Fiduciary advisors in Southern Pines, NC

Southern Pines, North Carolina

Align Financial Planning is a fee-only fiduciary firm founded by Katy Stevick, located in Southern Pines, North Carolina, serving professional women, military families, business owners, and busy parents. The firm provides financial planning and investment management services through a structured process that begins with goal-setting and continues with quarterly reviews. With over a decade of experience, Stevick operates on a commission-free model with flexible monthly or quarterly fee arrangements, and offers both planning guidance and optional portfolio management tailored to clients' long-term objectives and values.

Southern Pines, North Carolina

Fee-Only Independent RIA

Dreher Financial Partners is an independent, fee-only registered investment adviser in Southern Pines, North Carolina, providing financial planning and investment management services. The firm's principals—Founder Sam Dreher, Managing Partner Tom Velevis, and Partner Michael White—hold CFP certifications and bring combined investment and planning experience exceeding 85 years. The firm constructs individualized investment portfolios using a balanced approach across growth and income assets, and offers comprehensive planning services including retirement, education, tax, estate, and risk management analysis. Client relationships are structured through an initial no-cost consultation followed by a documented planning process and ongoing portfolio management.

Southern Pines, North Carolina

Fidelis Financial is an investment advisory firm in Southern Pines, North Carolina. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 10 Google reviews.

Southern Pines, North Carolina

Good Life Financial Advisors of NC, based in Southern Pines, offers financial planning and investment management with over 30 years of experience serving clients across North Carolina and the Southeast. The firm employs a three-step planning process that begins with understanding client circumstances and aspirations, moves into detailed financial analysis, and culminates in a personalized financial roadmap. Services include retirement income planning, Social Security optimization, investment strategy, insurance planning (life, long-term care, and Medicare), and estate planning, delivered through partnerships with Good Life Companies and LPL Financial.