Best Financial Advisors in Cary, North Carolina

Peace of Mind Wealth Management is a fee-only financial advisory firm in Raleigh serving pre-retirees and retirees throughout the Raleigh and Durham/Chapel Hill areas. Led by advisors Radon Stancil and Murs Tariq, the firm takes a comprehensive approach to retirement planning that goes beyond investments to address taxes, estate planning, healthcare, and income strategy through their trademarked Peace of Mind Pathway™. Their integrated, transparent fee structure eliminates the need for multiple financial professionals and is designed specifically for clients seeking clarity and confidence in retirement.

Steward Wealth Strategies is an independent financial advisory firm serving Raleigh and the surrounding Triangle area. They provide comprehensive wealth management, retirement planning, investment management, and financial planning services tailored to individuals and families. The firm is committed to fiduciary standards, putting client interests first in all recommendations.

Left Tackle Advisors is a financial advisory firm based in Raleigh that provides comprehensive wealth management and financial planning services. They work with individuals and families to develop personalized strategies for retirement, investments, and overall financial goals. Their team of experienced advisors takes a consultative approach to help clients navigate complex financial decisions and build long-term wealth.

BSG Advisers is a fiduciary-based financial advisory firm serving working professionals, business owners, and retirees in the Cary and Apex area. Founded on the principle of speaking 'human' without jargon, they offer comprehensive financial planning, investment management, retirement planning, tax strategies, and business financial guidance. With over 30 years of combined experience and a fee-only model that eliminates conflicts of interest, BSG Advisers builds long-term client relationships through transparent, relationship-driven advice tailored to each person's unique goals.

Family Legacy Financial Solutions is a Cary-based financial advisory firm founded by uncle-nephew duo Todd Iglehart and Josh Stubbolo, specializing in personalized, family-centered financial planning. They offer comprehensive services including investment management, retirement planning, tax strategies, estate planning, budgeting, and risk management—all tailored to each family's unique goals rather than one-size-fits-all approaches. The firm has helped hundreds of Triangle professionals and families build investment plans, make confident spending decisions, and create lasting wealth for future generations.

Hilltop Wealth Advisors is a fee-only fiduciary financial planning and investment management firm serving high-net-worth individuals and families in Chapel Hill. They provide integrated wealth management, comprehensive financial planning, investment management, and specialized services for executives including equity compensation analysis and 401(k) strategies. Their approach emphasizes personal relationships, alignment with client values, and coordination with other professionals like accountants and estate attorneys.

Hicks & Associates Wealth Management is an independent financial advisory firm based in Cary, NC, specializing in comprehensive wealth management and financial planning for individuals and families. The firm provides personalized investment management, retirement planning, and strategic financial guidance tailored to each client's goals and circumstances. With a focus on building long-term client relationships, they combine professional expertise with a consultative approach to help clients navigate complex financial decisions.

Cardinal Hill Wealth Management is an independent financial advisory firm in Cary specializing in comprehensive wealth planning, investment management, and retirement strategy for individuals and families. Led by experienced advisors, they provide personalized financial guidance designed to help clients build and protect their wealth through customized investment portfolios and long-term planning strategies.

Cerity Partners is a comprehensive wealth management firm serving high-net-worth individuals, families, business owners, and institutions from their Raleigh headquarters. They offer integrated financial planning, investment management, tax planning and preparation, estate and gift planning, insurance planning, and specialized services like business owner advisory, family office management, and cross-border financial planning. Their team of planning, tax, investment, and retirement plan specialists provides objective, goal-driven advice tailored to complex financial situations.

Ark Royal Wealth Management is a fee-only financial advisory firm founded by Mike Palmer, serving clients in Raleigh and Charlotte with comprehensive wealth management, investment management, retirement planning, and employee benefit analysis. As fiduciaries, they prioritize clients' interests first and take a holistic approach to financial planning—helping clients align their assets with their life goals, not just portfolio performance. They specialize in complex financial matters and are known for their personalized, detailed guidance and long-term client relationships.

Raleigh Wealth Solutions is a financial planning firm based in Cary, NC, specializing in retirement planning and comprehensive financial strategy for individuals and families. Led by Brian Raleigh, the firm offers complimentary second opinion services to evaluate your current financial situation and create custom strategies aligned with your retirement goals. They focus on tax-efficient planning, investment management, and community involvement.

Vesta Wealth Advisors is a Raleigh-based financial planning and advisory firm led by women advisors Kate Anders, Elaine Jolley, and Mary Norton. They provide comprehensive financial planning, investment management, insurance products (life insurance and annuities), and ongoing advisory services with a focus on inclusivity and personalized guidance. The firm is committed to serving all clients with integrity and transparency, particularly those historically underserved by the financial services industry.

Olde Raleigh Financial Group is an employee-owned, fee-based financial advisory firm in Raleigh specializing in comprehensive wealth management for individuals and small business owners. They offer retirement planning, investment management, tax planning, 401(k) allocation, Social Security analysis, estate planning, insurance planning, and college funding strategies. Their independent, client-focused approach prioritizes your best interests without conflicts of interest, backed by an experienced team using technology-driven tools for clear communication and efficient plan management.

