Best Financial Advisors in Cary

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
150+
Advisors
4.9/5.0
Average Rating

Cary Financial Landscape

Cary's economy is bolstered by a mix of technology, healthcare, and education sectors. The town's strategic location near the Research Triangle enhances its growth potential.

Major industries
Technology, Healthcare, Education
Population
151K (metro: 1.5M)
Median household income
$95,000
Unique needs
Cary requires a focus on sustainable growth, affordable housing, and enhanced public services to support its expanding population.
Market Insights
Economic Growth
According to BEA (2023), Cary's economy has seen a 4% growth rate, driven by technology and healthcare sectors.
Wealth Demographics
According to Census (2023), Cary's median household income is approximately $95,000, reflecting its affluent population.
Advisor Specializations
Based on BLS (2023), financial advisors in Cary are increasingly focusing on tech investments and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), Cary's cost of living is 15% higher than the national average, driven by housing and healthcare costs.
Real Estate Market
According to Zillow (2024), Cary's housing market is competitive, with home prices increasing by 8% year-over-year.
Business Environment
According to Fortune (2024), Cary's business climate is favorable, with low taxes and a supportive local government for startups.

Top 5 Financial Advisors in Cary

Cardinal Hill Wealth Management
★ ★ ★ ★ ★ 5
Family Legacy Financial Solutions
★ ★ ★ ★ ★ 5
Hicks & Associates Wealth Management
★ ★ ★ ★ ★ 5
Stonegate Financial
★ ★ ★ ★ ★ 5
Williams Wealth Management
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Cary, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Cary-Specific Expertise
For Cary residents working in Technology, Healthcare, Education, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Cary's tech sector growth necessitates diversification to mitigate economic downturns. Real estate prices are rising, indicating potential bubble risks. Prepare for flooding and storms.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby North Carolina locations

Charlotte Raleigh Greensboro Durham Winston-Salem Fayetteville Cary Wilmington