King Financial is your Investment Advisor for Financial Planning, Retirement Planning and Life Insurance in Concord, NC ...

Brian King

As an independent advisor, Brian King has the freedom to use the services that work best for clients on a case-by-case basis, as well as the flexibility to make intelligent changes to his clients' strategies.

Helping to Provide Success and Security Since 1998.

King Financial Corporation news ...

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    Charitable Giving in Concord, NC
    King Financial Corporation designates a significant portion of its annual revenues to charitable giving. By doing business within the community, King Financial Corporation is able to give back to Concord. We're also keen to help our clients establish a giving plan, whether on the local,...
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    Giving is easier with a Donor Advised Fund
    A Donor Advised Fund, or DAF, may be a good philanthropic vehicle for investors who want help managing their charitable contributions while receiving immediate tax benefits. It requires that a donor contributes cash or assets to a public charity that sponsors and sets up that...
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    How does the 2017 Fiduciary Rule impact you?
    The Department of Labor (DOL) 2017 Fiduciary Rule came into effect June 9, 2017 to expand how investment advice impacts clients. For many Certified Financial Planners™ this rule was already implemented because their mission has always been to serve the financial interests of clients instead...
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    Tax breaks grow business in Concord, NC
    Tax breaks in Concord, NC are creating jobs for our community. Much credit goes to leadership from our business men and women in the community. But equally important is the partnership businesses have forged with municipal planners who keep the best interests in mind when...
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    A guide to corporate bonds in North Carolina
    In simple terms, a corporate bond is an IOU, with several monikers including notes, bills and debt securities. In the case of corporate bonds, the issuer is the private company that needs the money. In return, the corporation agrees to pay the investor purchasing the...
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    Retirement planning with Brian King
    Knowledge and experience are essential when retirement planning. Brian King is one of Concord's only independent financial advisors specializing in retirement planning. He plays a central role in the financial future of local corporations and families who want assistance creating a complete retirement planning strategy....
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  • About Brian King
    King Financial Corporation was founded in 1998 by CERTIFIED FINANCIAL PLANNER™ practitioner Brian King. Brian is the owner of King Financial Corporation and did prior work at Wachovia Bank in Retail Bank Management. As an independent advisor, Brian King has the freedom to use the services...
  • Anna Lu Wilson
    Anna Lu Wilson is an Advisor Associate with King Financial Corporation. Anna Lu has spent her career working with small and medium sized businesses as an economic development professional in the Charlotte metro area and more recently at Cabarrus Economic Development Corporation. She has worked with...
  • Accessing Kestra Financial
    Brian King is independent, but not alone. King Financial Corporation chooses to be a part of Kestra Financial because it provides support and infrastructure to help service our clients' financial needs. As an independent advisor with the strength of Kestra Financial behind King Financial Corporation, we...

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King Financial Corporation provides financial planning in North Carolina using the technology and investment reach and options available to NFP Practitioners.


Brian King is a CERTIFIED FINANCIAL PLANNER™ practitioner, which means he meets the requirements established by the Certified Financial Planner Board of Standards, Inc.

We offer individuals and businesses the tools designed to deliver peace of mind and growth. King Financial Corporation is your Investment Advisor for Financial Planning, Retirement Planning and Life Insurance in Concord, NC

Why Brian King?

  • Client Testimonial – Independent Tribune
    Erin Weeks, Journalist

    Concord is just in his blood. Born and raised in the Cabarrus County seat, Brian King has seen the city evolve from its pre-Concord Mills Mall phase... Erin Weeks Journalist

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  • Why Brian?
    E.M. Disharoon, Peak Oil Research Analyst

    I began talking with King Financial Corporation as a way to explore options. Brian gave me the directives and empowered me with details on how I could... E.M. Disharoon Peak Oil Research Analyst

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  • I’m satisfied with King
    J. Wright, Retired Insurance Broker

    Brian King was instrumental in helping me plan for my family's future. The nuances around family planning are not my cup of tea, but King Financial Corporation... J. Wright Retired Insurance Broker

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