Best Financial Advisors in Durham, NC

Abundant Life Group provides financial advice to residents of Durham and the neighboring communities. Its team of financial advisors creates personalized strategies, including a 3D secure income distribution plan, developing a wealth cycle investment, and risk management accounting to reduce the client's worries about the future. It also helps clients with wealth management, estate planning, and trusts. Customers considering investments may opt for guidance in mutual funds, managed accounts, brokerage, and interval funds. Other offerings from the company include health and disability income insurance.

Bryant & Brannock develops financial plans and investment strategies for individuals and families in Durham. It also assists with insurance matters. By holding ongoing discussions, its agents are familiarized with clients' distinct circumstances—their incomes, assets, debts, and liabilities—and are thus able to identify risks and opportunities and devise solutions accordingly. Bill Bryant and Mike Brannock, who formed the company in 2016, have worked together for over a decade. Bryant has 20 years of industry experience and is a Certified Financial Planner and Chartered Retirement Plans Specialist.

Pinafore Wealth Counsel provides customized strategies, total wealth planning, financial transition planning, and risk management. It is an investment advisory firm serving clients in Durham and the local areas. With 50 years of combined experience, the firm focuses on clients' best interests and works closely with them to develop customized solutions that are aligned with their financial goals. Pinafore Wealth Counsel was co-founded by Lisa M. Gabriel, who has been providing investments and financial planning services for over 30 years.

Adams Chetwood Wealth Management Group is an independent investment advisory firm that caters to clients in Durham and its neighboring metros. It offers investment management and financial planning options such as estate investment planning, retirement planning, education planning, and insurance analysis. In addition, its team of professionals provides individual 401(k) monitoring and advice services, including retirement plan structure analysis, 401(k) allocation customization, and annual financial checkups. Adams Chetwood Wealth Management Group was established in 2015.

Fulbright Financial Consulting, PA, has been serving individuals and business owners in the community of Durham and the surrounding areas since 1986. The financial firm provides a wide range of services, such as educational funding, retirement planning, cash flow management, business planning, employee benefits planning, and risk management services. Its financial advisors have a collective industry experience of more than 40 years. The firm's founder and owner, Edward D. Fulbright, holds a personal financial specialist designation.

Founded in 1993, Kuhn Advisors, Inc., is a financial and wealth management services company that serves clients in Durham and its surrounding areas. It offers a complete lineup of financial products and services, including financial and retirement planning, and investment management services. Mark Kuhn, the firm's founder, is a certified public accountant who worked as a director for public securities for the Duke Management Company. Kuhn Advisors has 28 years of experience in the financial services industry.

Hamilton Point is a financial advisory firm serving Durham and the surrounding locations. Its team of investment professionals builds portfolios comprising individually acquired bonds and stocks. They also develop financial plans for clients looking to prepare for retirement. Additionally, they offer estate planning assistance. Hamilton Point oversees assets amounting to hundreds of millions. It is headed by Rick Woods, a Chartered Financial Analyst and Certified Private Wealth Advisor, who crafts wealth management plans for high-net-worth individuals.

Premier Advisor Group LLC has been serving Durham and surrounding communities for over 15 years. The firm provides custom strategies to help each client reach their unique financial goals. It assesses clients' financial situations, reviews investment portfolios, and makes recommendations regarding education funding, estate planning, asset allocation, and tax strategies. It also assists clients in developing plans for charitable giving that maximizes their contributions while reducing taxes. The founder and president, Janet Ramsey, is a certified financial planner.

Hilltop Wealth Advisors serves clients in and around the Durham metro. The Chapel Hill-based company provides personalized financial advice via a proactive approach to planning, which involves building an investment portfolio that fits clients' goals. Its team of financial experts collaborates with clients' other advisors to strategize and implement plans. It also offers retirement income and estate planning strategies. Hilltop Wealth Advisors is an independent firm that has been helping its clients weather financial crises and many other personal life events since 1989.

Southeast Financial Group is a team of wealth planners, research analysts, and investment advisors serving Durham and the surrounding areas. It is an independent registered investment advisor with $110 million in assets under management. The firm's financial planning method involves goal analysis, budget management, and planning for significant life events. In addition, it also handles investment planning, legacy planning, and asset protection. Edward B. Secrest, a Certified Financial Planner, founded the company in 2001.

Gordon Asset Management was founded in 2001 to serve clients in Durham. The firm offers a range of solutions, including financial planning and asset management. In addition, it also helps business owners with tax minimization strategies, business transitions, and retirement benefits. Gordon Asset Management uses a web-based tool where people can access their finances and track their account performance. Founder Joe Gordon is a Certified Investment Management Analyst and Certified Financial Planner.

Established in 1991, Erickson is a financial advisory firm that helps Durham clients to secure their financial future. The firm analyzes the client’s financial picture and their goals in building an investment framework. It also offers fiduciary financial planning for both short-term and long-term goals. In addition, the firm’s asset management utilizes investment strategies to manage the client’s portfolio, including analytic tools and risk budgeting analysis. The family-owned firm also has a specialized team that minimizes obstructions to a client’s wealth transfer.

Stalwart Financial Planning is a financial and wealth management services company that serves clients in Durham. It offers a wide array of financial planning and investment services, including tax management, estate planning, investment management, and retirement planning and projections. Isaac Allen, the firm's founder, started the company to provide clients financial planning and investment management services, regardless of their income or net worth. Stalwart Financial Planning is a member of the National Association of Personal Financial Advisors and the Garett Planning Network. 

Tucker Bria Wealth Strategies is a financial advisory firm that assists Durham clients of all walks of life in becoming financially confident. Founded in 2013, the firm develops wealth advisory strategies for the client’s financial needs. It builds the client’s investment portfolio to accumulate wealth. The firm also minimizes financial risks through risk management. Moreover, it handles taxation to lessen tax liabilities. Estate planning and retirement planning are likewise available. The co-founder, James H. Tucker, is a Certified Financial Planner and a Chartered Retirement Plans Specialist.

Fortitude Financial Planning is an advisory firm based in Raleigh, North Carolina, specializing in comprehensive financial planning, tax preparation, and investment management for tech professionals, entrepreneurs, and business owners in Durham. The firm offers ongoing financial planning that includes tailored investment recommendations, tax services, a secure financial site, and regular check-ins to keep clients on track toward their goals. Fortitude Financial Planning provides guidance on equity compensation strategies, tax planning for business owners, optimizing cash flow, and scaling financial strategies for growth. Founded by Travis Tracy, a Certified Financial Planner and Enrolled Agent, the firm brings over a decade of industry experience, along with a deep understanding of the unique financial and tax challenges faced by tech and entrepreneurial clients.

Ebner Financial Group is an advisory firm serving Durham. The firm performs a wide range of financial and wealth management solutions from retirement planning and education to investment and insurance product guidance. Led by founder Doug Ebner, its financial advisors help clients with assessing investment tolerance and guide small businesses with 401k benefits planning. Ebner has been in the financial services industry for 25 years. He is a member of the Million Dollar Round Table.