Find Help · North Carolina
Verified financial advisors in
North Carolina.
Financial Advisors serving North Carolina. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.
Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.
What North Carolina law says before a provider can do anything
Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.
Verified in North Carolina so far: 108 financial advisors, 48 hospice & palliative care, 5 funeral homes, 3 grief counselors.
Every figure here comes from MORTL's North Carolina guide, which cites the statute or the state agency behind it. Read the North Carolina guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.
If someone has already died, what to do first in North Carolina is the order to work in. It's free and it always will be.
Abs Legacy Partners, LLC
North Carolina financial advisor offering wealth management, legacy planning, asset tracking and reporting, fiduciary support, and philanthropy management services, including estate planning monitoring and charitable gift support, in the Hickory area.
Accruent Wealth Advisors
North Carolina financial advisor offering financial planning, investment management, investment planning, equity compensation planning, and personal income and estate tax modeling, including services for physicians and retirees, in the Winston-Salem area.
Act Advisors
North Carolina financial advisor offering investment management and financial planning strategies, including services for high net worth families, senior executives, and credit union executives, in the Asheville area.
Adhesion Wealth Advisor Solutions
North Carolina financial advisor firm offering UMA administration, managed account platform, overlay management, trading and rebalancing, and portfolio construction services for RIAs in the Charlotte area.
Aim Advisors, LLC
North Carolina financial advisor offering financial planning, retirement income planning, tax minimization strategies, and employee benefit plan services for individuals, entrepreneurs, and retirees in the Raleigh area.
Allen Wealth Management, LLC
North Carolina financial advisory firm offering wealth management and investment advisory services through its TRAIL® System process in the Boone area.
Altamont Capital Management
North Carolina financial advisory firm offering investment management, financial planning, and insurance services for individuals and institutions, including retirement plan management, in the Asheville area.
Arbor Investment Advisors
North Carolina investment advisory firm offering investment management and financial planning services, including services for business owners, executives, multi-generational families, and women and wealth, in the Winston-Salem area.
Armor Investment Advisors, LLC
North Carolina financial advisory firm offering wealth management, retirement planning, and financial services for business owners and retirees in the Raleigh area.
Ascendor Wealth, LLC
North Carolina financial advisor offering tax planning, estate planning, investments, retirement, insurance, and cash management services, including fee-based wealth management, in the Wilmington area.
Aspire Private Capital
North Carolina financial advisory firm offering investment management, tax efficiency, and estate planning services in the Cornelius area.
Beacon Financial Strategies Corp.
North Carolina financial advisor firm offering tax-focused financial planning, retirement planning, and investment guidance, including services for those nearing or in retirement, in the Raleigh area.
Beacon Wealthcare LLC
North Carolina investment advisory firm offering financial planning and investment advice services in the Raleigh area.
Biltmore Family Office, LLC
North Carolina wealth advisory firm offering investment services, customized planning, reporting and technology, and governance and education services, including family office services for generational wealth, in the Charlotte area.
Blue Financial
North Carolina financial advisor offering retirement planning, investment advisory, and insurance services, including Social Security planning and retirement income analysis, in the Charlotte area.
Blue Water Capital Management, LLC
North Carolina financial advisor offering retirement planning, investment management, tax planning, and estate and legacy planning services, including wealth management for retirees and pre-retirees with $1.25M+ portfolios, in the Apex area.
Bragg Financial Advisors Inc
North Carolina financial advisor offering wealth advisory, portfolio management, and planning services for individuals, families, business owners, foundations, and endowments in the Charlotte area.
Broyhill Asset Management, LLC
North Carolina investment firm offering concentrated, global, value-oriented public equity portfolio management in the Charlotte area.
Cannon Advisors
North Carolina financial advisor offering wealth management, retirement planning, investment strategy, and tax and accounting services, including services for physicians and high net worth investors, in the Charlotte area.
Capital Investment Advisory Services, LLC
North Carolina financial advisory firm offering financial planning, estate planning, investment management, retirement plan services, and insurance and mortgage products, including annuities, mutual funds, and portfolio review services, in the Raleigh area.
Cardinal Capital Management Inc
North Carolina investment advisory firm offering investment management, portfolio strategy, and asset management services for individuals, trusts, and institutional investors in the Raleigh area.
Cascades Capital Asset Management, LLC
North Carolina investment advisory firm offering investment counsel and wealth management services for individuals, families, trusts, and small businesses in the Greensboro area.
Castle Wealth Group
North Carolina financial advisory firm offering estate planning, tax planning, investment planning, retirement planning, and insurance planning services in the Mooresville area.
Charter Wealth Management
North Carolina financial advisory firm offering private wealth management, corporate retirement plans, and endowment and foundation consulting, including fee-only investment advice, in the Raleigh area.
Clearview Wealth Management
North Carolina financial advisory firm offering investment management, financial planning, and trust management services in the Charlotte area.
Collegiate Capital Management, Inc.
North Carolina financial advisor offering financial planning, portfolio management, tax efficiency, and family legacy planning services in the Raleigh area.
Colony Family Offices, LLC
North Carolina financial advisor offering wealth planning, investment management, and fiduciary services in the Charlotte area.
Comperio Retirement Consulting, Inc.
North Carolina retirement plan consulting firm offering fiduciary advisory consulting, advisor and consultant search, recordkeeper search, plan sponsor audits, fee benchmarking, and target date fund analysis, including pension plan services, in the Cary area.
Cornerstone Wealth Planning
North Carolina financial advisory firm offering retirement planning, Social Security optimization, tax planning, healthcare and estate planning, and asset management services in the Charlotte area.
Corrum Capital Management
North Carolina private investment firm offering direct cashflow-oriented investments, aviation specialty finance, and music, entertainment, and sports investment services, including aircraft leasing and aircraft aftermarket parts financing, in the Charlotte area.
About This Directory
How provider listings work.
Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.
A listing isn’t a recommendation, endorsement, guarantee, or referral.
MORTL checks a license only for estate attorneys: a lawyer the firm names has to show as active on the state’s official lawyer lookup before the listing goes up. MORTL doesn’t verify any provider’s disciplinary history, availability, or quality of service. Provider information can change after a listing is added.
Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.
Know Someone Good?
Suggest a provider.
Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.
Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.
Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.
For Providers
Get listed. Free.
MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.
A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.
Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.
A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.
Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →
Don't see your state?
We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.
Financial Advisors by state
Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- Washington, DC
- West Virginia
- Wisconsin
- Wyoming
Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →