Direct booking
Book time directly with this advisor, no back-and-forth required
Top 17 financial advisors of 17 near 28334
Out of 400,000+ nationwide
Jonathan P
Series 66
Fayetteville, NC
Edward Jones
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Business succession planning
General estate planning guidance
Multi-generational wealth transfer
Executive
Widow/Widower
Charles B
Series 63, Series 66
Dunn, NC
Edward Jones
Russell G
Series 66
Dunn, NC
Edward Jones
Retirement income strategy
General retirement planning
Wealth management
Business exit / sale strategy
General estate planning guidance
Robbie M
Series 66
Dunn, NC
Edward Jones
Retirement income strategy
General retirement planning
Wealth management
General estate planning guidance
Military & Veterans
Mark H
Series 66
Benson, NC
Edward Jones
Retirement income strategy
College savings (529s, UTMA, etc.)
General retirement planning
Retirement withdrawal strategies
Wealth management
Roy B
CFP®, Series 63, Series 65
Fuquay Varina, NC
Capital Investment Advisory Services, LLC
David O
Series 66
Dunn, NC
First Citizens Investor Services, Inc.
Phillip H
Series 63, Series 65
Fayetteville, NC
State Farm Investment Management Corp.
James H
Series 63, Series 65
Dunn, NC
State Farm Investment Management Corp.
William B
Series 63, Series 65
Dunn, NC
Credit Union Investment Services
© 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 17 financial advisors of 17 near 28334
Out of 400,000+ nationwide