Areas served: Concord, NC and surrounding Cabarrus County
Concord's financial advisory landscape reflects the city's blend of established wealth management firms and independent fiduciary advisors serving the region's diverse population. The local market includes advisors specializing in retirement planning for professionals in Charlotte's banking sector, investment management for business owners in Concord's manufacturing and retail economy, and comprehensive financial planning for multi-generational families. This directory provides verified information on credentials, compensation models, services offered, and regulatory history to help residents identify suitable advisory relationships.
Alloy Wealth Management is a Charlotte-based wealth management firm founded by Mark Henry, a seasoned financial professional with 30+ years of experience. The firm specializes in comprehensive retirement planning, insurance strategies, estate conservation, and risk management for pre-retirees and retirees across the Carolinas. Mark Henry is widely recognized for his financial education work, hosting the weekly Money Matters segment on WCNC Charlotte and Living Large Radio, bringing practical guidance to complex financial topics like market volatility, longevity risk, and healthcare costs.
Tristate Financial Advisors is an independent financial advisory firm based in Charlotte serving clients throughout the Carolinas and beyond. They provide comprehensive financial planning, investment management, and retirement planning services tailored to individual and family needs. The firm is known for personalized service and building long-term client relationships.
Branch Wealth Partners is a real estate investment firm based in Concord, NC, specializing in wealth-building through real estate education, property management, and investment consulting. Led by Managing Partner Greg Lafferty, the company offers comprehensive services including mentorship programs, one-on-one advisory, full-service property management for single and multi-family properties, and real estate partnership opportunities. They focus on the Cabarrus and Rowan County markets and provide personalized investment strategies alongside a network of accountants, wealth managers, attorneys, and brokers to help clients achieve financial independence.
Blue Financial, Inc. is a Charlotte-based financial advisory firm specializing in custom retirement planning strategies. Led by a dedicated team of fiduciary advisors, they help clients design personalized retirement plans through their proprietary ACE Your Retirement process, which includes comprehensive income, tax, and investment analysis. They offer free retirement readiness reports and Social Security optimization guidance to help clients make confident financial decisions aligned with their unique lifestyle goals.
Newton Wealth Management, established by CFP® W. Edward Newton Jr., is an investment and wealth management firm serving Charlotte and clients throughout the U.S. They specialize in financial planning, investment management, tax planning, and estate & trust administration, with a focus on helping clients achieve worry-free retirements. Their personalized approach tailors strategies to each client's unique goals and circumstances.
Carnegie Private Wealth is an independent financial advisory firm serving high-net-worth individuals and families in the Charlotte area. They provide comprehensive wealth management, investment management, retirement planning, and personalized financial strategies tailored to clients' long-term goals. Their team of experienced advisors focuses on delivering fiduciary-standard advice and building lasting relationships with clients who value personalized, objective financial guidance.
Blue Ridge Financial Planning is a fee-based financial advisory firm in Fort Mill, SC, specializing in comprehensive financial planning and investment management for individuals and small business owners. The team works with clients at all life stages—from those just starting out to those planning retirement—to develop personalized strategies around retirement planning, asset allocation, college savings, tax planning, and business succession. They're registered investment advisors offering advisory services, individual investments, group retirement planning, and asset protection strategies.
Cadence Wealth Partners is a fee-only financial advisory firm in Concord specializing in comprehensive planning for business owners and executives. Led by founders Sean Williams (Marine officer, CEPA®, CFP®) and Nick O'Kelly (Army Special Forces pilot, CFP®), they integrate tax strategy, exit planning, and investment management into coordinated plans—not fragmented services. They're known for helping business owners understand their company's true value, optimize taxes using overlooked tax code benefits, and build exit strategies that protect wealth beyond the sale.
MB Wealth Advisors is a fiduciary financial planning firm in Huntersville, NC specializing in comprehensive retirement planning, wealth management, and personalized financial strategies. Led by experienced advisors committed to client-first service, they offer solutions including 401(k) rollovers, IRA management, estate planning, life insurance, education planning, and risk management—all designed around each client's unique goals. As a fiduciary, they are legally bound to act in your best interest rather than earning commissions, providing transparent guidance backed by years of expertise.
Nathan Weir is a CFP® certified financial planner in Charlotte specializing in comprehensive financial planning, investment management, and retirement strategies for individuals and families. With credentials including AIF® (Accredited Investment Fiduciary) and RICP® (Retirement Income Certified Professional), he provides personalized guidance to help clients build and protect their wealth. His practice focuses on creating detailed financial plans tailored to each client's unique goals and circumstances.
RB Wealth Partners is a financial planning and investment advisory firm in Cornelius, NC, founded by Rob to provide personalized, tax-efficient financial strategies for business owners, professionals, and retirees. They offer comprehensive services including retirement income planning, portfolio management, tax planning, estate and insurance planning, and business/real estate solutions—all built around clients' specific goals rather than one-size-fits-all products. Known for a client-first approach that prioritizes listening, clarity, and proactive strategy without pressure.
Hobart Wealth is a Charlotte-based financial advisory firm with over 20 years of experience serving high earners, professionals, pre-retirees, retirees, and business owners. As fiduciaries, they provide comprehensive financial planning, wealth management, tax strategies, estate planning, and insurance solutions tailored to each client's goals and circumstances. Their team of CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst advisors focus on helping clients preserve, grow, and optimize their wealth with clarity and integrity.
Calamita Wealth Management is an independent financial advisory firm in Charlotte specializing in comprehensive financial planning and investment management for individuals and families. Founded on the principle of putting clients first, they offer personalized strategies for wealth building, retirement planning, and long-term financial goals without the conflicts of commission-based advice. Their team works closely with clients to develop and execute tailored financial plans designed for their unique circumstances.
