Laurels

Best Financial Advisors in Durham
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Durham 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 74 53 23

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

Advising Academics

  • Certified Financial Planner (CFP)

Advising Academics is a financial advisory firm operating in Durham. It helps university professionals in designing and implementing financial strategies based on their goals and values. A wide range of services is available including comprehensive investment, wealth management, and financial planning. Its team continuously monitors and adjusts the customized strategies depending on the circumstances. Its senior financial advisor, Peter J. Hynes, has been working in the industry for more than 20 years and served on the Sentinel Primary Care's board.

280 South Mangum Street
Durham, NC 27701

Website

Cardinal Retirement Planning, Inc.

Cardinal Retirement Planning creates retirement income strategies through investment opportunities. The firm helps clients grow their assets while remaining protected from market volatility. It also offers insurance solutions to help clients protect themselves and their beneficiaries in case of death or disability. Clients also receive tax planning strategies to maximize their taxable income. The Durham-based company is owned by Doug Amis, a certified financial planner who purchased the firm in 2018.

Durham, NC 27713

Website

Integrated Life and Financial Planning

Integrated Life and Financial Planning is a Durham-based financial services firm that helps with retirement planning, tax reduction strategies, and college tuition planning. Company founder Jerry Bergner has more than two decades of experience in the financial advisory industry. In addition to long-term goal planning, the firm also helps clients learn about responsible money management with cash flow plans and insurance options.

Durham, NC 27713

Website

Rosewood Wealth Management

Rosewood Wealth Management is a Durham-based financial advisory firm that aims to help clients answer questions about their retirement. Each client receives a retirement plan based on their goals and current assets. Its other services include travel consultation and bookkeeping for both individuals and businesses.

Durham, NC 27713

Website

Wiser Financial Coaching LLC

Wiser Financial Coaching is a financial management firm that provides investment strategies, retirement planning assistance, and financial coaching resources to North Carolina clients. CEO Marc Becker has been an Accredited Investment Fiduciary since 2012. The company's services include financial checkups, investment advisory services, business planning solutions, insurance options, and long-term financial planning strategies.

Durham, NC 27705

Website

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