NC · Hickory

Fiduciary advisors in Hickory, NC

3 advisors with offices in Hickory. Credentials, fee structures, and minimums are disclosed on each listing.

3 listed

3 results in Hickory

Dean Financial LLC

Hickory, North Carolina

Dean Financial LLC is an investment advisory firm in Hickory, North Carolina. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 29 Google reviews.

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MG Partners Private Wealth

★5.0(5)

Hickory, North Carolina

MG Partners Private Wealth is a wealth management firm in Hickory, North Carolina, founded by two entrepreneurs with over 50 years of combined industry experience. The firm operates as an investment fiduciary in advisory accounts and offers investment management, estate and trust planning, business consulting, and multi-generational wealth planning. Co-founders Noah Geoghegan (CTFA) and Tom Minami (CFP®, CFA®) serve high-net-worth individuals, entrepreneurs, and those with established generational wealth, focusing on customized financial strategies aligned with each client's specific objectives.

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Setzer Financial

Hickory, North Carolina

Setzer Financial is an investment advisory firm in Hickory, North Carolina. The office has a wheelchair-accessible entrance. The office is open five days a week.

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Financial advisors in Hickory, North Carolina

Advisors serving Hickory specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (North Carolina's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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