Financial Advisors in North Carolina

Gordon Asset Management, LLC is a North Carolina based investment advisor specializing in personal wealth management for individuals and company sponsored retirement plans.

We are the Local Provider for the Dave Ramsey Show for Investments and Insurance.

Our Focus:
I believe success should be measured not just by your financial well-being, but by how confident and secure you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on experienced, knowledgeable advice. This focus is designed to add structure to your situation and educate your family on efficient uses of money.

Many people think that financial planning is a once-and-done event that starts with the numbers and ends with investments and pie charts. But that's not what true financial planning is about.

The process that I follow defines true financial planning as a comprehensive, ongoing approach to managing all areas of your financial life that takes into consideration your income, expenses, investments and debt; your short-term and long-term goals such as paying for college or retiring comfortably; your taxes and financial risks such as disability and death; and, finally, leaving a legacy.

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Fee-only Financial Planning and Money Management

Founded in 2005 by Lawrence W. Wiswall, Jr., CFP®, TCS Financial Services, Inc. is an independent wealth management and registered investment advisory firm headquartered in Greensboro, N.C. A Delaware corporation, TCS provides financial planning, investment and insurance services to clients across the US.

As an independent company, TCS Financial Services is not directly affiliated with any Wall Street mutual or brokerage firm and is not an employee of any insurance carrier. As such, we do not charge commission on our investment management services, nor are we compensated by third parties for selling investment products. By operating in this manner, we maintain the freedom to explore the products and services which best meet your needs, regardless of their origination.

Our commitment to pursuing your best interest is our highest priority, and the driving force behind everything we do.... See More

What sets me apart is my dedication to my clients' needs, embodied in my high-touch approach. I ensure that each client and family receives unparalleled attention and support that extends beyond finances. Multi-generational planning is not just a service I offer; it's the very essence of what I set out to do. I guide families through the complexities of wealth preservation and transfer across generations, instilling financial literacy from an early age to empower future generations.

My services, structured under asset-based fees, encompass a wide range of offerings, including investment management, estate planning, philanthropic endeavors, and risk management. My focus on tax planning further distinguishes me in the industry. I tailor my strategies to meet the unique needs of these families, leveraging strategic outsourcing including partnerships with best-of-breed money managers to deliver objective financial advice and innovative solutions.
In addition to my dedication to clients' needs, I offer a unique approach that goes beyond conventional financial planning. I believe that true financial excellence is achieved through a tailored approach that addresses each client's unique circumstances and goals. This personalized approach ensures that every aspect of your financial affairs are expertly managed and optimized for long-term success.

Apart from the services within my practice, I orchestrate a symphony of specialized professionals, each equipped with a deeper reservoir of skills and knowledge, to delve into the intricacies impacting your financial landscape. This approach allows me to provide more complete solutions tailored to your specific needs, ensuring that every aspect of your financial affairs is expertly managed and optimized for long-term success.

As this trusted clearinghouse for financial, investment, tax, and estate planning ideas, I orchestrate a seamless integration of my clients' financial affairs, ensuring their long-term goals are not just met but exceeded.... See More

At Rosewood Wealth Management, financial advisors for retirement planning in Durham, NC, we believe in helping you build a plan that answers all of your questions. We want to help you understand all of the options available to you in the financial world so that you can choose the path that makes the most sense for you and your family. We’re not here to try and push you in a certain direction. Our job is to help you understand all of your options, educate you on the pros and cons of each, and assist you in constructing a plan that works for you. Contact our financial advisors today for more info!... See More

We are an independent, full-service financial services firm committed to helping people pursue their financial goals.

Michael Collie, AIF, CFP, CMFC
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);Collie Financial Planning, Inc. provides comprehensive financial planning and investment management to individuals. We also serve as a fiduciary advisor to businesses, helping them manage their 401K plans. Risk measures, rates of return and the numbers that surround us are all important and critical factors of financial planning. To us however, our client relationships are about more than that. It's about people. It's about relationships. It's about your desires, your hopes, your dreams and the purpose for your life. It's about the legacy you are building each day of your life. We go beyond financial planning to help our clients answer the tough but critical questions. What do I want out of life? What do I do with these assets I've worked hard to accumulate and how am I doing as a steward of these resources? Where will it all go when I'm gone and what kind of impact will it have on others? At the end of the day, we help clients achieve true Financial Freedom and create eternal impact. For more information visit www.colliefp.com... See More

