Chapel Hill, NC Financial Advisors and Resources



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: 9 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: 4 years

PHOENIX WEALTH ADVISORS INC.

Website

(919) 929-4448

100 Europa Drive
Suite 390
Chapel Hill, NC 27517

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

HILLTOP WEALTH ADVISORS, LLC

Website

(919) 401-1500

6340 Quadrangle Drive
Suite 100
Chapel Hill, NC 27517

SEC#: 801-107408
Years in Business: 5 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


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.)


Chapel Hill, NC Financial Advisor FAQs

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.