Financial Advising in Pitt, North Carolina

16 found · ← All categories in Pitt

Updated October 31, 2026

Edward Jones - Financial Advisor: Josh Sweeley

Financial Advising

Greenville, NC

Josh Sweeley is a CFP® and AAMS® advisor in Winterville offering retirement, estate and legacy, business retirement, and values-based investing strategies.

  • Retirement savings planning
  • Retirement income planning
  • Values- or faith-based investing

Edward Jones - Financial Advisor: Greg Weigum, AAMS®

Financial Advising

Greenville, NC

Edward Jones - Financial Advisor: Greg Weigum, AAMS® provides retirement, estate and legacy, and wealth strategies from a Greenville, NC office.

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

Flat Fee Cio

Financial Advising

Greenville, NC

Flat Fee Cio provides full-service wealth management for a fixed annual fee, including fiduciary review, account aggregation, and ongoing investment monitoring.

  • Affluent investors seeking a fixed annual wealth-management fee
  • Investors reviewing percentage-based wrap fees and hidden product or platform fees
  • Clients needing consolidated account viewing through a Fidelity-backed portal

Robinson & Associates

Financial Advising

Greenville, NC

Robinson & Associates provides investor access links for Lincoln Investment, Great American Financial, Pacific Life, CUNA Members Life, and Jackson National.

  • Clients seeking investor access through the listed financial providers
  • People seeking financial education resources such as calculators, tax information, market updates, and newsletters

Sound Partners

Financial Advising

Greenville, NC

Sound Partners has served clients since 2011 and combines retirement planning, insurance, estate strategies, business planning, and 401(k) implementation.

  • retirement planning
  • wealth management and asset allocation
  • life, health, and long-term care insurance planning

Chad Matta

Financial Advising

Ayden, NC

Chad Matta provides financial advising in Ayden, NC, including strategy reviews, account opening, and support with major financial events.

  • People seeking an introductory financial consultation
  • Existing investors reviewing a current financial strategy
  • People opening an investment account

Christopher Emanuel

Financial Advising

Greenville, NC

Christopher Emanuel provides wealth strategies, business retirement plans, and college savings guidance from an office in Greenville, North Carolina.

  • wealth strategy planning
  • business retirement plan guidance
  • college savings planning

The Journey's Group

Financial Advising

Winterville, NC

The Journeys Group is an independent registered investment advisory firm founded in 2002, with Tommy Pate bringing over 30 years of financial planning experience.

  • retirement preparation
  • investment planning
  • individualized financial strategies

Edward Jones - Financial Advisor: Walt Pate Iii

Financial Advising

Greenville, NC

Oak Crest Wealth Management provides retirement, estate, insurance, and business succession planning through offices in Arkansas and Oklahoma.

  • retirement income planning
  • families planning college savings through 529 plans
  • business owners preparing succession or exit strategies

Milestone Wealth

Financial Advising

Greenville, NC

Milestone Wealth Management combines CFP-led planning with risk analysis, retirement planning, investment management, and Public Service Loan Forgiveness eligibility analysis.

  • Clients seeking retirement and savings planning
  • Clients needing a personal risk tolerance and risk management analysis
  • Public-sector employees evaluating Public Service Loan Forgiveness eligibility

Other categories in Pitt

Financial Advising in nearby counties

FAQ

How do financial advisors in Pitt County charge?

Fee structures vary by advisor and service. Flat Fee Cio specifically describes a fixed annual fee rather than an assets-under-management percentage; ask each advisor for the fee, investment expenses, and any product or platform charges.

What credentials or specialties should I look for in a Pitt County financial advisor?

Match the advisor's credentials and focus to your need: Josh Sweeley lists CFP® and AAMS® designations, while the candidates also cover retirement income, estate planning, business retirement plans, insurance, college savings, and 401(k) implementation.

Which local advisors help with a major financial event or an existing investment strategy?

Greg Weigum, Chad Matta, and Christopher Emanuel list introductory consultations, current-strategy reviews, or support for major financial events. Chad Matta also lists investment-account opening.

What should I ask before hiring a financial advisor?

Ask whether the advisor acts as a fiduciary, how they are compensated, which services are included, and what investment or account fees apply. Also confirm that the advisor is licensed or registered for the products and services you need.