Best Financial Advisors in Halifax, NS

24 firms listed · all 24 in Halifax · 1 open weekends · 17 rated 4.5+

Data verified November 7, 2026

Gordon Stirrett Wealth Management

Gordon Stirrett Wealth Management

5.0 57 reviews
“Looking forward to working with this group for many years to come”
Free consultationSince 1998
1741 Lower Water St Suite 210
i
Wealth Creation Made Simple

Wealth Creation Made Simple

4.9 34 reviews
“John Rahey's a creative and experienced financial strategist who will help you realize your dreams and goals.”
647 Bedford Hwy suite 101
i
Eastport Financial Group

Eastport Financial Group

4.7 29 reviews
“Lori is amazing, helpful, responsive with great advice and a real care for her clients and their personal & professional lives!”
Since 2004Prices online
741 Bedford Hwy suite 201
i
Wiltshire Financial Management

Wiltshire Financial Management

5.0 25 reviews
“Doug has supported me in making good financial decisions around investing, retirement and savings.”
Since 2011
6156 Quinpool Rd
i
Book onlineBook
Worthy Financial

Worthy Financial

5.0 10 reviews
“He created a detailed projection of our retirement and gave us so many tips to help us save money, what we paid for his services we will be saving (more actually) in interest thanks to his advice!”
Virtual consultations
1959 Upper Water St Tower 1, Suite 1301
i
National Wealth Management

National Wealth Management

5.0 10 reviews
“I have had an exceptional experience with National Wealth Management, and their engagement and investment in their clients' success are outstanding.”
1959 Upper Water St Ste 1301
i

The 24 firms listed for Halifax, NS offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.

Area overview: Halifax, NS

All 24 firms we list here are in Halifax itself. We have 31 firms in Halifax on file; this page shows the highest-rated 24. 18 of the firms on this page have a rating, from 3.7 to 5.0 across 222 reviews; 1 has 50 or more reviews and 17 are rated 4.5 or higher. 1 is open on Saturdays. 11 have ten or more years of experience, the longest 28 years. 1 offers a free initial consultation and 2 are family- or locally-owned. We have a website on file for 23 of the firms on this page; 19 publish a contact page; 19 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Halifax take financial planning bookings online?

3 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.

Himmelman & Associates Financial Advisors

Himmelman & Associates Financial Advisors

4.7 13 reviews
“I have been working with Brian and Chris for many years and they are the best !!!!”
Free consultation
1444 Dresden Row
i
Healy Financial Planning

Healy Financial Planning

5.0 2 reviews
“Just finished our (not quite annual) review and am impressed with the organization (of our data), the information given, the full presentation and the follow up from the Healy staff.”
Free phone consultation50+ yearsFamily-owned
5657 Spring Garden Rd Ste 501
i
Starboard Wealth Planners

Starboard Wealth Planners

5.0 3 reviews
“This team puts me at ease by making me feel like they have my financial health on the front burner.”
Serves CanadaSince 2006
2371 Agricola St
i
April Stroink, Money Coach

April Stroink, Money Coach

2371 Agricola St
i
Black Star Wealth

Black Star Wealth

5.0 3 reviews
“I've worked with Wendy & her team for almost a decade from help with my personal financial literacy to planning with my business growth.”
Since 2008
6089 Lady Hammond Rd
i
Adam Smith Financial Advisor

Adam Smith Financial Advisor

5.0 1 review
“I would strongly recommend contacting him if you need financial advice.”
Same-day responseSince 2018
1959 Upper Water St #1600
i
Granville Group Insurance & Financial

Granville Group Insurance & Financial

5.0 1 review
“They are easy to deal with”
Serves Canada30+ years
998 Parkland Dr #202
i
Matthews McDonough Financial Planning

Matthews McDonough Financial Planning

Since 2006
6174 Quinpool Rd
i
Book onlineBook
Assante Hydrostone

Assante Hydrostone

Since 2011
5548 Kaye St
i
Accountant Halifax by Wealth Knight

Accountant Halifax by Wealth Knight

Serves Canada, InternationalSince 2018
Purdy's Wharf 1301, 1959 Upper Water St Tower 1
i
Davison & Orser Wealth Planning

Davison & Orser Wealth Planning

5.0 1 review
3400 Dutch Village Rd #102
i
Affinity Financial Group - Harbourfront Wealth Management

Affinity Financial Group - Harbourfront Wealth Management

3.7 2 reviews
“Graham and Thomas have been business partners with my father and I for several years and they are great to work with.”
Since 2013
90 Lovett Lake Ct Suite 301
i
Graves Financial Advisory Group

Graves Financial Advisory Group

4 attorneysFamily-owned
1969 Upper Water St
i
Bishop Wealth Management

Bishop Wealth Management

Since 2009Prices online
90 Lovett Lake Ct Ste 301
i
Equity Associates

Equity Associates

5.0 1 review
“Everyone that I've ever dealt with is friendly and knowledgeable.”
5523 Young St
i
NOW Solutions Integration Group

NOW Solutions Integration Group

25+ years
Hydrostone Place, 3051 Isleville St Ste 701
i
Maceachern Financial

Maceachern Financial

Since 2006
2000 Barrington St
i
Roone Financial Group

Roone Financial Group

Since 2013
287 Lacewood Dr suite 133
i
HomeWealth Management AdvisorsNova ScotiaHalifax, NS

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top