
New Bern, North Carolina Financial Advisors
Save time & money when you hire
the right type of advisor
for your unique financial needs.
Choosing a financial advisor is one of the most important decisions you will make.
Don't risk overpaying now just to have a stressful retirement later. Don't be afraid to ask the uncomfortable questions when you meet with your advisor. Their job is to serve you.
Ask Us Anything!
We're here to answer the important questions.
Signature Wealth Puts Your Needs First - Period.
We put our client's needs first.
Our advisors are obligated to put our clients' interests ahead of their own on advisory accounts. We offer financial advice based only on what's best for you-not what might boost commissions.
Simple, transparent fees.
Our management fee is structured as a flat percentage of your investment portfolio's value - only increasing alongside your investments. You'll always know what to expect.
Planning with confidence.
Our advisors help you define your ideal end goals, then make sure you are on the appropriate path to get there. But a great financial plan doesn't focus only on retirement. We believe the journey should be as enjoyable as the destination, so we take other things into account as we develop your Signature Life Plan.
Ask Us Anything!
We're here to answer the important questions.
New Bern Financial Advisors
315 Metcalf Street, New Bern, NC 28562 | Call: (252) 634-9414