Fiduciary advisors in New Bern, NC

New Bern, North Carolina

Aiken Moser Wealth Management Group, located in New Bern, North Carolina, provides estate planning, investment management, retirement planning, and wealth management services. The firm uses an investment planning process to develop customized retirement income strategies, helping clients evaluate income sources, expenses, asset allocation, and legacy considerations through an ongoing annual review approach.

New Bern, North Carolina

Legacy Financial Advisors is an independent financial planning firm in New Bern, North Carolina, led by Mark E. Conard, who holds CFP®, AIF®, and RICP® credentials. The firm provides retirement planning and investment management services to individuals, families, pre-retirees, retirees, business owners, and military service members, following CFP® principles to develop customized financial strategies. The firm operates through a network of specialist professionals and emphasizes a planning process that educates clients about their financial situation and aligns recommendations with their long-term objectives.

New Bern, North Carolina

Overman Capital Management is a financial advisory firm in New Bern, North Carolina that offers asset management, ongoing financial consulting, and project-based advisory services. The firm provides guidance across retirement planning, education funding, estate planning, Social Security strategies, and investment portfolio analysis, operating under three fee models: assets under management at 0.75%–1.50%, monthly consulting at $200/month plus a $500 onboarding fee, and project-based fees starting at $1,000. The team combines nearly 50 years of collective financial services experience and works with clients nationwide, offering services to individuals navigating retirement transitions, education savings, major life events, and estate and legacy planning.

New Bern, North Carolina

Pellman Financial Group is an investment advisory firm in New Bern, North Carolina. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays.

New Bern, North Carolina

Signature Wealth Strategies offers financial planning and wealth management services with a multi-faceted approach that addresses investment allocation, insurance needs, tax planning, estate planning, and retirement income strategies. The firm has been operating since 1970 and maintains offices throughout the Southeast, including in New Bern, North Carolina, staffed by credentialed advisors including Certified Financial Planners. The firm emphasizes a relationship-centered planning process and provides complimentary initial consultations to prospective clients.