Laurels

Best Financial Advisors in Durham
2020

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 69 48 18

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.

Adams Chetwood Wealth Management, LLC

Adams Chetwood Wealth Management Group is a wealth management firm serving Durham retirees and pre-retirees whose available assets total at least $1 million. The company's focuses on helping clients through life transitions, such as divorce, retirement, and career changes. Each adviser coordinates with the client's existing tax and legal professionals. Managing partner Rick Adams has been in the financial services industry since 1989, and managing partner Eric Chetwood has been a certified financial planner since 2007. The company's services include investment management and comprehensive financial planning solutions.

Arjuna Capital, LLC

Arjuna Capital specializes in sustainable investment management for investors across the nation. The team has over five decades of experience in sustainable investing solutions that benefit the environment. Operating on the principle that environmentally-friendly investments can yield high returns, the Durham-based company focuses on helping clients reach their goals while making a measurable impact. The four main areas of focus include sustainable stock investing, sustainable bond investing, investing in the economy, and lending to the economy.

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.

Erickson Advisors

Erickson Advisors is a financial planning firm that uses a holistic approach to financial health and investment management. With offices in Greensboro and Durham, the firm has focused on long-term planning and current financial goals since 1991. Each client receives a customized investment strategy that utilizes socially responsible investments. Small business owners, trusts, and individuals all benefit from the firm's wealth accumulation solutions. Small businesses have access to retirement plan management, and clients can choose from multiple insurance options to mitigate risk. As for long-term planning, the firm develops solutions for retirement, college funding, and legacy planning.

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.

Kuhn Advisors, Inc.

With offices located in Denver, Colorado, and Durham, North Carolina, Kuhn Advisors has served clients throughout the United States for over two decades. The firm collaborates with institutions and individuals to help manage financial resources. First, each client receives an evaluation of their current life circumstances and future goals. Then, the firm creates and implements an investment management strategy to meet those goals. Clients receive step-by-step plans for securing retirement income, funding the education of future generations, investing during the pre-retirement, and managing risk.

Durham, NC 27707

Website

Piedmont Investment Advisors, Inc.

Piedmont Investment Advisors Inc., is a Durham-based money management firm that specializes in fixed income and equity management for institutions. The company leverages two decades of experience helping clients. Its investment process involves strategies for active equity, passive equity, and fixed income options.

Durham, NC 27713

Website

Retirement & Asset Protection Financial

Retirement & Asset Protection Financial has offices in Kansas and North Carolina. Company founder Mehran Rad has two decades of financial service experience. The firm's services are geared toward providing clients with ideal assets for retirement. Clients identify their retirement goals and receive a customized financial plan to meet them as wells as insurance products to mitigate risks. For future generations, education planning services help reduce the burden of tuition.

Durham, NC 66224

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

Secrest Blakey & Associates

Secrest Blakey & Associates is a financial planning firm that helps clients through major life transitions. It has offices in Raleigh and Davidson that serve a large part of North Carolina. Its services include investment management to meet goals, retirement planning strategies, and life events planning.

Durham, NC 27617

Website

Stalwart Financial Planning

Stalwart Financial Planning is a Registered Investment Advisory firm with offices in Durham and Fayetteville. Founding principal Isaac Allen is a certified financial planner who believes that financial advice should be available to people of all income levels. Therefore, each client receives an assessment of their needs and a comprehensive look at their financial health. Clients choose between a one-time consultation or an ongoing relationship. Its services include tax and estate planning, educational funding, retirement planning, cash management, insurance analysis, investment management, and long-term care planning.

Tucker Bria Wealth Strategies

Tucker Bria Wealth Strategies is a financial advisory firm based in the Carolinas. The company, founded in 2013, provides clients with comprehensive wealth management through all stages of life. This includes retirement and estate planning, wealth accumulation strategies, risk management options, and tax planning.

Durham, NC 27707

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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