Carolina Planning Consultants Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Carolina Planning Consultants operates in the financial services sector as an independent firm focused on financial planning and investment management. Its client base includes business owners, corporate executives, and professionals who value personalized attention, clear communication, and tailored service. The firm aims to provide unbiased guidance to help clients build wealth, reduce risk, and protect assets, coordinating with other trusted advisors such as attorneys and CPAs to address their broader financial needs.

Based in Concord, North Carolina, the firm maintains a small professional team. Securities for clients are offered through LPL Financial, while financial planning and advisory services are provided through IFG Advisory; Carolina Planning Consultants and IFG Advisory operate as separate entities from LPL. Their planning process starts with assessing a client’s current financial position and goals, then crafting a tailored plan and providing ongoing guidance as circumstances evolve.

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