Investing in New Hanover, North Carolina

17 found · ← All categories in New Hanover

Updated October 31, 2026

Live Oak Private Wealth

Investing

Wilmington, NC

Live Oak Private Wealth combines CFP-led comprehensive planning with CTFA trust and estate guidance, retirement planning, charitable giving, and goals-based investment plans.

  • Families needing integrated investment, retirement, cash flow, trust, and estate planning
  • Clients planning multigenerational wealth transfers
  • Families seeking corporate trustee services

Ameriprise Financial Advisors

Investing

Wilmington, NC

Sullivan Wealth Management offers personalized financial planning and investment advice with access to Ameriprise's investment research and secure online account tools.

  • clients seeking personalized financial planning based on individual goals
  • investors wanting ongoing market and economic analysis
  • retirement planning discussions

Eastwood Wealth

Investing

Wilmington, NC

Eastwood Wealth combines retirement-focused financial planning with proactive management of stocks, bonds, mutual funds, annuities, real estate and business interests.

  • people planning for retirement and future income
  • clients seeking coordinated financial planning across investments, taxes, insurance and estate planning
  • investors wanting proactive management across multiple asset types

Edward Jones - Financial Advisor: Jeremy E Campbell

Investing

Wilmington, 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

Gaskins Gibson Capital

Investing

Wilmington, NC

Gaskins Gibson Capital provides retirement investing, estate conservation, and insurance planning, with Stephen Gaskins bringing over 40 years of client experience.

  • retirement investing and distribution planning
  • high-net-worth wealth creation and preservation
  • trust asset management

Nabell Winslow Investments & Wealth Management

Investing

Wilmington, NC

Nabell Winslow Investments & Wealth Management provides custom portfolio management and retirement income planning with team members holding RICP®, ChFC®, and MSFS credentials.

  • retirees needing tax-efficient income streams
  • pre-retirees planning retirement distributions
  • business owners coordinating personal and business finances

South Atlantic Capital Management Group

Investing

Wilmington, NC

South Atlantic Capital manages separately held large-cap value portfolios with 20-25 positions, GIPS adherence, and a $250,000 minimum.

  • Long-term capital appreciation through large-cap value equities
  • Individuals or institutions seeking separately managed discretionary accounts
  • Investors comfortable with concentrated 20-25 stock portfolios

Goins Financial

Investing

Wilmington, NC

Goins Financial offers business funding in all 50 states, including real-estate loans up to $100 million and startup credit lines up to $150,000.

  • Startups seeking unsecured business credit lines or loans
  • Businesses building credit separately from the owner's personal credit
  • Real estate investors seeking commercial mortgages, fix-and-flip, construction, or multifamily financing

Quickly and easily secure the funds needed

Commodum

Investing

Wilmington, NC

FSL Advisors

Investing

Carolina Beach, NC

FSL Advisors develops investment strategies around each client's risk tolerance, time horizon, and goals, with offices in Carolina Beach and Hammondsport.

  • retirement planning
  • personalized investment strategies
  • tax planning

Copley Investment Management

Investing

Wilmington, NC

Copley Investment Management provides fee-based fiduciary investment advice and retirement-plan support, with Ron Copley, PhD, CFA, leading a firm founded in 1985.

  • Individuals seeking retirement investment guidance
  • Employers reviewing or designing 401k and 403b plans
  • Retirement plan sponsors seeking employee investment education

Baker and Co. Wealth - Raymond James

Investing

Wilmington, NC

Baker and Co. Wealth - Raymond James provides investment strategies, portfolio management and retirement planning in Wilmington, NC.

  • retirement planning
  • portfolio management
  • business-owner financial planning

Other categories in New Hanover

Investing in nearby counties

FAQ

How much do investment advisors in New Hanover County charge?

The supplied profiles do not list specific fees or account minimums for most firms. Ask whether compensation is asset-based, hourly, commission-based, or a combination, and request the total annual cost before opening an account.

What should I check before choosing an investment advisor?

Compare the advisor’s specialties, credentials, investment approach, account minimums, and compensation structure. For example, South Atlantic Capital lists a $250,000 minimum and a concentrated 20–25-stock strategy, while Live Oak lists SEC registration and CFP, CTFA, and CFA credentials.

How long does investment planning usually take?

The supplied profiles do not state a standard turnaround time. Comprehensive planning generally requires an introductory meeting, financial documents, risk and goal discussions, and time to prepare recommendations, so ask each firm for its expected schedule.

Can an investment advisor help with an urgent need for cash?

Investment advisors primarily handle portfolio and financial planning rather than emergency cash services. Ask about withdrawal timing and liquidity before investing money you may need soon.

Do New Hanover investment advisors need to be registered?

Registration and oversight depend on the firm, services, and assets managed. The supplied information identifies Live Oak as an SEC-registered investment adviser and South Atlantic Capital as registered in North Carolina; verify current registration and disclosures before engaging any firm.