Expertise.com

Best Financial Advisors in Durham

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2023
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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Durham, NC
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
3.2 / 5 (15)
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Durham, NC

Business Description

Need help contacting a Financial Advisor in Durham? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
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Detail

Price: Free booking service | Call 848.Book.Pro!

Abundant Life Group logo
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License Verified:

License: 5151262

Investment Adviser Public Disclosure Database, SEC

Abundant Life Group

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5540 Centerview Dr Ste 418, Raleigh, NC 27606
  • Certified Financial Planner (CFP)

Business Description

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.

License Verified:

License: 5151262

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
4.8 / 5 (29)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Adams Chetwood Wealth Management Group logo
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Adams Chetwood Wealth Management Group

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3917 University Drive, Durham, NC 27707
  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Bryant & Brannock logo
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License Verified:

License: 148254

Investment Adviser Public Disclosure Database, SEC

Bryant & Brannock

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5315 Highgate Drive, Suite 105, Durham, NC 27713
  • Certified Financial Planner (CFP)

Business Description

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.

License Verified:

License: 148254

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Ebner Financial Group logo
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License Verified:

License: 158781

Investment Adviser Public Disclosure Database, SEC

Ebner Financial Group

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Raleigh, NC 27513
  • Certified Financial Planner (CFP)

Business Description

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.

License Verified:

License: 158781

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Erickson logo
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Erickson

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3001 Academy Road, Durham, NC 27707
  • Certified Financial Planner (CFP)
  • Tax Planning

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Fortitude Financial Planning logo
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License Verified:

License: 309750

Investment Adviser Public Disclosure Database, SEC

Fortitude Financial Planning

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Durham, NC 27701
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

Fortitude Financial Planning is an investment advisory firm operating in Durham. It guides young professionals through ongoing financial planning, tax preparation, and investment management which include investment recommendations, a secure financial site, and regular meetings. For clients who are looking for a one-time engagement or second opinion, the firm assists with tax planning, home affordability, and employee benefits review. Its founder, Travis Tracy, is a Certified Financial Planner and an Enrolled Agent who has been working in the industry for seven years.

License Verified:

License: 309750

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Google
4.3 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Fulbright Financial Consulting, PA logo
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Fulbright Financial Consulting, PA

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5302 North Carolina 55, Durham, NC 27713
  • Tax Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (22)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Gordon Asset Management, LLC logo
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Gordon Asset Management, LLC

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4721 Emperor Boulevard, Durham, NC 27703
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Business Tax Preparation
  • Business Formation

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Hamilton Point logo
Visit WebsiteWebsite

License Verified:

License: 144534

Investment Adviser Public Disclosure Database, SEC

Hamilton Point

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100 Europa Dr. Suite 425, Chapel Hill, NC 27517
  • Certified Financial Planner (CFP)

Business Description

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.

License Verified:

License: 144534

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Hilltop Wealth Advisors logo
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License Verified:

License: CRD#283014

Investment Adviser Public Disclosure Database, SEC

Hilltop Wealth Advisors

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6340 Quadrangle Dr. Suite 100, Chapel Hill, NC 27517
  • Estate Planning

Business Description

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.

License Verified:

License: CRD#283014

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Kuhn Advisors, Inc. logo
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Kuhn Advisors, Inc.

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3622 Lyckan Parkway, Durham, NC 27707
  • Certified Financial Planner (CFP)

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Pinafore Wealth Counsel logo
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Pinafore Wealth Counsel

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3622 Lyckan Parkway, Durham, NC 27707
  • Certified Financial Planner (CFP)

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Premier Advisor Group LLC logo
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License Verified:

License: 1317643

Investment Adviser Public Disclosure Database, SEC

Premier Advisor Group LLC

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4000 Westchase Blvd. Suite 300, Raleigh, NC 27607
  • Certified Financial Planner (CFP)

Business Description

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.

License Verified:

License: 1317643

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Southeast Financial Group logo
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Southeast Financial Group

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7780 Brier Creek Parkway, Raleigh, NC 27617
  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Stalwart Financial Planning logo
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Stalwart Financial Planning

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2530 Meridian Parkway, Durham, NC 27713
  • Estate Planning
  • Tax Planning

Business Description

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. 

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
The Jester Group logo

License Verified:

License: 1751690

Investment Adviser Public Disclosure Database, SEC

The Jester Group

1414 Raleigh Rd, Suite 420, Chapel Hill, NC 27517
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

The Jester Group has been offering financial advice to individuals and families in Durham and its neighboring communities for over 30 years. It helps clients with financial planning, investing, risk assessment, and wealth management. It also advises them in matters relating to tax, insurance, charitable giving, and estate planning. Its founder, Gene Jester, is a former parish minister who found his calling in helping people manage their finances. He is a Certified Financial Planner, Chartered Retirement Plans Specialist, and Certified Private Wealth Advisor.

License Verified:

License: 1751690

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
TIAA Financial Services logo

TIAA Financial Services

5425 Page Road, Durham, NC 27703
  • Retirement Planning

Business Description

TIAA Financial Services is a wealth management firm that serves Durham. It offers individual advisory services, helping clients prepare for various life goals, such as leaving a legacy, planning for retirement, or saving for college. TIAA Financial Services has been around for more than 100 years and has more than $1.3-trillion in assets under management. Additionally, the professionals from this company consider environmental, social, and governance factors in its investment research and decision-making.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Tucker Bria Wealth Strategies logo

Tucker Bria Wealth Strategies

3100 Tower Boulevard, Durham, NC 27707
  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail