List of Firms
Durham County, NC Fiduciary Financial Advisors
Rosewood Wealth Management
Northwestern Mutual: Tom Morris, CFP, MBA, ChFC, CLU, CASL, CLTC, RICP
Edward Jones - Financial Advisor: Alex G Nelson, CFP®
Edward Jones - Financial Advisor: Willard L Causey Jr
Edward Jones - Financial Advisor: Chris Shella
Rosewood Wealth Management
Erickson Advisors - Financial Planners
Edward Jones - Financial Advisor: Julie G Kelly, CFP®|CRPC®
Piedmont Investment Advisors
Bull City Advisors LLC
Lily Wealth Partners
Hans Scheil Certified Financial Planner TM
Edward Jones - Financial Advisor: Craige Summers, CFP®|ChFC®|CLU®
Sycamore Financial Planning, LLC
Southpoint Advisors - Ameriprise Financial Services, LLC
Where Certified Financial Advisors in Durham County, NC Serve
Durham County, NC is a bustling hub of activity with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Duke University Chapel to the historic Durham Bulls Athletic Park, there is no shortage of attractions to explore. The county is home to several major employers such as Duke University and Health System, IBM, and Fidelity Investments, providing ample job opportunities for residents. Major highways and streets such as I-85, US-70, and NC-147 make transportation easy and accessible. Neighborhoods like Brightleaf Square and American Tobacco Campus offer a unique blend of history and modernity, while others like Duke Park and Trinity Park provide a more tranquil and residential feel. With so much to offer, Durham County is a vibrant and exciting place to call home.
Services Provided by Fee Based and Fee Only Financial Advisors
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Durham County, NC
Financial advisors in Durham County, NC offer an array of services to help individuals and businesses manage their finances and investments. One specific service that stands out in Durham County is the assistance with retirement planning. With a growing aging population in the area, financial advisors can provide guidance on saving for retirement, choosing the right retirement accounts, and creating a plan to ensure a comfortable retirement. Additionally, financial advisors in Durham County can help clients navigate the complex tax laws and regulations in the state, as well as provide advice on estate planning and wealth management. With their burstiness and complexity of knowledge, financial advisors in Durham County, NC can help clients achieve their financial goals and secure their financial future.
Durham County, NC is the best place to get financial advising due to its diverse and thriving economy. With a population of over 321,000 people, Durham County is home to numerous financial institutions, including banks, credit unions, and investment firms. The county's economy is anchored by the Research Triangle Park, which is one of the largest research parks in the world, and is home to over 200 companies, including IBM, Cisco, and GlaxoSmithKline. Additionally, Durham County is home to Duke University, which is consistently ranked as one of the top universities in the country. This concentration of intellectual capital and financial resources makes Durham County an ideal location for financial advisors who are looking to provide their clients with the most up-to-date and comprehensive advice. Whether you are looking for retirement planning, investment advice, or help with estate planning, Durham County has the resources and expertise to meet your needs.
A financial planner in Durham County, NC is a professional who assists individuals and families in managing their finances. They offer advice on investment strategies, retirement planning, tax planning, and estate planning. In Durham County, NC, financial planners must be well-versed in the local economy and the unique financial challenges that residents face. For example, Durham County has a diverse population, including a large number of college students and young professionals. This means that financial planners must be able to offer advice on student loan debt, saving for a first home, and navigating the job market. Additionally, Durham County is home to several major healthcare systems and research institutions, so financial planners must be knowledgeable about the healthcare industry and the various retirement plans offered by these employers. Overall, a financial planner in Durham County, NC must be able to provide tailored advice that meets the specific needs of the community.
Durham County, NC residents should consider reaching out to a financial advisor when they are facing a significant financial event or transition. This could include planning for retirement, purchasing a home, or starting a business. With the diverse economy of Durham County, which includes healthcare, education, and technology industries, financial planning can be complex and nuanced. Additionally, Durham County has a high cost of living compared to the national average, making it essential for residents to have a comprehensive financial plan in place to ensure long-term financial stability. A financial advisor can help navigate these challenges and provide guidance on investment strategies, tax planning, and risk management. By working with a financial advisor, Durham County residents can feel confident in their financial future and achieve their long-term goals.
A financial advisor in Durham County, NC must possess a multitude of important qualities to effectively serve the diverse population in this region. Firstly, they must have a deep understanding of the local economy and financial landscape, which has a unique focus on healthcare and education due to the presence of Duke University and the Research Triangle Park. Additionally, they must be highly skilled in communication and interpersonal relationships, as they will be working with clients from a wide range of backgrounds and financial situations. Furthermore, a financial advisor in Durham County must be adept at navigating complex financial systems and regulations, as the area is home to numerous large corporations and financial institutions. Finally, they must be committed to ongoing education and keeping up with the latest trends and developments in the financial industry to provide the best possible advice and guidance to their clients.
Durham County, NC is home to a diverse range of financial advising firms that cater to the unique needs of its residents. From large national firms to smaller boutique practices, there is no shortage of options for those seeking financial guidance. One standout firm is known for its expertise in sustainable investing and its commitment to supporting local businesses. This firm has a deep understanding of the Durham community and works closely with clients to align their investments with their values. With a team of experienced advisors and a focus on socially responsible investing, this firm is helping to shape the future of finance in Durham County.
In Durham County, NC, financial advisors are compensated in a variety of ways. One common method is through commission-based compensation, where advisors receive a percentage of the assets they manage for clients. Another common method is through fee-based compensation, where advisors charge a set fee for their services, regardless of the amount of assets managed. Additionally, some advisors may receive compensation through a combination of both commission and fees. It is worth noting that in Durham County, NC, financial advisors are subject to state-specific regulations and licensing requirements, which can add an additional layer of complexity to their compensation structure. Furthermore, the diverse population of Durham County, NC, with its mix of urban and rural areas, may present unique challenges for financial advisors in terms of tailoring their compensation models to meet the needs of their clients.