Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Matthews, NC
Every SEC-registered financial advisor at a firm office in Matthews who lists the Certified Financial Planner designation, A to Z.
18 CFP professionals work in Matthews; the most are at Family Wealth Partners, LLC (3). 6 are also registered broker representatives.
CFP advisors in Matthews, A to Z
Every advisor in Matthews →- Brian M. BaumFamily Wealth Partners, LLC · Certified Financial Planner
- Joseph M. BrooksSapere Wealth Management, LLC · Certified Financial Planner
- Samuel M. CrumpTelos Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
- Walker F. DavidsonCarolina Strategy, LLC · Certified Financial Planner
- Robert V. DonovanWoodgreen Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
- Thomas E. DundorfFamily Wealth Partners, LLC · Certified Financial Planner
- William B. ErtelTassel Capital Management, Inc. · Certified Financial Planner, Personal Financial Specialist
- Nathan A. FulksFamily Wealth Partners, LLC · Certified Financial Planner
- George GoodmanCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Katrina K. HayesProspera Financial Services, Inc. · Certified Financial Planner
- Bradley P. KellenFounders Financial Securities LLC · Certified Financial Planner
- Susan J. KellyTassel Capital Management, Inc. · Certified Financial Planner
- Matthew P. OneilCg Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Matthew W. SpearSapere Wealth Management, LLC · Certified Financial Planner
- Phillipe A. ToupinAprio Wealth Management, LLC · Certified Financial Planner
- James R. Vande LogtVestgen Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Duncan G. WilsonCommonwealth Financial Network · Certified Financial Planner
- Graham J. WilsonCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Matthews
Family Wealth Partners, LLC 3Commonwealth Financial Network 2Sapere Wealth Management, LLC 2Tassel Capital Management, Inc. 2Aprio Wealth Management, LLC 1Cambridge Investment Research Advisors, Inc. 1Carolina Strategy, LLC 1Cg Advisory Services 1Founders Financial Securities LLC 1Prospera Financial Services, Inc. 1Telos Wealth Advisors 1Vestgen Advisors, LLC 1Woodgreen Advisory, LLC 1
CFP advisors in other North Carolina cities
All of North Carolina →Charlotte 644Raleigh 361Greensboro 113Wilmington 90Durham 86Chapel Hill 71Cary 62Asheville 59Huntersville 34Winston Salem 31Cornelius 24Winston-Salem 22Greenville 18Apex 15Wake Forest 14Mooresville 12Davidson 11Fayetteville 11Hendersonville 11Concord 10New Bern 10Pinehurst 10Burlington 9Southern Pines 9
Questions
How many CFP financial advisors are in Matthews, NC?
18 SEC-registered investment adviser representatives at firm offices in Matthews, North Carolina list the CFP designation; Family Wealth Partners, LLC employs the most of them (3).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Matthews?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.