Masonboro Advisors
Wealth Management Firm
Why pick this one
Masonboro Advisors combines CFP planners and an in-house CPA for retirement income, Social Security, withdrawal, and tax planning across five listed locations.
Best for
- People within about ten years of retirement
- Current retirees needing coordinated withdrawal and Social Security planning
- Households with taxable, tax-deferred, and Roth accounts
- Clients seeking Roth conversion and tax planning
- Clients with at least $500,000 in investable assets
- Individuals needing trusts, wills, powers of attorney, or special-needs trusts
Look elsewhere if
- Customers seeking deposit accounts, consumer banking, or credit-union services
Specialties
- Retirement income planning
- Social Security claiming analysis
- Roth conversion planning
- Retirement withdrawal strategies
- Tax-integrated retirement planning
- Trusts and estate planning
- In-house investment management
Certifications
- CFP
- CFA
- ChFC
- RSSA
- CPA
What makes them different
- CFP planners and an in-house CPA coordinate retirement income, Social Security, withdrawals, Roth conversions, and taxes
- 75+ years of combined team experience
- In-house investment management focused on cost control and customized portfolios
- Client assets held at Charles Schwab and Fidelity
- New client relationships generally begin above $500,000 in investable assets
- Serves
- Wilmington, Chapel Hill, Myrtle Beach, Santa Monica, Temecula
Distilled from this business's own website.
Contact & Location
- Address
- 5815 Oleander Dr Ste 260, Wilmington, NC 28403
- Phone
- 9107420509
- Website
- https://www.masonboroadvisors.com/
- info@masonboroadvisors.com
Services
- Investment management
- Retirement planning
- Financial planning
- Tax planning
- Tax preparation and filing
- Trusts and estate planning