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Financial Advisors in Hickory, North Carolina (Catawba County)

Davidson Capital
33 miles from Hickory, NC

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 ... See More

Moretz Wealth Management, LLC
34 miles from Hickory, NC

Moretz Wealth Management provides retirement and distribution planning for retired individuals and individuals nearing retirement. We provide full-service, one-stop planning for those individuals. We strive to serve seniors with integrity and accou... See More

Highlights: Retirement Planning & Investing, International Financial Planning, Retirement Income Planning, Financial Advisor, Annuity Review And Consulting, Specialize In Retirement Planning And Retirement Distribution, Fee Only, Asset Protection, Independent Investment Advisor, Investment Consulting, Experienced, 401k Rollovers, Investment Advice, NAPFA Member, Alternative Assets, As-Needed Financial Planning, Estate Planning, fee Based, Medical Professionals, 403B Plans
Carolina Capital Consulting, Inc.
47 miles from Hickory, NC

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 ma... See More

Matrix Wealth Advisors, Inc.
47 miles from Hickory, NC

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 soun... See More

Calamita Wealth Management
47 miles from Hickory, NC

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 ... See More

Cheryl J. Sherrard
47 miles from Hickory, NC

Director of Financial Planning experienced in assisting high net worth executives and business owners with comprehensive wealth planning, investment management and generational wealth transfers.

Highlights: NAPFA Member, Estate Planning, Fiduciary, Independent Investment Advisor, Investment Services, Professional Wealth Management, Charitable Planning, Trustee Services, Certified Financial Planner, Women's Issues, Comprehensive Financial Planning, Family Financial Planning, Retirement Planning, Stocks, CFP ®, Wealth Management, Socially Responsible Investments, Fee Only, Business Planning, Income Tax Planning
Elation Wealth
47 miles from Hickory, NC

Philip Gibson, CFP
Elation Wealth is a virtual, fee-only, financial planning, and investment management firm focused on serving young professionals, educators, and baby boomers.

Tassel Capital Management, Inc.
60 miles from Hickory, NC

William Ertel, CFP, CMFC, CPA/PFS
Tassel Capital provides fee-only investment, financial and stewardship guidance to individuals. Services include financial planning (comprehensive, modular or hourly) and investment management. Tassel Capital provi... See More

Wealth Management Group, Inc.
67 miles from Hickory, NC

Barry Swaim, CFP
Wealth Management Group, Inc. is a personal financial advisory firm dedicated to providing comprehensive financial planning to middle America on a fee-only basis. Our goal is to form long-term, fiduciary relationships with our client... See More

Woodstone Financial, LLC
69 miles from Hickory, NC

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... See More

Collie Financial Planning, Inc.
69 miles from Hickory, NC

Michael Collie, AIF, CFP, CMFC
@import url(;Collie Financial Planning, Inc. provides comprehensive financial planning and investment management to individuals. We also serve as a fiduc... See More is © Copyright Sudden Ventures, Inc. ( 0.099 secs on 07/30/21)

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