Financial Advising in Dare, North Carolina

5 found · ← All categories in Dare

Updated October 31, 2026

Virginia Asset Group

Financial Advising

Nags Head, NC

Virginia Asset Group is an independent firm developing investment policy statements and wealth and investment management strategies for individuals, families, and select foundations.

  • Individuals and families seeking financial planning guidance
  • Executives and business owners needing retirement plan or employee benefits guidance
  • Foundations and endowments seeking investment management strategies

Carrie Lamb

Financial Advising

Kill Devil Hills, NC

Carrie Lamb is listed as a financial advisor through Edward Jones.

  • people seeking financial advising through an Edward Jones office

Kelli R Harmon

Financial Advising

Nags Head, NC

Kelli R Harmon is a CFP® in Nags Head offering estate and legacy strategies, retirement income strategies, and intergenerational planning.

  • Estate and legacy planning
  • Retirement income planning
  • Intergenerational planning

Soundview Financial

Financial Advising

Nags Head, NC

Soundview Financial provides retirement income strategies and personalized investment advice from Nags Head to clients nationwide.

  • retirement income planning
  • personalized long-term investment advice
  • tax-efficient financial planning

Other categories in Dare

Financial Advising in nearby counties

FAQ

Which Dare County advisor focuses on estate and legacy planning?

Kelli R Harmon lists estate and legacy strategies, intergenerational planning, charitable giving, and portfolio reviews among her focus areas.

Can I meet with a financial advisor remotely in Dare County?

Kelli R Harmon offers web conferencing, and Soundview Financial provides remote service nationwide from its Nags Head base.

Who can help with an inheritance or major career change?

Soundview Financial specifically lists guidance for inheritances, career changes, and family transitions, along with comprehensive planning.

Which local advisor helps business owners with retirement plans?

Virginia Asset Group provides retirement-plan and employee-benefits guidance for executives and business owners.