Orange County, NC Financial Advisors and Resources



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: 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 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.)


Orange County, NC Financial Advisor FAQs

The cost of a financial advisor can vary drastically based on their qualifications and the services they provide.
Fee-only compensation model is the one that's most recognized and highly preferred by most investors. This model only allows financial advisors to earn through an hourly fee.
Check out the financial advisor's education, trainings, and other credentials. Make sure to ask him/her about these information to further verify his/her credibility.
Financial advisors offer advanced personal money management strategies and they often consult with people on the small aspects of managing cash flow and investments.