Find Top Financial Advisors in North Carolina

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets.

^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

Ken Nelson started in the investment industry in Manhattan immediately after the crash of 1987. He earned an Engineering degree from Tufts University and has very strong quantitative skills as evidenced by his perfect Math SAT score, and State Chess Championship. He became a branch manager of a major brokerage firm at age 26, one of the youngest in his firms history.

Ken has provided economic commentary on TV and radio since 1990. He can be heard in the Triangle on 680AM. Ken earned his MBA (3.9 GPA) from Duke University in 2001. At graduation, Ken was asked by his Professors to return and guest lecture. Ken has guest lectured at Duke in the MBA program and Olli Program. Prior to the Covid pandemic in 2020, Ken taught a class on "The History of Money and Financial Markets" in the Olli Program. He is in the process of turning his course into a book.

Ken has utilized Duke, UNC,and NC State Phd candidates, Masters candidates and undergraduates as interns since 1991. They help Ken with his academic research in the financial markets.

Ken and his fiance' have 10 children and 6 grandchildren. Ken coached boys and girls soccer at the recreational, Challenge and Classic level periodically from 1992 - 2012 (mostly with CASL). Ken loves soccer, chess, skiing, history, and investments. While Ken has 35 years in the industry, he hopes to work 35 more. His investment practice is a family affair. His fiance' and son also work in the investment practice.

We are a committed group of professionals dedicated to providing superior investment advice to our corporate and high net worth clients. We average over 30 years of experience in the financial industry. We strive to provide the best, most professional and personalized service possible. We act honestly, with pride and integrity, and always in the best interest of our clients. We earn our clients trust and respect. We believe our knowledge, combined with the exceptional service we provide, ensure our clients are proud to recommend us to their family members, colleagues and friends.

Also located at 9121 Anson Way, Suite #204, Raleigh NC, 27615

We stand out as financial advisors with a unique approach. Our team brings together a CERTIFIED FINANCIAL PLANNER^™, a mechanical engineer, an MBA holder, and a former manager from a leading investment company, each with decades of experience.

The combination of our diverse backgrounds, education, and extensive experience empowers us to think outside the box and challenge conventional wisdom in our investment planning approach.

We have a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.

No one strategy fits everyone, which is why every client gets our undivided attentionfrom planning to execution to follow-up.

Tony is the founder and lead financial advisor of ACM Wealth Management. Tony is a Registered Investment Advisor and currently holds the Series 7, 63, 65 and 31 licenses. Additionally, he is a Certified Investment Management Analyst (CIMAAAMS^®) professional, a designation that is earned in conjunction with the Wharton School of Business and the Investments & Wealth Institute. Tony has been named a Five Star Wealth Manager by Charlotte Magazine in 2024, 2018, 2017, 2016, 2015, 2014, 2013, & 2012 for Best in Client Satisfaction. He has also been interviewed and quoted by local TV and print as well as national publications like The Wall Street Journal, FOX Business, Dow Jones News, Thomson Reuters, Wealth Management Magazine and FUNDfire.

Tony is a member of the UNC Rams Club and is a life member of the UNC Alumni Association. He is a former member of Verdict Ridge Country Club, the Investments & Wealth Institute and the Financial Services Institute. Tony is a past board member of Sally's YMCA and East Lincoln Betterment Association. He resides in the Lake Wylie area of Charlotte and also maintains a home in Lake Lure with his wife Lesley, and their three children, Evan, Logan and Emma.

As a fee-based independent advisor, ACM Wealth Management creates unbiased, customized investment strategies to help build, protect and transfer client's wealth. We take a comprehensive and customized approach to your financial situation. Understanding what is most important to you, we then develop a clear long term plan that considers your needs, your goals, and your priorities. After the initial plan is developed we take an active role in your pursuit of these goals.