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 Durham, 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 Durham, NC Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Joyner Edmundson
CFP®, CFA, CPA
Salem Investment Counselors
Durham, NC
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Tax Planning, Estate Planning, College Education Planning
Experienced Fee-Only financial planner and investment advisor located in Winston-Salem, NC, serving clients locally and across the country
Isaac Allen
MBA, CFP®
Stalwart Financial Planning
Durham, NC
Specialties: Comprehensive Financial Planning, Retirement Planning & Projections, Tax Planning, Investment Management, Allocation & Security Selection, Insurance Analysis, Estate Planning, Educational Funding, Long-term Care Planning
Fee-Only financial planner offering robust advice for the IFs of life. Offices in Durham and Fayetteville, NC, serving clients locally and across the country.
Justin Porter
CFP®, CPA, PFS, JD
Porter Wealth Management, LLC
Durham, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Charitable Planning
Specialized in retirement distribution planning, tax minimization, and estate planning strategies to maximize the wealth you have worked so hard to create
Nick Faulkner
CFP®
Testament Wealth Management
Cary, NC
Specialties: Investment Management, Retirement Income Planning, Tax Planning, Broad Scope Financial Planning, College Education Planning, Estate Planning, Employee Stock Options, Insurance and Risk Management Review
As a fee-only financial planner, I specialize in helping business owners, working professionals, and those approaching retirement, plan for the future and achieve their goals.
Chuck Clifton
CFP®, CDFA®, MBA
Sycamore Financial Planning
Durham, NC
Specialties: Comprehensive Financial Planning, Investment Management, Divorce Financial Planning, Socially Responsible Investing, Long Term Care & CCRC Planning
Our Mission: Sycamore seeks to provide affordable, objective, high-quality financial advice to all who seek it.
Tim Hicks
CFP®
Hicks Financial Partners, LLC
Durham, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in North and South Carolina, serving clients locally and across the country.
Marcus Fryar
CFP®, ChFC®, SE-AWMA™, CRPC™
Fryar Financial LLC
Durham, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
The most valuable thing we do for our clients is to optimize their cash flow in retirement to offset rising taxes, market loss and inflation. Our strategies are effective no matter what direction the market is moving.
Joseph Marques
CFP®
Bolin Creek Wealth Advisors LLC
Chapel Hill, NC
Specialties: Hourly Financial Planning, 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 planner offering both hourly and ongoing investment management services. Located in Chapel Hill, NC, serving clients locally and across the country.
Edward Fulbright
CPA/PFS
Fulbright Financial Consulting, PA
Durham, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Tax Preparation Fed & States
Fee-Only Financial Advisor serving the Raleigh Durham, NC area.
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
Kelly Jennings is a Chapel Hill, NC-based CFP® and CDAA™ who works with pre-retirees locally and across the country.
Jeff Stewart
CFP®, CRPC®, CSLP®, BFA®
Lucid Wealth Planning LLC
Wake Forest, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Student Loan Analysis, Tax Planning, Socially Responsible & ESG Investing
Fee-Only financial planner located in Raleigh, NC, serving clients locally and across the country
Josh Holland
CFP®
Sycamore Financial Planning
Durham, NC
Specialties: Comprehensive Financial Planning, Investment Management, Divorce Financial Planning, Socially Responsible Investing, Long Term Care & CCRC Planning
Our Mission: Sycamore seeks to provide affordable, objective, high-quality financial advice to all who seek it.
Travis Tracy
CFP®, EA
Fortitude Financial Planning
Raleigh, NC
Specialties: Tax Planning, Comprehensive Financial Planning, Investment Management, Restricted Stock Options, Incentive Stock Options, Non-qualified Stock Options, Tax Preparation
Flat Fee and Tax Focused - We specialize in comprehensive financial planning, investment management, and tax preparation for tech professionals, business owners, healthcare professionals, and retirees.
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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)
