Financial Advising in Alamance, North Carolina

15 found · ← All categories in Alamance

Updated October 31, 2026

Edward Jones - Financial Advisor: Chris Sconzo, CFP|AAMS

Financial Advising

Mebane, NC

Edward Jones - Financial Advisor: Chris Sconzo, CFP|AAMS is accepting new clients and holds CFP® and AAMS® certifications.

  • retirement income planning
  • estate and legacy planning
  • inheritance guidance

Edward Jones

Financial Advising

Graham, NC

Edward Jones features CFP® advisor Josiah C White with focus areas including estate strategies, charitable giving, and values-based investing.

  • Charitable giving planning
  • Estate and legacy strategies
  • Values and faith-based investing

Edward Jones

Financial Advising

Mebane, NC

Edward Jones offers college savings, business retirement plans, estate and legacy strategies, and wealth strategies from its Mebane office.

  • College savings planning
  • Entrepreneurs and business owners seeking financial advising
  • Business retirement plans

Edward Jones

Financial Advising

Mebane, NC

Edward Jones advisor Dan Shannon focuses on retirement income strategies, portfolio reviews, and military professionals and veterans in Mebane.

  • retirement income strategies
  • entrepreneurs and business owners seeking financial advice
  • portfolio reviews

Milestone Wealth Management

Financial Advising

Burlington, NC

Milestone Wealth Management combines CFP-led planning with risk analysis, retirement strategy, investment management, and PSLF eligibility guidance.

  • clients preparing for retirement
  • clients seeking a comprehensive risk analysis
  • clients needing investment analysis aligned with risk tolerance

Dave Foster

Financial Advising

Burlington, NC

Dave Foster offers college savings, retirement, estate and legacy, and wealth strategy services from a Burlington, North Carolina office.

  • college savings planning
  • retirement savings or retirement income strategies
  • business retirement plans

Josiah C White

Financial Advising

Graham, NC

Josiah C White is a CFP® in Graham, NC, with focus areas including estate and legacy strategies and charitable giving.

  • Estate and legacy planning
  • Charitable giving strategies
  • Values and faith-based investing

Nick Parker

Financial Advising

Mebane, NC

Nick Parker serves clients investing $250,000 or more, with focus areas including retirement income and estate and legacy strategies.

  • Clients investing $250,000 or more
  • Retirement income planning
  • Estate and legacy strategies

Betty Andrews Investment Management

Financial Advising

Burlington, NC

Betty Andrews Investment Management provides retirement planning, debt management, estate strategy, and a complimentary introductory call.

  • first-time investors seeking financial education
  • retirement planning and ongoing plan management
  • small business owners seeking financial guidance

Blackbridge Financial

Financial Advising

Graham, NC

Blackbridge Financial connects clients with advisors by state and offers financial planning, investment management, estate planning, risk management, and insurance.

  • Clients seeking coordinated financial and investment planning
  • Individuals planning for estate and legacy needs
  • Small business owners seeking financial benefits and risk-management guidance

Edward Jones - Financial Advisor: Kacie N Loye

Financial Advising

Burlington, NC

Edward Jones - Financial Advisor: Kacie N Loye offers portfolio reviews and retirement savings strategies in Burlington, NC.

  • new investors
  • public service professionals
  • retirement savings strategies

Other categories in Alamance

Financial Advising in nearby counties

FAQ

What should I look for when choosing a financial advisor in Alamance County?

Match the advisor's listed specialties to your situation, then verify relevant credentials such as CFP®, CRPC™, or AAMS®. For example, Milestone lists risk analysis and PSLF guidance, while Nick Parker lists a $250,000 minimum investment focus.

Which Alamance-area advisors help with retirement planning?

Retirement income or savings planning is listed by Chris Sconzo, Milestone Wealth Management, Dave Foster, Nick Parker, and other candidates. Their listed services differ, including risk analysis, business retirement plans, estate planning, and wealth strategies.

Can a financial advisor help with Public Service Loan Forgiveness?

Milestone Wealth Management specifically lists Public Service Loan Forgiveness eligibility analysis. The other listed candidates do not identify PSLF guidance in the supplied information.

Do these advisors publish their fees?

The supplied listings do not provide fee schedules or minimum account requirements for most candidates. Nick Parker's listing does specify that he serves clients investing $250,000 or more, so prospective clients should ask about fees, minimums, and compensation before engaging.