What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Chapel Hill, NC area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Chapel Hill, NC Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Austin Brown
CFP®
Bolin Creek Wealth Advisors LLC
Chapel Hill, NC
Specialties: Wealth Management, Project-Based Financial Planning, Retirement Income Planning, College Education Planning, Tax Planning & Strategies, Employee Benefits Analysis, Investment Management, Charitable & Personal Gifting, Risk Management Planning & Insurance Review, Estate Planning
Fee-Only financial planner located in Chapel Hill, NC, serving clients locally and across the country
Jason Branning
CFP®, RICP®
Branning Wealth Management
Chapel Hill, NC
Specialties: Modern Retirement Theory, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Retirement Planning for Any Stage - Plan Smarter | Maximize Resources | Preserve Your Legacy - Offices in Jackson, MS and Raleigh, NC
Kelly Jennings
CFP®, CDAA™
Branning Wealth Management
Chapel Hill, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Cryptocurrency
Retirement Planning for Any Stage - Plan Smarter | Maximize Resources | Preserve Your Legacy - Offices in Jackson, MS and Raleigh, NC
Travis Tracy
CFP®, EA
Fortitude Financial Planning
Raleigh, NC
Specialties: Employee Stock Options, Tax Planning, Cash flow / Budgeting, Debt Management, College Education Planning, Insurance Reviews, Comprehensive Financial Planning, Investment Management
Take control of your finances with a fee-only financial planner located in Raleigh, NC, serving those with equity compensation, advanced tax planning needs, and business owners locally and across the country
Johnson Rhett
CFP®, ChFC®
Branning Wealth Management
Chapel Hill, NC
Specialties: Comprehensive Financial Planning, Financial Advisory, Investment Management, Tax Planning, Budgeting, Retirement Income Planning, Debt Reduction
Providing practical financial advice for millennials and those starting out in their working careers. Offices in Jackson, MS and Raleigh, NC
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
