Masonboro Advisors

Masonboro Advisors Experienced Fiduciary Investment Advisors & Financial Planners Our firm specializes in helping individuals develop sound retirement strategies.

We are fiduciary advisors offering personalized, hands-on service including custom investment portfolios, financial & retirement planning, wealth management, trusts and estate planning, and tax/accounting services. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, taxes, and preserving wealth.

Congrats to Wealth Advisor, Cort Rogers for coaching his team to the NC State Varsity 8A Championship Game to be played ...
05/26/2026

Congrats to Wealth Advisor, Cort Rogers for coaching his team to the NC State Varsity 8A Championship Game to be played this Friday. Way to go Cort and the entire Hoggard Vikings Lacrosse Team!

College expenses can feel overwhelming, but there are more ways to plan ahead than many families realize. From scholarsh...
04/30/2026

College expenses can feel overwhelming, but there are more ways to plan ahead than many families realize. From scholarships and grants to savings strategies and financial aid, students and parents have several options to help make higher education more manageable.

At Masonboro Advisors, our team regularly supports families as they navigate college funding within their broader financial plan. If you’re preparing for upcoming education costs and want to understand how this fits into your long-term strategy, we’re here to help.

Have questions or want guidance tailored to your financial picture? Reach out anytime.

Planning for college costs can feel complex, but it doesn’t have to be. Families have access to several powerful tools d...
04/24/2026

Planning for college costs can feel complex, but it doesn’t have to be. Families have access to several powerful tools designed to make long-term education planning more manageable. Our team put together a quick overview of some of the most common options to help parents and guardians get started.

If college is still years away for a child in your life, starting early can make a meaningful difference. And if you have questions about investing, saving, or how college funding fits into your overall financial strategy, our team at Masonboro Advisors is always here to help.

Feel free to reach out anytime to start the conversation.

Financial Literacy Month may end in April, but building strong financial habits is something you can focus on all year l...
04/20/2026

Financial Literacy Month may end in April, but building strong financial habits is something you can focus on all year long. A few small, consistent steps can make a meaningful difference over time.

Here are a few ways to keep your financial literacy growing:
• Review your budget regularly
• Stay informed on retirement planning and investment basics
• Revisit long-term goals as life changes

Our team at Masonboro Advisors is here to support you with personalized guidance. If you would like help understanding your financial picture or planning your next steps, give us a call to schedule a conversation.

Money Smart Week is a great reminder to pause, regroup, and make sure your financial decisions support long-term stabili...
04/15/2026

Money Smart Week is a great reminder to pause, regroup, and make sure your financial decisions support long-term stability and growth. A few smart adjustments today can help protect both your lifestyle and your legacy for years to come.

Swipe through for practical money moves that can strengthen your financial plan.

If you’d like guidance tailored to your goals, our team at Masonboro Advisors is here to help. Call us anytime at (910) 742-0509.

April is Financial Literacy Month, and it’s a great time to check in on the basics that shape long-term financial health...
04/11/2026

April is Financial Literacy Month, and it’s a great time to check in on the basics that shape long-term financial health. Our team put together a quick quiz on credit scores and emergency savings to help you see where your financial knowledge stands.

Take a look, make your best guesses, and see how you did.

If you want support turning good financial habits into a long-term strategy, our team at Masonboro Advisors is here to help. Reach out anytime to start a conversation.

Financial Literacy Month is a great reminder that understanding your finances creates clarity and confidence in every pa...
04/08/2026

Financial Literacy Month is a great reminder that understanding your finances creates clarity and confidence in every part of your life. When you build strong money habits, make informed decisions about debt, and understand how your investments work, you put yourself in a stronger position to reach long-term goals.

Our team at Masonboro Advisors is here to help you take the next step toward financial confidence. If you'd like guidance on your personal goals or want a fiduciary perspective on your financial plan, we invite you to connect with us.

Call us at (910) 742-0509 to schedule a conversation with our team.

As we celebrate the Easter season, our team at Masonboro Advisors is wishing you a peaceful and meaningful holiday fille...
04/05/2026

As we celebrate the Easter season, our team at Masonboro Advisors is wishing you a peaceful and meaningful holiday filled with renewed hope and time spent with the people who matter most.

This time of year is a reminder to pause, reflect, and appreciate the moments and relationships that ground us. However you choose to spend the day, we hope it brings a sense of clarity, rest, and connection.

Happy Easter from all of us at Masonboro Advisors.

April is Financial Literacy Month, and our team is highlighting why a strong understanding of your finances matters at e...
04/02/2026

April is Financial Literacy Month, and our team is highlighting why a strong understanding of your finances matters at every life stage. When you know how to manage, protect, and grow your money, you’re better equipped to make informed decisions about debt, retirement planning, investing, and long-term goals.

Swipe through to explore a few fundamentals that can help build confidence in your financial future.

If you’d like to review your financial strategy or get clarity on next steps, we’re here to help. Reach out to our team anytime.

Many investors know about mutual funds, but they’re just one option in a wide range of investment vehicles. Each type of...
03/30/2026

Many investors know about mutual funds, but they’re just one option in a wide range of investment vehicles. Each type of fund or portfolio structure comes with different features, risks, and costs, and understanding these differences can help you build a more diversified and intentional strategy.

If you’re unsure which investments align with your goals, time horizon, or comfort with market risk, our team is here to help. Reach out anytime to start a personalized conversation about your long-term plan.

Address

5815 Oleander Drive, Suite 260
Wilmington, NC
28403

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19107420509

Website

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