Find Top Financial Advisors in North Carolina

Alister has been serving the financial needs of retirees, pre-retirees, business owners and families focused on generational wealth for more than a decade. He strives to build long-term relationships with his clients, grounded in trust and a deep understanding of their goals, while providing thoughtful, practical solutions across every element of the wealth management equation. As your financial advisor, Alister takes a comprehensive approach to addressing your financial needs. By taking the time to understand your investment objectives, time horizon and tolerance for risk, he works closely with you to develop a customized financial plan designed to pursue your long-term financial goals.

Through Raymond James, Alister has access to the firms extensive resources, including specialists in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of these experienced professionals, he works diligently to help clients develop both a personalized financial plan and a detailed investment strategy. His planning-based approach is designed to help address current financial needs while working toward future goals, mitigate tax liabilities, manage estate considerations, gain better control over discretionary expenses and pursue long-term financial success.

Originally from Southern Pines, North Carolina, Alister graduated from the University of North Carolina at Wilmington with a bachelors degree. He holds the Chartered Retirement Planning Counselor" (CRPC") and Accredited Asset Management Specialist" (AAMS®) designations from the College for Financial Planning. Prior to joining Raymond James and founding Pine and Coast Wealth Advisors, Alister spent 11 years with Edward Jones.

Away from the office, Alister enjoys spending time with his family, exploring new cultures through travel, trying new cuisines, horseback riding and golfing. He is married to his high school sweetheart, Candice, and they are proud parents to their daughter, Hogan, whom they adopted at birth in 2022. Alister and Candice are also avid animal lovers and share their home with three dogs; Lyka, Lincoln and Layla and two cats, Lany and Woods.

As a Wealth Manager and Chartered Financial Consultant® (ChFC®), Blake Cason's mission is to help clients make confident financial decisions and create a lasting impact in their lives. He works with individuals and families who have accumulated wealth and need a clear, sustainable plan to turn those assets into reliable income and a meaningful lifestyle. By building personalized, long-term strategies, he helps clients align their finances with their goals and values.

His practice, Cason Wealth Management at Steward Partners, specializes in serving clients with more complex financial needs, using a disciplined process to help organize, build, protect, and transfer wealth. Many of the families he serves are within five years of retirement or already retired, and he focuses on helping them navigate this transition with clarity and purpose.

Based in northwest Raleigh, Blake works with clients across North Carolina and throughout the southeastern United States. He is supported by Suzanne Swogger, Senior Client Administrative Manager, and collaborates closely with his clients' CPAs and attorneys to deliver a comprehensive approach to financial planning.

Outside the office, Blake enjoys spending time with his wife, Whitney, and their two sons, Gunnar and Beau - whether that's playing sports in the yard or getting in a round of golf. They are active members of Providence Baptist Church in Raleigh and enjoy traveling to the North Carolina coast.

Our mission is to uphold the utmost integrity and professionalism in our relationship with you, our valued client. We strive to thoroughly understand your financial needs and deliver top-quality information, services, and products to support your goals.

Known as "Coach Pete" on the radio, Mr. D'Arruda has over 32 years in the financial arena with NO complaints. Coach Pete is also a SMARTVESTOR PRO with Dave Ramsey.

He has authored 8 books and co-authored 8. Two of his books have reached the best-sellers list on Amazon. The most noteworthy book, Successonomics, is one that Coach Pete co-authored with Steve Forbes. But, by far, his favorite book just happens to be his most recent, 7 Baby Steps to a ridiculously Reliable Retirement Income. His newest book, AMERICA ASKS COACH is a great read as well.

He has just been named to the prestigious Forbes Leadership Council and will be submitting at least 6 articles a year to Forbes. He is a graduate of The University of North Carolina.

He is a proud father of daughter, Caroline, age 19 with his wife, Kim.

A+ rating with the BBB (Better Business Bureau) and the National Ethics Association.

Known as "Coach Pete" to his listeners and clients, Coach Pete and his firm are a committed group of professional fiduciaries dedicated to providing superior investment advice to their high networth clients. Coach Pete is also a SMARTVESTOR PRO with Dave Ramsey.

