Direct booking
Book time directly with this advisor, no back-and-forth required
Top 30 financial advisors of 56 near 27577
Out of 400,000+ nationwide
Mark H
Series 66
Benson, NC
Edward Jones
Retirement income strategy
College savings (529s, UTMA, etc.)
General retirement planning
Retirement withdrawal strategies
Wealth management
Tyler C
Series 66
Smithfield, NC
Edward Jones
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Business ownership considerations
Wealth management
General retirement planning
Founder/Business Owner
Tracy H
Series 66
Smithfield, NC
Edward Jones
Retirement income strategy
General retirement planning
Dwight C
CFP®, Series 66
Raleigh, NC
Edward Jones
Retirement income strategy
Wealth management
Business ownership considerations
Business succession planning
General estate planning guidance
Military & Veterans
Founder/Business Owner
Melanie M
Series 63, Series 66
Clayton, NC
Edward Jones
Retirement income strategy
Business ownership considerations
Business exit / sale strategy
Business succession planning
General estate planning guidance
Founder/Business Owner
Intergenerational Families
Crystal D
CFP®, Series 66
Garner, NC
Edward Jones
Retirement income strategy
Business ownership considerations
Retirement plans for business owners (SEP, solo 401k)
Liquidity event planning
General estate planning guidance
Founder/Business Owner
Darren E
Series 66
Clayton, NC
Ewing Wealth Management
Ezekiel P
Series 66
Smithfield, NC
First Citizens Investor Services, Inc.
Bonnie B
Series 63, Series 65
Clayton, NC
State Farm Investment Management Corp.
James H
Series 63, Series 65
Clayton, NC
Prime Capital Financial
© 2026 Warmer Holdings Inc. (“Warmer”)
Warmer is an SEC-registered investment advisor. Warmer provides personalized recommendations and introductions to independent
fiduciary advisors. Our advice is limited to these digital matches—we do not supervise advisors, manage or hold assets, guarantee
performance, or provide advice about specific investments. Each advisor listed on our site is an independent fiduciary responsible
for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do
not affect the fees clients pay for advisory services. For advisor listings, we rely on sources including public filings and data
provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor’s Form ADV and
do your own diligence before entering into an advisory relationship. By using our service, you agree to Warmer’s
Terms of Service and Advisory Agreement and
Privacy Policy.
Finding advisors...
Loading...
Loading...
Loading...
Top 30 financial advisors of 56 near 27577
Out of 400,000+ nationwide