List of Firms
Durham, NC Fiduciary Financial Advisors
Kuhn Advisors, Inc.
Wiser Financial Coaching, LLC
Timothy Martin Dyess - Financial Advisor, Ameriprise Financial Services, LLC
Erickson Advisors - Financial Planners
Edward Jones - Financial Advisor: Nick Seligman, CFP®
Adams Chetwood Wealth Management Group
David Wilder - TIAA Wealth Management Advisor
Edward Jones - Financial Advisor: Alex Rankin
Fryar Financial, LLC
Edward Jones - Financial Advisor: Chris Shella
Southpoint Advisors - Ameriprise Financial Services, LLC
Edward Jones - Financial Advisor: Doug Dickerson, CRPC®
Elizabeth Anne Nicholson - Financial Advisor, Ameriprise Financial Services, LLC
Edward Jones - Financial Advisor: Alex G Nelson, CFP®
Edward Jones - Financial Advisor: Craige Summers, CFP®|ChFC®|CLU®
Edward Jones - Financial Advisor: Dan Bayait
The Potter Financial Group
Edward Jones - Financial Advisor: Ryan S Kelly, CFP®
Piedmont Investment Advisors
Rosewood Wealth Management
Edward Jones - Financial Advisor: Willard L Causey Jr
Edward Jones - Financial Advisor: Andy Esser, CFP®|ChFC®|CLU®
Edward Jones - Financial Advisor: Emily L Crum
Bull City Advisors LLC
Aria Financial Services
Rodney Matthews - TIAA Wealth Management Advisor
Edward Jones - Financial Advisor: Mary-Charles Nassif, CFP®|ChFC®
Fulbright Financial Consulting, PA
Lily Wealth Partners
Personal Path Financial Planning
Edward Jones - Financial Advisor: Matthew P Stutzman
Chris Crenshaw Financial Services
Edward Jones - Financial Advisor: Laurie K Bengson
Edward Jones - Financial Advisor: Allen B Parker, CFP®|CIMA®
Edward Jones - Financial Advisor: Julie G Kelly, CFP®|CRPC®
Alexander Financial Services - Northwestern Mutual
Integrated Life and Financial Planning LLC
Edward Jones - Financial Advisor: Bryan L Piccirillo, AAMS™
Where Certified Financial Advisors in Durham, NC Serve
Durham, NC is a bustling city with a rich history and diverse culture. It is home to several notable landmarks, including the Durham Bulls Athletic Park, the Duke University Chapel, and the American Tobacco Historic District. The city is also known for its top employers, such as Duke University and Health System, IBM, and Cree, Inc., which contribute to the local economy and provide numerous job opportunities. Durham is conveniently located near several major highways and streets, including I-85, US-15, and NC-147, making it easy to navigate and commute to other parts of the state. The city is also home to several unique neighborhoods, each with its own distinct character and charm. From the vibrant downtown area to the historic Trinity Park and the trendy Ninth Street district, there is something for everyone in Durham. Overall, Durham is a dynamic and exciting city that offers a wealth of opportunities for residents and visitors alike.
Services Provided by Fee Based and Fee Only Financial Advisors
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Durham, NC
A financial advisor in Durham, NC can provide a plethora of financial advising services to their clients. They can assist with investment management, retirement planning, tax planning, estate planning, and risk management. Specifically in Durham, NC, financial advisors can provide insight into the local economy and industries, such as healthcare and education, which can impact investment opportunities. They can also provide guidance on the local real estate market, which has seen a surge in demand due to the city's growing population and job market. With their burstiness and complexity, financial advisors in Durham, NC can help clients navigate the intricacies of their financial goals and create a comprehensive plan for their financial future.