Joel Kelley, BS, CFP, M.Ed.
Woodstone Financial, LLC is a full-service firm specializing in Client Centered Integration™, a customized approach that allows us to address your aspirations for financial independence. Our philosophy, combined with years of experience, means Woodstone Financial will provide continuous guidance for your financial future. Financial PlanningWe carefully consider all facets of your life to design strategies to meet your goals. We focus on advanced planning in the areas of retirement, cash flow, risk management, estate planning, education funding, and investments.
Investment ManagementWoodstone Financial emphasizes a long-term, evidence-based approach to investment management. Our investment solutions utilize Nobel Prize winning research and no-load, low cost mutual funds.... See More

Jon Green, CFP, CPA/PFS, JD, MBA
Encompass Advisors, a Fee Only Registered Investment Advisor, combines the disciplines of investment management, finance, law and taxation. Our one fee includes investment management, financial planning and Social Security strategies to optimize retirement benefits. Our expertise is financial and investment advice fulfilling the dual but incongruent objectives of sophisticated investors: realistic risk-adjusted returns and capital preservation. Jon Randolph Green, President of Encompass Advisors, is an Attorney, Certified Public Accountant, Certified Financial Planner and a AICPA Personal Financial Specialist. Jon is a member of the American Institute of Certified Public Accountants (AICPA) and the Personal Financial Planning section of the AICPA. He also holds a Master of Business Administration (MBA) in Finance (summa cum laude) from Indiana University. Our goal is to achieve our clients' return objective with the least amount of risk that minimizes the potential loss of capital in any market environment. We are not an aggressive firm just seeking clients to finance fast growth, large profits and big bonuses. We are experienced, fee-only specialists who are independent and objective, with one agenda…..the best interest of our clients.... See More

Brian Fenn, CFP, ChFC, CLU
We are an independent, fee-only comprehensive financial planning firm offering highly specialized and customized services for high net-worth individuals and families. Our holistic approach to financial planning and asset management allows us to analyze each client's unique set of circumstances and experiences so that we can formulate a long-term plan that reduces the burdens and stress of financial decisions. This work and our close client relationships build financial security, enhance peace of mind, and improve the quality of our clients' lives. @import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);... See More

Jonie Parks, CFP
Since 1990, Matrix Wealth Advisors has built a trusted reputation among families throughout the Southeast (including physicians, executives, closely held business owners and retirees) by providing excellent service, creative and sound portfolio strategies, and a clear direction for all aspects of clients' financial lives. Clients know they can rely on Matrix' credentialed experts for broad knowledge, depth of experience and above all, unbiased advice. A distinguishing factor of Matrix has been an emphasis on comprehensive financial planning. Competent and thorough financial planning continues to serve as the focus of everything we do. Our process compares your current situation with your goals for the future, identifying what needs to be done to reach them. A comprehensive plan covers every aspect of your financial life: assets, liabilities, and net worth analysis, cash flow, investments, taxes, estate planning, risk management, financial independence planning…and all other financial areas that affect you and your family. All the details of your finances will be analyzed in one comprehensive package. The plan constitutes a road map guiding you and us toward achievement of your financial and lifetime objectives. It is both the foundation and the framework for all financial decisions.... See More

Todd Calamita, CFP
Your finances, your future - that's the passion behind Calamita Wealth Management. Whether you're just starting to plan for retirement or you're living the dream, we're here to help you reach your financial goals. You can count on us to listen and be forward thinking and accountable to your needs as well as to provide customized and innovative solutions specifically with you in mind. No off-the-shelf financial plans here. No more guessing if you're on the right financial path. We help you create a wealth management plan for life, and refine it all along the way. We guide you in making smart choices with your money, about your future. We are your retirement planning partner. That's our passion. It's that simple.... See More

Daniel Tobias, CFP
At Davidson Capital, we provide comprehensive wealth management services that coordinate your financial planning, investment management, and tax planning. The process is designed to assist you in making crucial decisions necessary to preserve and grow your assets, to enhance the quality of your life, and to realize your personal and financial goals. We are a boutique firm serving individuals, families, corporations, and charitable trusts. Our integrated approach to wealth management simplifies your life, provides peace of mind, and ensures that all components of your financial plan work together.... See More

Jennifer Lazarus, CFP
Comprehensive financial planning for progressive investors in their 20s to 50s. I help you make informed financial decisions in a collaborative, educational, and non-judgmental atmosphere. Investment advice is focused on actively-managed socially responsible mutual funds and non-Wall St impact investments. A second service I offer is hourly, as-needed Cash Flow Consultations.
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