Find a Financial Advisor 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.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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

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.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
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

 

ABSHER WEALTH MANAGEMENT, LLC

Website

(919) 283-2340

1450 Raleigh Road,
Suite 105
Chapel Hill, NC 27517

SEC#: 801-117177
Years in Business: 2 years

DELEGATE ADVISORS, LLC

Website

(919) 932-8400

1335 Environ Way

Chapel Hill, NC 27517

SEC#: 801-72996
Years in Business: 10 years

SJBENEN ADVISORY, LLC

Website

(919) 913-4655

1340 Environ Way

Chapel Hill, NC 27517

SEC#: 801-119419
Years in Business: 1 years

WOODWARD FINANCIAL ADVISORS, INC.

Website

(919) 929-2495

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

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

ETON ADVISORS

Website

(919) 442-1550

5915 Farrington Road,
Suite 202
Chapel Hill, NC 27517

SEC#: 801-111042
Years in Business: 4 years

OLD PEAK FINANCE

Website

(919) 459-8181

100 Europa Drive
Suite 410
Chapel Hill, NC 27517

SEC#: 801-109968
Years in Business: 5 years

PHOENIX WEALTH ADVISORS INC.

Website

(919) 929-4448

100 Europa Drive
Suite 390
Chapel Hill, NC 27517

SEC#: 801-60793
Years in Business: 20 years

HILLTOP WEALTH ADVISORS, LLC

Website

(919) 401-1500

6340 Quadrangle Drive
Suite 100
Chapel Hill, NC 27517

SEC#: 801-107408
Years in Business: 6 years

HAMILTON POINT INVESTMENT ADVISORS, LLC

Website

(919) 636-3765

100 Europa Drive
Suite 425
Chapel Hill, NC 27517

SEC#: 801-68186
Years in Business: 14 years

 


Chapel Hill, NC Financial Advisor FAQs

Chapel Hill is a town in Orange County, North Carolina. It is bounded on the northeast by the town of Carrboro, on the east by the city of Durham, on the south by the town of Hillsborough, and on the west by the county of Orange. The major employers in Chapel Hill are the University of North Carolina at Chapel Hill, UNC Health Care, and the Town of Chapel Hill with an annual revenue of over $2.5 billion. In addition to the major employers, Chapel Hill is home to a number of small businesses that contribute to the economy and vitality of the community. Some of the town's major attractions include the University of North Carolina at Chapel Hill, which is the flagship university of the state and one of the top public universities in the country; Chapel Hill's Historic District, which is home to a number of important historical sites; and the Morehead Planetarium, which is one of the largest planetariums in the world. Chapel Hill, NC is known as the 15th largest city in its state, making a population of 57,233 in the 2010 census. Chapel Hill, NC is a town that lies in Orange County. Check out nearby financial advisors in this place through the links posted below.

First, you'll want to find a licensed advisor. It's a good idea to make sure your new financial advisor has a history of successful investment strategies before considering him or her as an option. Ask for references and see if those folks were satisfied with their experience.

Ask them how they are managing their finances personally. If you see them availing of the same products/services, you will be convinced that they are true to their work and not only there for the pay.

It's the advisor's job to assess your current financial situation, current needs and future goals. This assessment is followed by specific recommendations on what to do next - for your retirement, college savings, insurance coverage or simply where to invest.

Yes. A financial advisor will assess your current financial situation and identify areas for improvement. They help in realizing your goals by creating plans that will help you reach them. They will also help in maximizing your finances by recommending specific investments.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.