#1Cardinal Retirement Planning, Inc.
CARDINAL RETIREMENT PLANNING, INC.
Serves this area from NC
Retirement Plan Advisors in Caswell County, NC
The top-ranked retirement plan advisors serving Caswell County, NC are Cardinal Retirement Planning, Inc., Amphora Wealth Management, LLC and Phoenix Wealth Advisors Inc.. We list 6 retirement plan advisors serving Caswell County, NC. 6 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Caswell County, NC. 6 providers, 6 of the top 6 verified against federal or state records. Registry records checked on 2026-11-04.
Top 6 ranked retirement plan advisors for Caswell County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Cardinal Retirement Planning, Inc. | SEC-registered investment adviser (CRD)#166545 | NC | (919) 439-2114 |
| 2 | Amphora Wealth Management, LLC | SEC-registered investment adviser (CRD)#157968 | Chapel Hill, NC (36 mi) | (919) 240-6111 |
| 3 | Phoenix Wealth Advisors Inc. | SEC-registered investment adviser (CRD)#118412 | Chapel Hill, NC (36 mi) | (919) 929-4448 |
| 4 | Hamilton Point Investment Advisors, LLC | SEC-registered investment adviser (CRD)#144534 | Chapel Hill, NC (38 mi) | (919) 636-3765 |
| 5 | Absher Wealth Management, LLC | SEC-registered investment adviser (CRD)#304642 | Chapel Hill, NC (39 mi) | (919) 283-2340 |
| 6 | Tarheel Advisors, LLC | SEC-registered investment adviser (CRD)#149308 | Chapel Hill, NC (39 mi) | (984) 271-1993 |
#2Amphora Wealth Management, LLC
AMPHORA WEALTH MANAGEMENT, LLCServes this area from Chapel Hill, NC (36 mi)#3Phoenix Wealth Advisors Inc.
PHOENIX WEALTH ADVISORS INC.Serves this area from Chapel Hill, NC (36 mi)#4Hamilton Point Investment Advisors, LLC
HAMILTON POINT INVESTMENT ADVISORS, LLCServes this area from Chapel Hill, NC (38 mi)#5Absher Wealth Management, LLC
ABSHER WEALTH MANAGEMENT, LLCServes this area from Chapel Hill, NC (39 mi)#6Tarheel Advisors, LLC
TARHEEL ADVISORS, LLCServes this area from Chapel Hill, NC (39 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Caswell County?
We list 6 retirement plan advisors serving Caswell County, NC: 0 based there and 6 serving it from nearby. 6 of the top 6 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Caswell County?
The top-ranked retirement plan advisors serving Caswell County, NC are Cardinal Retirement Planning, Inc., Amphora Wealth Management, LLC, Phoenix Wealth Advisors Inc., Hamilton Point Investment Advisors, LLC and Absher Wealth Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Caswell County are verified against official records?
6 of the top 6 match an active official record: Cardinal Retirement Planning, Inc. (U.S. Securities and Exchange Commission), Amphora Wealth Management, LLC (U.S. Securities and Exchange Commission), Phoenix Wealth Advisors Inc. (U.S. Securities and Exchange Commission), Hamilton Point Investment Advisors, LLC (U.S. Securities and Exchange Commission) and Absher Wealth Management, LLC (U.S. Securities and Exchange Commission), and 1 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Yanceyville, Milton