Capital Financial Advisory Group, founded by Pete D'Arruda (MRFC, RICP), is an independent fiduciary financial advisory firm specializing in comprehensive retirement planning, investment management, and wealth strategies for affluent clients. With over three decades of experience, they serve pre-retirees and retirees with $100,000+ in savings through personalized financial planning that addresses retirement income, tax optimization, estate planning, and risk management. Known for their transparent, client-focused approach and educational content, they operate multiple offices across the Southeast and are recognized for their commitment to clear communication and fiduciary standards.

Financial Symmetry is an independent, employee-owned financial advisory firm in the Triangle area serving clients since 2001. They provide comprehensive fee-only, fiduciary financial planning and investment management, including retirement planning, tax planning, social security analysis, college planning, 401(k) allocation, and estate planning. With 13 CFP® professionals managing $1.2B in assets, they focus on helping busy professionals, those planning retirement, and clients experiencing major life changes reach their financial goals.

Testament Wealth Management is a locally-owned, fee-only financial advisory firm in Cary serving the Research Triangle region. They provide comprehensive financial planning including retirement planning, tax optimization, investment management, estate planning, employee stock options analysis, and insurance guidance—all built around personalized goals for business owners, high-earning professionals, and pre-retirees/retirees. As fiduciaries operating on a transparent fee-only model with no commissions, they emphasize tax-efficient strategies, collaborative relationships with CPAs and estate attorneys, and ongoing behavioral coaching.

Hunter Street Investment Advisors is an independent financial advisory firm serving the Apex and Triangle area with personalized investment management and financial planning services. The firm works with individuals and families to develop comprehensive strategies aligned with their long-term goals, offering a consultative approach to wealth management and retirement planning.

Blue Water Capital Management, LLC is a fee-only, independent financial advisory firm in Apex specializing in wealth management, retirement planning, and investment management. Founded on fiduciary principles, their team of CFP® professionals (with over 25 years of combined experience) serves clients in technology, legal, medical, and business ownership sectors. They charge no commissions, only transparent fees, and provide comprehensive financial planning including retirement funding, tax strategies, estate planning, and portfolio management through dedicated client portals.

Woodward Financial Advisors is a fiduciary wealth management firm in Chapel Hill that provides ongoing financial planning and investment management services. Founded on the principle of building relationships with clients rather than just managing their assets, they help individuals achieve their personal definition of financial success through comprehensive advisory services. The firm specializes in guiding clients through life's most important financial decisions with a focus on long-term security and confidence.

Tyler J Dean is a Financial Advisor at Edward Jones in Cary, NC, specializing in wealth strategies, retirement income planning, and business financial services for entrepreneurs and business owners. With credentials as a Certified Exit Planning Advisor® (CEPA®) and Chartered Retirement Plans Specialist™ (CRPS™), Tyler provides comprehensive financial guidance including business retirement plans, employee stock options, intergenerational planning, and wealth management strategies tailored to clients' specific financial goals.

Stonegate Financial is an independent financial advisory firm located in Cary, NC, serving clients throughout the Research Triangle and beyond. They provide comprehensive financial planning and investment management services tailored to help clients build and preserve wealth. With a focus on personalized service and long-term financial strategy, Stonegate Financial works with individuals and families to achieve their financial goals.

David Hellinger is an LPL Financial advisor in Cary specializing in comprehensive, goals-based financial planning rather than one-size-fits-all solutions. With over two decades of experience, he provides full-scale financial planning, asset management across multiple account types, and retirement and tax strategy services. He upholds the fiduciary standard, meaning he prioritizes clients' interests above his own, and is committed to explaining complex financial concepts in plain language to help clients understand their options.

Captrust is a financial advisory firm serving Raleigh and the surrounding region with comprehensive wealth management, investment management, retirement planning, and personalized financial strategy services. The firm works with individuals and businesses to build customized financial plans aligned with their long-term goals. With a focus on fiduciary principles and client-centered advisory, Captrust helps clients navigate complex financial decisions and grow their wealth.

Edward Jones financial advisor Darrin F Guay, CFP®, provides comprehensive financial planning and investment management services to individuals and families in the Cary area. As a CERTIFIED FINANCIAL PLANNER™, Darrin specializes in helping clients build and protect wealth through personalized financial strategies tailored to their goals and circumstances.

Tackett Wealth Management is an independent financial advisory firm based in Cary, NC, serving clients throughout the region with comprehensive wealth management, investment management, and financial planning services. The firm specializes in helping individuals and families build and preserve wealth through personalized strategies tailored to their unique financial goals and life circumstances.

Miner Wealth Management is an independent financial advisory firm based in Raleigh specializing in comprehensive wealth management and financial planning. The team works with individuals and families to develop personalized investment strategies, retirement planning, and wealth preservation strategies tailored to their specific goals and circumstances.

Merrill Lynch Wealth Management in Raleigh offers comprehensive financial advisory services including investment management, retirement planning, and wealth strategy for individuals and families. As part of Bank of America's wealth division, they provide access to institutional-quality investment research, portfolio management, and personalized financial planning to help clients build and preserve wealth.