Best Financial Advisors in Durham

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Abundant Life Group logo

Abundant Life Group

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

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.

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Adams Chetwood Wealth Management Group logo

Adams Chetwood Wealth Management Group

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

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.

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Aria Financial Services logo

Aria Financial Services

240 Leigh Farm Road, Durham, NC 27707
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Business Formation

Aria Financial Services is a financial planning company serving the Durham community. It helps clients clarify their vision for the future and wealth and empower them to achieve a deeper understanding of their financial capacity. The firm was co-founded by Delynn Dolan Alexander, who is a wealth management advisor. She was awarded as one of the Top Women Wealth Advisors in 2021 by Forbes and Top 500 Wealth Advisor Moms in 2020 by Working Mother magazine.

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Arjuna Capital, LLC logo

Arjuna Capital, LLC

Durham, NC 27701
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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.

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Bryant & Brannock logo

Bryant & Brannock

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

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.

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Cardinal Retirement Planning, Inc. logo

Cardinal Retirement Planning, Inc.

Durham, NC 27713
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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.

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Ebner Financial Group logo

Ebner Financial Group

Raleigh, NC 27513
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  • Certified Financial Planner (CFP)

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.

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Erickson logo

Erickson

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

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.

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Fortitude Financial Planning logo

Fortitude Financial Planning

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

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.

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Fulbright Financial Consulting, PA logo

Fulbright Financial Consulting, PA

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

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.

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Gordon Asset Management, LLC logo

Gordon Asset Management, LLC

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

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.

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Hamilton Point logo

Hamilton Point

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

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.

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Hilltop Wealth Advisors logo

Hilltop Wealth Advisors

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

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.

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Integrated Life and Financial Planning logo

Integrated Life and Financial Planning

Durham, NC 27713
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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.

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Kuhn Advisors, Inc. logo

Kuhn Advisors, Inc.

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

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.

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Lazarus Financial Planning, LLC logo

Lazarus Financial Planning, LLC

Durham, NC 27713
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  • Certified Financial Planner (CFP)

Lazarus Financial Planning is an integrated investment management and financial planning firm that serves socially responsible investors aged 20 and 60. The fee-only company was founded by Jennifer Lazarus, a certified financial planner who aims to help investors make a long-term impact. Durham clients with an existing investment portfolio benefit from investment management services. Other clients may want comprehensive financial planning services and investment advice. The company's financial planning services include cash flow and debt management, tax planning, insurance options, retirement and estate planning, and investment consulting.

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Luca Partners logo

Luca Partners

240 Leigh Farm Road, Durham, NC 27707
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Luca Partners is a financial planner serving clients in Durham. It provides a wide range of services, including financial planning, wealth management, investment management, and retirement planning for families and businesses. Financial advisors Jimbo Huckabee, Whit Newton, and Charles D. Irvin have merged their respective teams to form Luca Partners. The firm has more than 150 years of combined experience in the financial services industry. Luca Partners has been named after Italian mathematician Luca Pacioli, who has written about the Rule of 72.

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Phoenix Wealth Advisors logo

Phoenix Wealth Advisors

100 Europa Drive, Chapel Hill, NC 27517
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Phoenix Wealth Advisors is a wealth management company that serves clients in Durham. It provides an assortment of financial planning services, such as corporate retirement plan consulting, investment management, and risk management. Among its clients are entrepreneurs, foundations, families and individuals, and retirees. Managing partners Mark Rhoades and Georgios Livanos have backgrounds in personal advising, capital market developments, and fiduciary services. The company has been included in the FT 300 ranking of financial advisers by the Financial Times in June 2019.

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Pinafore Wealth Counsel logo

Pinafore Wealth Counsel

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

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.

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Premier Advisor Group LLC logo

Premier Advisor Group LLC

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

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.

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Rosewood Wealth Management logo

Rosewood Wealth Management

Durham, NC 27713
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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.

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Southeast Financial Group logo

Southeast Financial Group

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

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.

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Stalwart Financial Planning logo

Stalwart Financial Planning

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

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. 

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Stryker Financial logo

Stryker Financial

Durham, NC 27713
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Stryker Financial is a comprehensive financial services company that creates customized programs to North Carolina clients. Managing principal Farzad Khoshnoodi has more than three decards of client experience. Clients receive investment planning advice to meet their retirement planning and general life goals. The firm also offers insurance options, and small business owners can benefit from its business planning services.

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The Jester Group logo

The Jester Group

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

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.

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The Potter Financial Group logo

The Potter Financial Group

1816 Front Street, Durham, NC 27705
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  • Retirement Planning

The Potter Financial Group is a firm that has been operating in Durham since 1985. It helps individuals in securing their financial future by providing a wide range of services including insurance planning, wealth management, and retirement planning. Specialized services are also available for physicians and caregivers. The company supports different community organizations such as Swing Pals and The Exchange Family Center. In addition to working in the insurance and financial services industry, founder Charlie Potter is also a member of the Durham Orange Estate Planning Council.

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TIAA Financial Services logo

TIAA Financial Services

5425 Page Road, Durham, NC 27703
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  • Retirement Planning

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.

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Tucker Bria Wealth Strategies logo

Tucker Bria Wealth Strategies

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

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.

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Wiser Financial Coaching LLC logo

Wiser Financial Coaching LLC

Durham, NC 27705
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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.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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