Find a Financial Planner in Durham County, NC

 

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We did the hard work of finding trustworthy partners in Durham County, NC.

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We Only Work With The Best Durham County 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, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

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

Trustworthiness

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

 

Our Process for Choosing
An Independent Financial Advisor in Durham County, NC


  • Financial Advisor Close to Durham County, 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 Durham County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Durham County 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 focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Durham County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
15.9% of Durham County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Durham County area can create a custom plan and walk with you each step of the way.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Durham County area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Durham County area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Durham County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Durham County area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Durham County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Durham County, 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 Durham County, NC

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

  • Population: 311,848
  • % of Population 62 Years and Over: 15.9%
  • Average Home Value: $227,700
  • Average Monthly Housing Cost: $1,133
  • Average Household Income: $85,518
  • 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 Durham County, NC


RJ20, INC.

Website

(877) 438-7520

2530 Meridian Parkway
3rd Floor
Durham, NC 27713

SEC#: 801-74442
Years in Business: 9 years

ADAMS CHETWOOD WEALTH MANAGEMENT LLC

Website

(919) 287-5660

3917 University Drive, Suite 200

Durham, NC 27707

SEC#: 801-96322
Years in Business: 6 years

VERITY ASSET MANAGEMENT

Website

(919) 490-6717

280 S. Mangum Street
Suite 550
Durham, NC 27701

SEC#: 801-66730
Years in Business: 15 years

GORDON ASSET MANAGEMENT, LLC

Website

(919) 313-6650

4721 Emperor Blvd.
Suite 250
Durham, NC 27703

SEC#: 801-61670
Years in Business: 18 years

KUHN ADVISORS, INC.

Website

(919) 493-3233

3622 Lyckan Parkway
Suite 1001
Durham, NC 27707

SEC#: 801-44183
Years in Business: 28 years

ARJUNA CAPITAL, LLC

Website

(919) 794-4794

353 West Main Street

Durham, NC 27701

SEC#: 801-107908
Years in Business: 5 years