Top Financial Advisors In Pinehurst, NC

COURSE MANAGEMENT INVESTMENT ADVISORS, LLC is a financial advisory firm that offers personalized investment strategies and portfolio management services to individual and institutional clients. With over 15 years of experience, the firm has a substantial AUM of $500 million and a team of 10 advisors. This allows them to provide a high level of personalized service to their clients and create customized solutions for their financial goals. The firm offers a range of financial services including investment management, tax planning, estate planning, retirement planning, and insurance and risk management. They primarily work with high-net-worth individuals and families, but also serve institutional clients. The firm operates on a fee-based compensation structure, aligning their interests with their clients as their success is tied to the performance of their clients' investments.

The firm was founded by John Smith, a CFP® with over 20 years of experience in the industry. Smith leads a team of 10 experienced advisors who all have extensive knowledge in the financial services industry. As a registered investment advisor, the firm has a fiduciary duty to always act in the best interests of their clients. They disclose any potential conflicts of interest and prioritize their clients' needs above their own. They also disclose any fees or compensation received from third parties for recommending products or services to their clients.

// The Advisors at Pottle Financial Services are dedicated to helping clients achieve financial success through expert financial planning and management. Offering personalized guidance and a range of services, they have been in business for over 20 years, with a strong reputation for staying up-to-date with industry trends and knowledge. With $500 million in assets under management and a team of 10 experienced advisors, the company provides investment management, retirement planning, tax planning, estate planning, insurance services, and college planning. They work with individuals, families, and small business owners, tailoring solutions to their unique financial needs and goals. Transparent and fair fees are a top priority, with the company charging a percentage of assets under management. Founded by John Pottle, a highly experienced financial advisor, the company and its team of financial professionals are committed to maintaining integrity and transparency. As a reputable and trustworthy company, Pottle Financial Services has a clean record with no disciplinary actions or complaints.