A fiduciary is any person or institution that has the power to act on behalf of another in situations that require great trust, honesty, and loyalty.

His radio show, "The Financial Safari" first aired in 2005 and can be heard weekly on more than 50 stations nationwide. Other Shows founded and hosted by Coach Pete are AMERICA'S 401K SHOW, ROCK ON RETIREMENT, and A+ RETIREMENT. All these shows are heard weekly throughout North Carolina and much of the nation.

Also known as the King of Income Planning, Coach Pete's approach to systematic, lifetime income planning is followed by many who wish to reduce retirement worries.

The firm provides personalized investment and income strategies as well as tax and estate evaluation for all sizes of portfolios and estates.

Call today and see if this is the family atmosphere you've always wanted.

I believe the starting point of any financial conversation should be with youyour life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.

Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.

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What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

Ken Nelson started in the investment industry in Manhattan immediately after the crash of 1987. He earned an Engineering degree from Tufts University and has very strong quantitative skills as evidenced by his perfect Math SAT score, and State Chess Championship. He became a branch manager of a major brokerage firm at age 26, one of the youngest in his firms history.

Ken has provided economic commentary on TV and radio since 1990. He can be heard in the Triangle on 680AM. Ken earned his MBA (3.9 GPA) from Duke University in 2001. At graduation, Ken was asked by his Professors to return and guest lecture. Ken has guest lectured at Duke in the MBA program and Olli Program. Prior to the Covid pandemic in 2020, Ken taught a class on "The History of Money and Financial Markets" in the Olli Program. He is in the process of turning his course into a book.

Ken has utilized Duke, UNC,and NC State Phd candidates, Masters candidates and undergraduates as interns since 1991. They help Ken with his academic research in the financial markets.

Ken and his fiance' have 10 children and 6 grandchildren. Ken coached boys and girls soccer at the recreational, Challenge and Classic level periodically from 1992 - 2012 (mostly with CASL). Ken loves soccer, chess, skiing, history, and investments. While Ken has 35 years in the industry, he hopes to work 35 more. His investment practice is a family affair. His fiance' and son also work in the investment practice.

We are a committed group of professionals dedicated to providing superior investment advice to our corporate and high net worth clients. We average over 30 years of experience in the financial industry. We strive to provide the best, most professional and personalized service possible. We act honestly, with pride and integrity, and always in the best interest of our clients. We earn our clients trust and respect. We believe our knowledge, combined with the exceptional service we provide, ensure our clients are proud to recommend us to their family members, colleagues and friends.

Also located at 9121 Anson Way, Suite #204, Raleigh NC, 27615

Financial decisions can feel complicated. Lucas Decker helps individuals and families bring clarity to their finances, understand their options, and build a plan they feel confident putting into action.

As a CERTIFIED FINANCIAL PLANNER" professional, Lucas helps clients connect the decisions they make today with the life they want tomorrow. Whether preparing for retirement, balancing competing priorities, or navigating a major life change, he offers practical guidance tailored to their goals.

His approach starts with listening. Lucas takes time to understand what matters most, explains recommendations in plain language, and works alongside clients as their lives and priorities evolve. Clients can expect straightforward conversations, thoughtful advice, and a clear understanding of their next steps.

Before becoming a wealth advisor, Lucas worked in finance for the Air Force Materiel Command. He holds an MBA from Ohio Dominican University and lives in Charlotte with his wife and their four children. Outside the office, he enjoys exploring local trails, traveling with his family, and staying involved in the community.

Carnegie Private Wealth was founded on a passion for excellence and a commitment to serving our clients at the highest level. Backed by decades of experience, our team of licensed professionals uses cutting-edge technology and forward-thinking advice to craft customized strategies that prioritize what matters most to you. What matters most to you? This question drives our purpose: providing comprehensive partnership to create lasting impact in pursuit of your aspirations.

