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The Wealthtender Guide to

Financial Advisors in New Bern

Looking for a Financial Advisor in New Bern?

Whether you have lived in New Bern for years or recently moved to town, you may need help finding the right financial advisor in the community best suited for your individual needs.

It’s important to first consider your own financial planning priorities before choosing an advisor. Here are a few quick tips to help you get started along with financial advisors in New Bern featured on Wealthtender you may want to add to your short list.

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The Benefits of Hiring a Financial Advisor in New Bern

Hiring a financial advisor can be a great move to help you build a long-term investing strategy. Advisors can help you build an investment portfolio to meet your financial goals, as well as help you plan appropriately for retirement.

As a resident of New Bern, hiring a financial advisor who lives nearby and understands the local economy, cost of living and regional employers can be quite valuable, especially if your individual circumstances are deeply tied to such factors.

Do you work for one of the largest employers in Craven County? If so, there’s a good chance the local financial advisor you hire will have other clients who work there, too. This knowledge could prove valuable if they are already familiar with your employee benefits such as a 401(k) plan, Health Savings Accounts and other components of your total compensation package.

When you reach out to financial advisors you’re considering hiring, let them know where you work and ask if they are familiar with the unique benefits and compensation structure offered by your employer.

Quick Tips For Hiring a New Bern Financial Advisor

Before hiring a financial advisor in New Bern, here are few quick tips to help you find the best advisor for you.

1. Decide Which Services You Need

Before hiring an advisor, determine what services you need from them. Whether it’s full-service investment management, or a plan focused on a specific area of your finances, put together a list of what you’d like help with before contacting an advisor.

Though most people use a financial planner simply to invest for retirement, this is only a small part of what many advisors offer. Here’s a quick rundown of potential services a financial advisor may offer you:

  • Budgeting and money management
  • Debt management
  • Insurance planning
  • Retirement planning
  • Other investment planning
  • Inheritance planning
  • Estate planning
  • Tax planning

As you can see, financial advisors can help you with your entire financial picture, not just investing. As you start to plan for life’s bigger milestones, you should consider finding a financial advisor that specializes in those areas.

Finding the right advisor can help you minimize risk, maximize gains and take advantage of tax breaks while investing for your future. They can also help you protect your assets with the right kinds of insurance, and help you pass on your financial legacy with a proper estate plan.

2. Consider Your Budget and Payment Preferences

Once you have a list of what services you would like, review the fee structures offered by financial advisors. Finding a balance between the services you need and the cost of those services will help you narrow down the field of advisors you may want to work with.

If you are looking for a full-service advisor to manage all of your investments, consider searching among fee-based financial advisors. If you want to manage your money yourself, consider the flat fee and monthly subscription advisors for ongoing support.

3. Interview Multiple Financial Advisors

Once you have chosen the services and fee structure you prefer, it’s time to contact a few advisors and interview them. Here are a few questions to ask when interviewing a financial advisor:

  • What services do you provide?
  • What are all the ways you get paid? (fee transparency)
  • What is your investment strategy?
  • How do you measure investment performance?
  • How do we communicate about my plan?

Interview multiple advisors to get a feel for who you want to work with. A combination of fees, services and customer service will help you determine the best fit for your financial advice.

4. Review Financial Advisor Credentials

Once you find an advisor (or two) that you feel comfortable with, it’s always a good practice to check their credentials and the details of their firm. You can do this at the Investment Adviser Public Disclosure (IAPD) website

You can check both the individual and the firm to view their background and experience details, as well as any disciplinary action taken against them or their firm.

As licensed financial professionals, there is oversight into how financial advisors conduct business, so running a quick (free) check on them is recommended.

For additional information about advisor credentials, read our article to learn the most popular designations held by financial advisors, as well as specialized credentials which may be important to consider if you have unique financial planning needs:

As you prepare to interview financial advisors in New Bern who may be right for you, here are advisors featured on Wealthtender to consider adding to your list.

  • Overman Capital Management

Overman Capital Management

We are an independent, full-service financial services firm committed to helping people pursue their financial goals.

What does Jay W. Rishel, CFP®️ with Overman Capital Management love about New Bern?
  • Favorite Local Restaurant: Cypress Hall
  • Favorite Family Activity: A boat day out on the Neuse river – swimming, tubing, skiing
  • Favorite Local Attraction: Tryon Palace
  • Favorite Place to Show Out of Town Guests: Union Point Park


Scroll down to view New Bern financial advisors featured on Wealthtender, including an interactive map to easily find their office location.

Frequently Asked Questions & Additional Resources

How do I know if I’m ready to hire a financial advisor?

You should strongly consider hiring a financial advisor if you have a significant amount of money available for saving or investing. This could occur after years of making annual contributions to a retirement plan like a 401(k) through your employer, or suddenly if you receive a large inheritance or sell your house for a large profit.

But even if you don’t have a lot of money saved, many financial advisors and planners provide reasonable pricing options and valuable services you should consider, especially if you’re facing a significant life event. For example, if you’re starting a new job, getting married, starting a family, getting divorced, lost your job, starting or selling a business or approaching retirement age, working with a trusted financial advisor or planner may prove worthwhile.

Before I hire a new financial advisor, should I fire my current advisor?

You don’t need to fire your current advisor before beginning your search for a new financial advisor. In fact, your new advisor can help coordinate the transition of your assets from your previous financial advisor.

Where can I read reviews about financial advisors written by their clients to help me decide if I should hire them?

After 60 years of regulatory prohibition of financial advisor reviews in the US, a rule issued by the Securities and Exchange Commission (SEC) became effective on May 4, 2021 that means both financial advisors and directory websites that help consumers search for a financial advisor can collect and display financial advisor reviews, an important factor worth considering when choosing who you’ll hire to manage your investments and life savings. 

Wealthtender is the first independent advisor review platform designed to be fully compliant with the new SEC rule and we look forward to helping you evaluate financial advisors based on reviews written by their clients.

I’m a New Bern financial advisor interested in being featured in this guide. How do I get started?

Thanks for your interest. We look forward to learning more about your practice and helping you attract your ideal clients where you may be a good fit based upon their individual needs and circumstances. Please click here to learn how you can join New Bern financial advisors featured on Wealthtender.

Please note: Wealthtender may be compensated by financial advisors featured on our site and within this guide. Learn more about how we operate with integrity to earn your trust.

About the Author
Brian Thorp, Founder and CEO of Wealthtender profile picture

About the Author

Brian Thorp

Brian is CEO and founder of Wealthtender. He and his wife live in Texas, enjoying the diversity of Houston and the vibrancy of Austin.

With over 25 years in the financial services industry, Brian is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress.

Connect with Brian on LinkedIn

Financial Advisors in New Bern

Please note: Wealthtender may be compensated by financial advisors featured on our site and within this guide. Learn more about how we operate with integrity to earn your trust.

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