Best Financial Advisors in Cary

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Cary Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 36 24 7

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Du Lac Wealth Services

  • Retirement Planning

Du Lac Wealth Services is an independent financial advisory firm serving clients in Cary and the surrounding communities. Its professionals carry more than 50 years of combined experience in assisting clients with financial planning, investment management, tax strategies, and retirement income planning. The company also works with LPL Financial to provide its customers with customized portfolio solutions. James Mertens, the managing director and founder of the firm, obtained the Chartered Financial Analyst designation in 2006.

1150 Northwest Maynard Road
Cary, NC 27513


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