Best Wealth Advisors in Raleigh

Best Raleigh Wealth Managers

Raleigh has steadily grown into one of the Southeast’s most dynamic financial hubs, with a strong community of wealth advisors and managers guiding individuals, families, and businesses toward long-term financial success. These professionals are more than financial planners—they are strategic partners who help navigate life transitions, safeguard investments, and create lasting legacies. Their expertise ranges from retirement and tax strategies to private wealth management, all rooted in a commitment to client goals.

At Digital Reference, we understand the importance of choosing an advisor who is both knowledgeable and trustworthy. Highlighting Raleigh’s best wealth advisors is our way of showcasing the leaders making a difference in people’s financial futures while strengthening the city’s reputation as a center of financial excellence.

At Digital Reference, we believe strong financial leadership should be visible and accessible. Our curated highlights of Raleigh’s wealth advisors and managers reflect the kind of trusted guidance and proven excellence that align with the values we share at Digital Reference.

Methodology: How We Chose These Raleigh-based Wealth Advisors

To ensure credibility and fairness, we applied a careful selection process:

 ✨ Research-driven: Verified public results, case studies, and frameworks.
💬 Client-reviewed: Real feedback, testimonials, and ROI.
🏆 Industry-recognition: Awards, speaking engagements, and thought leadership.
📍 Location-based: Professionals rooted in Raleigh and the greater Triangle area.

Each of the advisors below has demonstrated both professional achievement and community impact, earning them a place in this curated spotlight.

🌟 Meet the Wealth Advisors Making Things Happen in Raleigh

♦️ Philip Royal

Owner & Certified Financial Planner / Wealth Manager at Master Plan Wealth Management, LLC

🔗 LinkedIn | 🌐 Website

Philip Royal is the founder of Master Plan Wealth Management, where he helps families and professionals build comprehensive financial strategies. As a Certified Financial Planner®, he combines disciplined retirement and investment planning with a personalized touch. His expertise has made him a respected name among those seeking both structure and adaptability in their financial plans.

Known in Raleigh for making financial planning approachable, Philip’s work emphasizes aligning client values with actionable financial goals, ensuring long-term security and peace of mind.

💡Why Philip Royal stands out as a Wealth Advisor
📊 Expertise in retirement planning and portfolio design.
🤝 Transparent and personalized client relationships.
📚 Dedicated to financial education and empowerment.
🌱 Strong advocate of sustainable, values-based investing.

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♦️ Morgan Gojanovich

Private Wealth Advisor at Olde Raleigh Financial Group
🔗 LinkedIn 
Morgan Gojanovich joins Olde Raleigh with over two decades of experience in the financial services sector — spanning commercial banking, branch operations and operations excellence. She guides families and professionals in the Raleigh region by leveraging her deep operational insight and financial acumen to craft comprehensive wealth strategies grounded in clarity and purpose.

‍ 💡 Why Morgan stands out as a Wealth Advisor
📌 Broad experience across banking and operations — enabling her to see the big-picture and the details.
🤝 Centered on building strong client relationships and making sophisticated planning accessible.
🎓 Committed to educating clients so they feel empowered in their financial decisions.
🌿 Focuses on aligning personal values with financial goals — helping clients move confidently into the future.

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♦️ Lisa Yarborough

Senior Vice President/Wealth Advisor at Truist Wealth‍

🔗 LinkedIn

As a Certified Financial Planner®, Lisa Yarborough provides holistic financial planning that integrates investment management, retirement readiness, and risk mitigation. Her work has centered on helping families prepare for both expected and unexpected financial milestones.

Lisa is admired for her approachable guidance and her dedication to empowering clients to feel confident about their financial futures.

💡Why Lisa Yarborough stands out as a Wealth Advisor
🌟 Holistic planning that considers every stage of life.
📚 Strong educator who empowers clients with knowledge.
🌱 Advocates for financial stability and resilience.
🤝 Builds long-lasting, transparent relationships.

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♦️ Tyler Lamar

Private Wealth Advisor at Olde Raleigh Financial Group
🔗 LinkedIn 
Tyler Lamar serves the Raleigh area as a Private Wealth Advisor with Olde Raleigh, bringing operational and financial planning experience from his tenure in the industry. In his role, Tyler partners with individuals and business-owners to build strategic wealth solutions that integrate investment planning, retirement readiness, and legacy considerations.

 💡 Why Tyler stands out as a Wealth Advisor
📊 Skilled in structuring tailored plans for growth, preservation and transition.
🤝 Prioritizes transparent communication and long-term partnerships with clients.
📚 Firm believer in the value of financial education to drive confident decision-making.
🌟 Adopts a values-based lens: ensuring client financial plans reflect priorities, not just portfolios.

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♦️ Josh Wall

Wealth Management Advisor at Capitol Financial Solutions
🔗 LinkedIn 

‍Josh Wall brings a wealth of credentials and a deep commitment to helping individuals and families achieve financial freedom. He emphasizes long-term relationship building, combining investment planning, retirement income strategies and life-stage transitions to create enduring value for his clients.

 💡 Why Josh stands out as a Wealth Advisor
📌 Multi-credentialed: demonstrating commitment to a broad spectrum of financial planning disciplines.
🤝 Builds lasting relationships founded on trust, clarity and ongoing communication.
📚 Dedicated to guiding clients through the “whole” of wealth — not just the portfolio.
🌟 Aligns financial strategy with personal purpose: helping clients pursue their goals with confidence and clarity.

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♦️ Alex Mihajlov

Senior Private Wealth Manager at Olde Raleigh Financial Group
🔗 LinkedIn 

‍Alex Mihajlov brings more than 40 years in the financial services industry to his role as Senior Private Wealth Manager at Olde Raleigh. He works closely with established professionals, entrepreneurs and families to build multi-generational financial strategies — combining disciplined investment frameworks with personalized planning.

