Hicks Financial Partners
An office of Garrett Investment Advisors
Fee-Only financial planner with offices located in Southern Pines, Cary and Durham North Carolina
Tim Hicks is a fee-only financial planner. Hicks Financial Partners provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Tim Hicks is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
My life experiences are a big part of what I bring to your table. I earned a Computer Engineering degree from North Carolina State University in 1999 and for 15 years worked as a Software Engineer and Software Architect for Fortune 500 companies. However, my interest was always in helping others and truly making a difference in their lives. I was not initially sure how to enter the Financial Services industry and act only as a Fiduciary but that was my one and only goal. I am delighted to be part of Garrett Investment Advisors and Garrett Planning Network where our one and only focus is to act in the best interest of our clients at all times and serve as a Fiduciary. In my opinion, that is the way it should always be when helping other with their finances but unfortunately many times that is not the case.
I have earned three designations: Certified Financial Planner (CFP), Retirement Income Certified Professional (RICP) and Certified Kingdom Advisor (CKA). I am also a member of the National Association of Personal Financial Advisors (NAFPA) and Garrett Planning Network.
I live in Southern Pines, NC with my wife and three kids. We love to spend time as a family at our beach house in Sunset Beach, NC and participate in sports activities and serve in our local church.
Tim Hicks is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
I started Hicks Financial Partners, an office of Garrett Investment Advisors, in order to provide fiduciary, fee-only, time-based financial planning and investment management to real people.
At Hicks Financial Partners, we want to discover what is important to you and see your vision of where you want to go with your money and provide you with the planning to get there.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Tim Hicks, CFP® is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Tim Hicks, CFP® is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Tim Hicks
225 N. Bennett Street
Southern Pines, NC 28387
1000 Centre Green Way
Cary, NC 27513
555 S Magnum Street
Durham, NC 27701