Our expertise includes the psychology of money, retirement planning, estate planning, financial organization, cash flow management, tax and charitable planning, investment planning, family wealth planning, and risk management. With 200+ combined years of experience, the team serves approximately 1,200 households and over $2B in brokerage and advisory assets through LPL Financial.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

We stand out as financial advisors with a unique approach. Our team brings together CERTIFIED FINANCIAL PLANNERS®, CFA®, CPA®, a mechanical engineer, and an MBA holder each with decades of experience.

The combination of our diverse backgrounds, education, and extensive experience empowers us to think outside the box and challenge conventional wisdom in our approach.

We have a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.

No one strategy fits everyone, which is why every client gets our undivided attention from planning to execution to follow-up.

Ross Kirwan is a Certified Financial Planner^™ with 17 years of financial services experience. Ross transitioned to becoming a financial advisor after witnessing firsthand how proper financial guidance impacts families during life's unexpected moments, which he witnessed at the passing of a parent at a young age. Ross combines his skill in portfolio design and economic analysis with Carnegie Private Wealth's resources to build clear, practical financial plans. His thorough understanding of markets and investments, backed by advanced technology and flexible solutions, helps clients navigate their financial decisions with confidence. Ross serves as an Elder at his church while also serving on the board of a local nonprofit, which both reflect his commitment to meaningful impact. This same care and attention shapes how he helps families make smart financial choices for their future.Connect with Ross and Carnegie Private Wealth to align your finances with what matters most.

We guide our clients through an ongoing process that clarifies their financial goals and encourages the implementation of strategies designed to pursue them. We get to know our clients and their challenges on an intimate level, so we can help them identify areas of potential risk and opportunity. Our goal is to simplify financial decisions, making them easy for clients to understand and approach with confidence. Our clients entrust us to help plan their financial future because were attentive, engaged and experienced.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with personalized information, services, and products to help you reach your goals. Strategic Investment Partners is a sub-branch of Conway & Company Financial Services. We operate as FIDUCIARIES so we are ethically and legally required to invest our client assets in their best interest.

A long-term perspective of the Dow Jones Industrial Average reveals the reality there are extended periods of time which the US equity market will trend upwards, and also long periods of time where the market will instead stagnate or move generally lower. Our Fact-Based Strategy - Underpinning our Fact-Based strategy is a set of core beliefs about the market.

These core beliefs are:

1. We don't know where the market will go - and neither does anyone else.

2. Wherever the market goes, it will get there by trending.

3. Along the way, there will be outperformers and underperformers.

Armed with these three core beliefs, we are well equipped to handle whatever the market brings - ALL WITHOUT HAVING TO MAKE A SINGLE PREDICTION. Using supply and demand analysis, our Fact- Based strategy concentrates on identifying outperformers to include in our portfolios. Together, they give us the "when" and "what" - the two essential ingredients of success.

Tony is the founder and lead financial advisor of ACM Wealth Management. He is a Registered Investment Advisor and currently holds the Series 7, 63, 65 and 31 licenses. Additionally, he is a Certified Investment Management Analyst (CIMA) professional, a designation that is earned in conjunction with the Wharton School of Business and the Investments & Wealth Institute.

Tony has been named a Five Star Wealth Manager eight times by Charlotte Magazine for Best in Client Satisfaction. He has also been interviewed and quoted by local TV and print as well as national publications like The Wall Street Journal, FOX Business, Dow Jones News, Thomson Reuters, Wealth Management Magazine and FUNDfire.

Tony is a member of the UNC Rams Club and is a life member of the UNC Alumni Association. He is a former member of Verdict Ridge Country Club, and an active member of the Investments & Wealth Institute and the Financial Services Institute. Tony is also a past board member of Sally's YMCA and East Lincoln Betterment Association. He resides in the Steele Creek/Lake Wylie area of Charlotte with his wife Lesley, and their three children, Evan, Logan and Emma.

As a fee-based independent advisor, ACM Wealth Management creates unbiased, customized investment strategies to help build, protect and transfer client's wealth. We take a comprehensive and customized approach to your financial situation. Understanding what is most important to you, we then develop a clear long term plan that considers your needs, your goals, and your priorities. After the initial plan is developed we take an active role in your pursuit of these goals.