Find a Financial Planner in Durham, NC

 

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

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We Only Work With The Best Durham 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, NC


  • Financial Advisor Close to Durham, 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 Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Durham area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Durham typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
14.6% of Durham'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 area can create a custom plan and walk with you each step of the way.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Durham area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Durham area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Durham 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 in the Durham area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Durham area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

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

  • Population: 269,702
  • % of Population 62 Years and Over: 14.6%
  • Average Home Value: $227,800
  • Average Monthly Housing Cost: $1,128
  • Average Household Income: $82,573
  • 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, 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: 5 years

VERITY ASSET MANAGEMENT

Website

(919) 490-6717

280 S. Mangum Street
Suite 550
Durham, NC 27701

SEC#: 801-66730
Years in Business: 14 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: 27 years

ARJUNA CAPITAL, LLC

Website

(919) 794-4794

353 West Main Street

Durham, NC 27701

SEC#: 801-107908
Years in Business: 4 years