 💡 Why Alex stands out as a Wealth Advisor
📊 Decades of experience allow him to navigate complex market and life-cycle dynamics.
🤝 Builds meaningful relationships with clients grounded in trust and long-term thinking.
📚 Actively focused on educating clients about behavioral finance and strategic planning.
🌱 Advocates for holistic wealth management: investment, legacy, transitions and more.

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♦️ John P. Billiter, CRPS®

Wealth Advisor at Founders Wealth Advisors, LLC, affiliated with LPL Financial
🔗 LinkedIn 

John P. Billiter, CRPS®, serves clients through Founders Wealth Advisors in Raleigh, bringing a specialized focus on retirement income solutions and portfolio design for professionals and business-owners.He helps clients build resilient financial plans that blend structured investment strategies with the flexibility needed for evolving goals.

‍ 💡 Why John stands out as a Wealth Advisor
📈 Expertise in retirement income strategies and risk-aware portfolio construction.
🤝 Dedicated to transparent, client-first relationships rooted in trust and education.
📚 A tireless educator: guiding clients through market cycles, retirement transitions and legacy planning.
🌱 A values-driven practitioner: ensuring the financial road-map reflects what clients care about most.

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♦️ Trevor Chambers

Private Wealth Advisor at Olde Raleigh Financial Group
🔗 LinkedIn 

Trevor Chambers, a seasoned advisor at Olde Raleigh, draws upon over ten years in the financial industry to serve professionals and entrepreneurs in the Raleigh region.He specializes in helping clients de-risk business success, plan wealth transitions and build sustainable financial frameworks that support both legacy and lifestyle goals.

 💡 Why Trevor stands out as a Wealth Advisor
📊 Expert at translating business value into personal wealth and structuring smart transition   strategies.
🤝 Focused on clear communication — ensuring clients understand their options and feel confident in their plan.
📚 Emphasizes client empowerment through education and proactive planning.
🌟 Grounded in values: helping clients align wealth decisions with what matters most to them.

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♦️ Jim Nowak, CFP®, AIF®‍

President & Wealth Advisor at WillowTrust Wealth Management
🔗 LinkedIn | 🌐Website

Jim Nowak, CFP®, AIF®, founded WillowTrust Wealth Management with a mission to simplify the path to financial independence through disciplined planning and personalized client care. He works extensively with retirees, business-owners planning exits, and individuals navigating major life transitions — using a systematic yet approachable process to help them chart the next chapter.

 💡 Why Jim stands out as a Wealth Advisor
📊 Deep experience in retirement planning, tax-aware strategies and life-transitions.
🤝 A fiduciary mindset — putting client goals and outcomes first.
📚 Committed to continuous learning and teaching: he translates complex financial topics into actionable insights.
🌱 Believes in aligning wealth management with life purpose: helping clients secure both their financial future and personal legacy.

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♦️ Connor Low

Wealth Management Advisor at Iarann Wealth
🔗 LinkedIn | 🌐Website

‍Connor Low focuses on tailored financial planning and strategic investment guidance for clients across the Raleigh-Durham-Chapel Hill region. He aims to create meaningful financial frameworks that adapt and evolve as clients’ lives change — ensuring that investments, retirement plans and legacy goals stay aligned over time.

 💡 Why Connor stands out as a Wealth Advisor
📊 Offers customized planning — recognizing that each client’s journey is unique.
🤝 Strong believer in open partnership: working side-by-side with clients to define success.
📚 Focused on education and transparency — helping clients make informed choices.
🌱 Intends to foster purposeful wealth: integrating financial decisions with clients’ values and priorities.

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♦️ Steven Katzenstein

Senior Wealth Advisor at Prosperity - An EisnerAmper Company
🔗 LinkedIn 

‍Steven Katzenstein provides strategic wealth advisory services, focusing on helping clients build clarity, confidence and long-term stability in their financial lives. With a consultative approach, Steven supports individuals, professionals and families through investment planning, retirement readiness and ongoing wealth-management alignment.

 💡 Why Steven stands out as a Wealth Advisor
📊 Skilled at designing financially and emotionally resonant plans.
🤝 Emphasizes genuine client collaboration and long-term trust.
📚 Champions financial literacy and client empowerment.
🌿 Brings focus on aligning financial strategy with personal values — not just numbers on a page.

Empowering The Research Triangle's Financial Futures Through Trusted Wealth Advisors

Wealth advisors play a vital role in guiding individuals, families, and organizations through every stage of financial planning, from retirement readiness to legacy building. Their advanced credentials and proven expertise ensure that strategies are both reliable and adaptable, offering tailored solutions for unique needs. By aligning client values with financial goals, they foster long-term confidence and stability. Their ability to simplify technical concepts while maintaining precision in investment and tax planning builds trust and accessibility. Ultimately, they are recognized not only for their technical achievements but also for their dedication to empowering clients with clarity and resilience.

At Digital Reference, radical authenticity is embraced as the foundation for building trust and shaping strategies that reflect genuine expertise. Its importance lies in creating meaningful connections that drive lasting impact in both business and leadership.

Explore more from Digital Reference to gain deeper insights that inspire informed decisions and forward-looking strategies.

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In today’s fast-changing landscape, having a trusted guide makes all the difference in navigating financial and strategic decisions. A strong reference platform gives clarity, direction, and perspective to leaders seeking growth and stability. By connecting expertise with actionable insights, it provides the structure needed to achieve lasting impact. You’ll find that guidance in Digital Reference.‍