Fiduciary advisors in Greenville, NC

Greenville, North Carolina

Fee-Only Independent RIA

Carolina Wealth Management is an independent registered investment advisor operating on a fee-only basis with offices in Greenville and Pinehurst, North Carolina. The firm offers investment management, retirement planning, and wealth management services, including fiduciary wealth management, retirement income strategy, and estate and legacy planning. Led by Managing Partner David Damm and President Derek Pszenny, the team includes advisors holding credentials such as CFP®, AIF®, and CRPS®. The firm structures its practice around fiduciary principles, with all recommendations intended to align with client objectives.

Greenville, North Carolina

CrossGen Wealth is a financial advisory firm in Greenville, North Carolina that serves individuals, families, business owners, and women through personalized wealth management and financial planning. The firm specializes in retirement income planning, tax-efficient withdrawal strategies, estate and legacy planning, business succession planning, and education and homeownership planning for families. Their process involves discovering client goals and values, designing customized strategies that integrate investments and tax efficiency, implementing the plan, and conducting regular reviews to adapt to life changes.

Greenville, North Carolina

Insurance-Based

J W. Hollingsworth JR, Insurance Professional - New York Life is an insurance-based firm in Greenville, North Carolina. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open daily.

Greenville, North Carolina

Insurance-Based

Northwestern Mutual is an insurance-based firm in Greenville, North Carolina. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.