Cornerstone Wealth Planning is a comprehensive financial advisory firm in Charlotte led by Chris Knight, specializing in wealth management, financial planning, investment management, tax planning, and retirement planning. They guide clients through complex financial concepts with a focus on clarity, confidence, and consistency, offering a personalized 45-minute discovery meeting to understand each client's unique situation and goals.
Passport Wealth Management is a fee-only financial planning firm in Cornelius, NC, led by CFP® professionals who provide comprehensive, holistic financial planning tailored to each client's unique situation. They specialize in working with entrepreneurs, business owners, professionals, retirees, and families across all life stages, offering services including investment management, retirement planning, tax-efficient investing, ESG investing, and factor-based investing. The firm collaborates with clients' attorneys, CPAs, and other advisors to create personalized strategies that align with their long-term goals.
Serenity Wealth Management is a fiduciary financial advisory firm based in Charlotte, NC, dedicated to helping individuals and families build and preserve wealth through personalized investment and retirement planning. As a fee-only advisor, they align their interests directly with clients by charging transparent fees rather than commissions, ensuring unbiased recommendations. Their team specializes in comprehensive financial planning, investment management, and retirement strategy tailored to each client's goals and life stage.
Greenway Wealth Advisors is an independent financial advisory firm in Charlotte specializing in comprehensive wealth management for individuals and families. They provide personalized investment management, retirement planning, and financial strategy services designed to help clients build and preserve wealth. The firm is committed to putting clients' interests first with a focus on long-term financial success.
Admiralty Wealth Management is an independent financial advisory firm based in Waxhaw serving clients throughout the greater Charlotte region. They specialize in retirement planning, investment management, and personalized wealth strategies designed to help clients achieve long-term financial security. Their team focuses on building lasting relationships with clients through comprehensive financial guidance tailored to individual goals and circumstances.
Blue Trust is an independent financial advisory firm in Charlotte specializing in comprehensive wealth management, investment planning, and retirement strategies for high-net-worth individuals and families. The firm combines personalized service with fiduciary-standard advice, helping clients build and protect their financial futures through evidence-based investment approaches and tax-efficient planning.
Advanced Wealth Strategies is a wealth management firm serving individuals, families, and businesses across the Charlotte and Lake Norman areas for over 11 years. They specialize in comprehensive financial planning including retirement planning, tax-advantaged investment strategies, 1031 exchanges, and alternative investments. AWS takes a holistic approach to wealth management, helping clients integrate all aspects of their financial life into a single, customized plan while minimizing tax impact and emotional decision-making.
A4 Wealth Advisors is an independent financial advisory firm in Huntersville serving clients throughout the Charlotte region. They provide comprehensive wealth management, investment management, and financial planning services tailored to individuals and families. The firm is dedicated to helping clients build and preserve wealth through personalized strategies aligned with their long-term goals.
Two Waters Wealth Management is an independent financial advisory firm in Huntersville serving clients throughout the Charlotte region. They provide comprehensive wealth management, investment management, and financial planning services tailored to help clients build and protect their financial futures. The firm focuses on personalized strategies and ongoing guidance to address each client's unique financial goals.
Focus Wealth Planning is an independent financial advisory firm in Concord serving clients throughout North Carolina with comprehensive wealth management, retirement planning, and investment management services. Led by experienced advisors, they provide personalized financial strategies tailored to individual goals and circumstances, helping clients build and preserve wealth over the long term.
NoDa Wealth Management is a fee-only financial planning firm led by CFP® professional Evan Luongo, serving busy professionals and families in Charlotte. They specialize in personalized wealth-building strategies for major life transitions—career changes, starting a family, and investment optimization—with transparent, data-driven advice and a fiduciary commitment to your financial goals.
Marshall Ward is a Financial Advisor with Edward Jones in Concord, NC, serving clients with comprehensive financial planning including retirement strategies, business planning for entrepreneurs, estate and legacy planning, college savings, and charitable giving guidance. He works with individuals and business owners to develop personalized financial strategies and is currently accepting new clients.
Alloy Wealth Management is the top-ranked financial advisor in the Concord area with a Lantern Score of 85.07/100 and 5-star rating from 154 reviews. Founded by Mark Henry with 30+ years of experience, they specialize in comprehensive retirement planning and are best for pre-retirees, retirees, and families concerned about market volatility and longevity risk.
Cadence Wealth Partners (Lantern Score: 83.17/100) and MB Wealth Advisors (Lantern Score: 82.92/100) are top options for business owners in Concord. Cadence Wealth Partners specializes in comprehensive planning for business owners and executives, while MB Wealth Advisors focuses on business succession planning for high-net-worth individuals.
Cadence Wealth Partners (Lantern Score: 83.17/100) in Concord specifically lists military veterans as a best-fit audience. Led by founder Sean Williams, a Marine officer with CEPA® credentials, they provide tailored financial planning for veterans alongside business owners and executives.
Branch Wealth Partners (Lantern Score: 83.75/100) is based in Concord and specializes in real estate investment with education, property management, and investment consulting. RB Wealth Partners (Lantern Score: 81.67/100) is also available in the nearby Cornelius area and serves real estate investors alongside business owners and professionals.
Cadence Wealth Partners (Lantern Score: 83.17/100) and Focus Wealth Planning (Lantern Score: 75.01/100) are fee-only or fee-based firms in Concord. Passport Wealth Management (Lantern Score: 79.34/100) in nearby Cornelius also provides fee-only comprehensive financial planning led by CFP® professionals.
None of the 25 financial advisors in the Concord area are open on weekends. All operate during standard business hours, so scheduling will need to be arranged during weekday office hours.