Find a Financial Planner in Orange County, NC

 

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

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We Only Work With The Best Orange 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 Orange County, NC


  • Financial Advisor Close to Orange 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 Orange County Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Orange County area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planners in Orange County offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
17.0% of Orange County'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 Orange County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Orange 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 a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Orange County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
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 Orange County 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 involves working with an attorney or financial advisor in the Orange County 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 is a good way to make high-interest debts more manageable. Advisors in the Orange County 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 Orange 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 Orange County, NC

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

  • Population: 144,836
  • % of Population 62 Years and Over: 17%
  • Average Home Value: $322,400
  • Average Monthly Housing Cost: $1,189
  • Average Household Income: $111,542
  • 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 Orange County, NC


ABSHER WEALTH MANAGEMENT, LLC

Website

(919) 283-2340

1450 Raleigh Road,
Suite 105
Chapel Hill, NC 27517

SEC#: 801-117177
Years in Business: 1 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: 0 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: 3 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: 13 years

FRAZIER FINANCIAL CONSULTANTS, LLC

Website

(919) 929-6940

109 Conner Drive
Suite 205
Chapel Hill, NC 27514

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