncertainty, a thorough financial plan can offer you confidence and peace of mind.

We operate in your best interest according to your unique financial needs. You can choose how you wish to work with us – please contact us for more information about our services and how we can work with your unique goals.

Services

  • Asset Protection
  • Retirement Planning
  • Retirement Income
  • Wealth Accumulation
  • Taxes
  • Insurance
  • Estate Planning
  • IRA and 401k Rollovers
211 E. Six Forks Road, Suite 118 Raleigh NC 27609
Financial Symmetry

We are an independent, employee-owned financial advisory firm in the Triangle area of North Carolina that provides financial services on a fee-only basis.

Our team of financial advisors put your interests first by helping with financial planning, investment management, retirement planning, tax planning, social security analysis, college planning, 401k allocation and estate planning.

We would love to help you with your financial planning questions and create a plan to help you reach your goals. Find out how we take a different approach to managing your finances.

We break down the difference between these two service levels by highlighting the action items we help you evaluate, implement and/or monitor within each service level. We also include an expected timeline as well as potential cost for the service you may need.

Before we begin working together, many people are curious about what makes us different or why they should work with us. You can read more about that here.

Our goal is to help you become more intentional and identify opportunities you may be missing with your financial picture. We start with a Financial Planning Projection to prioritize goals and create action items. Then, we help clients implement this plan through Continuous Service.

Services

  • Continuous Service
  • Financial Planning
1511 Sunday Drive Suite 300 Raleigh, NC 27607
InSight Investment Planning, Inc.

When it comes to investing, trust is important. That is why personal relationships are of the highest value with clients. Financial contributions, market growth/decline, dividends and appropriately suitable portfolio allocations are all contributing factors to the success of an investment portfolio and retirement income plan.

Investment portfolios should consist of dividend generating investments complemented with growth opportunity, consistent contributions and solid investment selections that are favored in the current market environment.

Overall investment planning should focus on short-term, intermediate and long-term needs of the client. Your investment plan should pay dividends when possible and be tax-favorable with tax-free or tax-deferred. Income strategies are very important and clients should have a systematic plan of how to take income from all investment sources.

Kimberlee Sipe has been in the financial services industry for over 17 years. She has the CRPC® or Chartered Retirement Planning Counselor designation and began her career in the insurance sector with a division of Citigroup in 2002 and moving to Principal Financial Group in 2004. Rather than only offering insurance solutions, full-service planning was more of her interest.

Services

  • Wealth Management
  • Managed Accounts
  • Common & Preferred Stocks, mutual funds, ETFs (exchange-traded funds)
  • REITs (Real Estate Investmentment Trusts)
  • Government Securities
  • IRA’s–Traditional, Roth, SEPs, SIMPLEs
  • All Insurance–Life & Health
  • All Annuities–Variable, Indexed & Fixed
  • Retirement Plans–401k, 403b & Defined Benefit Plans
  • Cost Integration Services
  • Life Settlement
  • Estate Planning Assistance
100 E. Six Forks Road Raleigh NC 27609

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria