Find a Financial Planner in Chapel Hill, NC


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We Only Work With The Best Chapel Hill Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times,, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products


All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA


All of our partners are credible — No conflicts of interest and no disciplinary history


Our Process for Choosing
An Independent Financial Advisor in Chapel Hill, NC

  • Financial Advisor Close to Chapel Hill, NC

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs


How Can a CFP® in Chapel Hill Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Chapel Hill area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Chapel Hill can include managing client retirement accounts, investments, tax plans, and more.
13.7% of Chapel Hill's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Chapel Hill area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Chapel Hill area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Chapel Hill area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Chapel Hill area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. North Carolina has unique laws defining which actions trigger a taxable event and has the 17th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Chapel Hill area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Chapel Hill area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.


The Value of Working With the Best Financial Planners in Chapel Hill, NC

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Chapel Hill, NC

We evaluated over 13,000 RIA firms to bring you the best of the best Chapel Hill financial advisors.
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How Retirement-Friendly is Chapel Hill, NC?

  • Population: 60,998
  • % of Population 62 Years and Over: 13.7%
  • Average Home Value: $399,300
  • Average Monthly Housing Cost: $1,310
  • Average Household Income: $123,112
  • North Carolina Total Tax Burden: 8.07% (17th Lowest in U.S.)
  • North Carolina Property Tax: 2.15% (10th Lowest in U.S.)
  • North Carolina Individual Income Tax: 2.63% (15th Highest in U.S.)
  • North Carolina Sales and Excise Tax: 3.29% (24th Lowest in U.S.)

The Top Financial Advisor Firms in Chapel Hill, NC



(919) 283-2340

1450 Raleigh Road,
Suite 105
Chapel Hill, NC 27517

SEC#: 801-117177
Years in Business: 1 years



(919) 932-8400

1335 Environ Way

Chapel Hill, NC 27517

SEC#: 801-72996
Years in Business: 9 years



(919) 913-4655

1340 Environ Way

Chapel Hill, NC 27517

SEC#: 801-119419
Years in Business: 0 years



(919) 929-2495

1504 E. Franklin St.
Suite 105
Chapel Hill, NC 27514

SEC#: 801-70279
Years in Business: 12 years



(919) 442-1550

5915 Farrington Road,
Suite 202
Chapel Hill, NC 27517

SEC#: 801-111042
Years in Business: 3 years



(919) 459-8181

100 Europa Drive
Suite 410
Chapel Hill, NC 27517

SEC#: 801-109968
Years in Business: 4 years



(919) 929-4448

100 Europa Drive
Suite 390
Chapel Hill, NC 27517

SEC#: 801-60793
Years in Business: 19 years



(919) 401-1500

6340 Quadrangle Drive
Suite 100
Chapel Hill, NC 27517

SEC#: 801-107408
Years in Business: 5 years



(919) 636-3765

100 Europa Drive
Suite 425
Chapel Hill, NC 27517

SEC#: 801-68186
Years in Business: 13 years



(919) 929-6940

109 Conner Drive
Suite 205
Chapel Hill, NC 27514

SEC#: 801-108521
Years in Business: 4 years