Financial Advisors in Raleigh To Consider

Choosing a financial advisor is a significant decision that can help shape your financial future. In Raleigh, you’ll find a range of financial professionals offering a variety of services, from retirement planning to investment strategies and estate planning. With different approaches and specialties, each advisor brings a unique perspective to addressing individual financial goals.

Below is a list of financial advisors in Raleigh. This is intended to provide a selection of options to help guide your search for a financial partner who aligns with your needs and objectives.

1. Insight Investment Planning

Insight Investment Planning is a financial services firm focused on helping individuals and businesses navigate the complexities of investment management. Their website emphasizes a tailored, insightful approach to planning, offering strategic advice and comprehensive solutions designed to meet the specific financial goals of clients. With a focus on long-term financial security, Insight Investment Planning provides tools and resources to support informed decision-making, ensuring clients can build and maintain a solid investment portfolio. The firm combines expert knowledge with a personalized touch to guide clients through the ever-evolving financial landscape.

Phone: 1-919-831-2370

Email: ksipe@capital-invest.com

Address: 100 E Six Forks Rd, Raleigh, NC 27609

Website: http://insightinvestplan.com/

2. Curi RMB Capital

RMB Capital is a wealth management firm that offers comprehensive financial services to individuals, families, and institutions. Their Raleigh team provides personalized wealth management, investment planning, and risk management solutions tailored to clients’ unique financial goals. The firm’s approach focuses on developing long-term relationships and strategies designed to optimize financial security and growth. With deep expertise and a client-centric philosophy, RMB Capital helps clients navigate complex financial decisions and achieve their wealth management objectives.

Phone: 1-984-202-2800

Address: 4101 Lake Boone Trail #218, Raleigh, NC 27607

Website: https://rmbcapital.com/raleigh-wealth-management-team

3. Oxford Investment Group Inc.

Oxford Investment Group Inc. is a financial services firm dedicated to providing strategic investment solutions and wealth management services. Their website highlights their commitment to delivering personalized advice and innovative financial strategies designed to help clients meet their financial goals. Specializing in investment planning, risk management, and portfolio optimization, Oxford Investment Group Inc. focuses on maximizing returns while minimizing risk. The firm aims to guide clients through the complexities of financial decision-making, providing tools, resources, and expert guidance along the way.

Phone: 1-919-833-1500

Email: info@oxfordinvestmentgroupinc.com

Address: 3334 Hillsborough St, Raleigh, NC 27607

Website: http://oxfordinvestmentgroupinc.com/

4. Southeast Financial Group

Southeast Financial Group is a financial services firm specializing in customized wealth management. Their approach integrates comprehensive financial planning, personalized investment portfolios, and effective risk mitigation strategies to help clients achieve their financial objectives.

Phone: 1-919-544-0500

Email: hello@sefgroup.com

Address: 7780 Brier Creek Parkway Suite 325, Raleigh, NC 27617

Website: http://www.sefgroup.com/

5. Kniffen Portfolio Management LLC

Kniffen Portfolio Management is a financial advisory firm focused on providing personalized wealth management and investment strategies. Their website emphasizes a client-centered approach, offering tailored solutions that align with each client’s financial goals, risk tolerance, and time horizon. Kniffen Portfolio Management specializes in managing investment portfolios, retirement planning, and financial planning, with an emphasis on delivering consistent and long-term results. The firm’s expertise and commitment to transparent communication help clients navigate the complexities of financial markets and build secure financial futures.

Phone: 1-919-695-2288

Email: jim@kniffenportfoliomgt.com

Address: 5540 Centerview Dr STE 200, Raleigh, NC 27606

Website: http://www.kniffenportfoliomgt.com/

6. Fortitude Financial Planning

Fortitude Financial Planning is a fee-only, full-service financial advisory firm based in Raleigh, NC, specializing in serving tech professionals and entrepreneurs. The firm offers comprehensive financial planning, investment management, and tax preparation services under a transparent, flat-fee model that eliminates commission-driven conflicts of interest. With a mission to empower clients by addressing the unique financial challenges of equity compensation, stock options, and self-employment, Fortitude Financial Planning provides personalized, holistic strategies designed to foster growth, resilience, and long-term financial freedom in an ever-evolving market.

Phone: 1-919-834-3003

Email: travis@fortitudefp.com

Address: 150 Fayetteville St # 2850, Raleigh, NC 27601

Website: http://www.fortitudefp.com/

7. Carolina Care Council

Carolina Care Council is a comprehensive resource dedicated to supporting families and aging seniors by providing centralized access to essential information, advice, and services. The website offers a wealth of articles, videos, and tools designed to educate the public about planning for the challenges of aging, including financial, legal, health, and caregiving concerns. It serves as a hub for local service providers and advisors, ensuring that families can quickly find trusted support to address issues such as long-term care, debt management, home care options, and end-of-life planning. By facilitating free consultations and leveraging a network of professionals, Carolina Care Council aims to help seniors maintain dignity, independence, and quality of life while easing the burden on their families.

Phone: 1-919-833-7580

Email: support@carolinacarecouncil.com

Address: 322 Shepherd St, Raleigh, NC 27607

Website: https://carolinacarecouncil.com/​

8. First Priority Financial

First Priority Financial is a financial services firm specializing in assisting non-U.S. citizens with establishing banking relationships in the United States. Their website emphasizes a guaranteed process for helping international clients open U.S. bank accounts, offering services such as application analysis, matching clients with suitable banking solutions, and facilitating the delivery of banking details and debit cards. With a network of agents in the U.S. and experience overseas, First Priority Financial aims to simplify the complexities of U.S. banking for clients worldwide.​

Phone: 1-509-531-7999

Email: info@firstpriorityfinancial.com

Address: 2501 Blue Ridge Rd Ste 250, Raleigh, NC 27607

Website: https://firstpriorityfinancial.com/

9. Altrius Capital Management

Altrius Capital Management is a disabled veteran-owned asset management firm founded in 1997. The firm combines global macro investing with traditional value investing and dividend income and growth to provide solid risk-adjusted returns for their clients. Altrius offers privately managed portfolios and financial planning services for industry professionals and private clients, as well as serving as a sub-adviser to the Altrius Global Dividend ETF (DIVD). ​

Phone: 1-919-746-7977

Email: aaitken@altrius-capital.com

Address: 434 Fayetteville St Ste 2110, Raleigh, NC 27601

Website: http://www.altrius-capital.com

10. A+ Credit Inc

A Plus Credit Inc. is a financial services firm based in Raleigh, North Carolina, specializing in credit repair, debt elimination, and financial empowerment. The company provides a range of services designed to help individuals and businesses improve their credit profiles, manage debt effectively, and build long-term financial stability. Through personalized financial strategies, tax services, credit education, and business funding solutions, A Plus Credit Inc. aims to guide clients toward greater financial freedom and security. Their mission is rooted in education, transparency, and helping clients achieve lasting financial results.

Phone: 1-866-591-2769

Email: sandy@apluscreditinc.com

Address: 4002 Barrett Dr Ste 103, Raleigh, NC 27609

Website: http://apluscreditinc.com

Considerations for Your Financial Future in Raleigh

When evaluating financial advisors in Raleigh, it’s important to assess your goals and what services you need, whether it’s for retirement planning, managing investments, or tax planning. Each advisor offers different expertise, and finding the right match can ensure that you receive tailored advice to navigate your financial journey.

Take your time to compare services, ask the right questions, and choose an advisor who understands your vision for your financial future. The right financial advisor can support you in achieving your goals, but the decision is ultimately yours based on your unique needs.