Durham, NC is the best place to get financial advising due to its diverse and thriving economy. The city is home to numerous financial institutions and firms that offer a wide range of financial services to individuals and businesses alike. Moreover, Durham's rich history as a hub for innovation and entrepreneurship has attracted a pool of highly skilled and experienced financial advisors who are well-equipped to navigate the complexities of the modern financial landscape. From wealth management to retirement planning, Durham's financial advisors are adept at tailoring their services to meet the unique needs and goals of their clients. Additionally, Durham's commitment to promoting financial literacy and education has led to the establishment of various programs and initiatives that empower residents to make informed financial decisions and build a secure financial future. Overall, Durham's vibrant economy, talented professionals, and dedication to financial education make it the ideal destination for anyone seeking top-notch financial advising services.
A financial planner in Durham, NC is responsible for helping clients achieve their financial goals through careful planning and investment strategies. With Durham being a bustling city known for its thriving tech industry and diverse community, financial planners must be well-versed in the intricacies of the local economy. They must consider the unique financial needs of each client and tailor their advice accordingly. This may involve analyzing market trends, creating budgets, and recommending investment opportunities that align with the client's goals. Additionally, a financial planner in Durham must navigate the complex tax laws and regulations that are specific to the state of North Carolina. Through their expertise and guidance, financial planners in Durham help clients navigate the complexities of the financial world and achieve long-term financial stability.
Durham, NC residents should consider reaching out to a financial advisor when they are facing complex financial situations such as planning for retirement, managing debt, or investing in the stock market. With its diverse economy, which includes healthcare, education, and technology sectors, Durham is a hub for professionals who have unique financial needs that require specialized guidance. Moreover, Durham's growing population and expanding housing market have created a need for financial planning services that can help individuals navigate the complexities of buying or selling a home. A financial advisor can also help Durham residents manage their finances during times of economic uncertainty, such as the current COVID-19 pandemic, by providing expert advice on budgeting, saving, and investing. Ultimately, seeking the help of a financial advisor can provide Durham residents with the peace of mind they need to make sound financial decisions and achieve their long-term financial goals.
When searching for a financial advisor in Durham, NC, it is crucial to look for someone who possesses a diverse skill set and a deep understanding of the local financial landscape. Durham is a city that is constantly evolving, with a thriving tech industry and a growing population that demands innovative financial solutions. As such, a financial advisor in this city must have the ability to adapt to changing circumstances and provide customized advice that is specific to each client's unique needs. They must also possess a keen eye for detail and be able to analyze complex financial data to provide insightful recommendations. Additionally, a successful financial advisor in Durham must have excellent communication skills to build strong relationships with their clients and guide them through the ups and downs of their financial journey. Ultimately, the most important quality of a financial advisor in Durham is their ability to stay ahead of the curve and provide cutting-edge financial advice that keeps their clients on the path to success.
Durham, NC is a city that boasts a thriving financial industry, with several top financial advising firms located within its borders. These firms offer a range of services, from investment management to retirement planning, and are staffed by experienced professionals who are dedicated to helping clients achieve their financial goals. One standout feature of Durham's financial advising firms is their commitment to community involvement, with many firms partnering with local organizations to support economic development and social initiatives. Additionally, Durham's firms are known for their innovative approaches to financial planning, leveraging cutting-edge technology and data analysis to provide clients with personalized solutions that are tailored to their unique needs and circumstances. Overall, Durham's financial advising firms are a testament to the city's entrepreneurial spirit and commitment to excellence in all areas of business.
Financial advisors in Durham, NC, are compensated in various ways. Some of the common ways include charging a fee for their services, commission-based compensation, or a combination of both. Many advisors charge a fee based on a percentage of the assets under management. This is a common practice in Durham, NC, where the city's economy is growing, and the need for financial guidance is on the rise. Additionally, some advisors may charge a flat fee for a specific project or consultation, while others may receive commissions based on the products they sell to clients. It is important to note that the compensation structure of a financial advisor in Durham, NC, may vary depending on their area of specialization, experience, and the needs of their clients. As the financial industry continues to evolve, financial advisors in Durham, NC, are adapting their compensation models to meet the changing needs of their clients.