Financial Advisors
Durham, NC
Personal Path Financial Planning is an independent financial advisory firm based in Durham specializing in comprehensive financial planning and investment management. They work with clients to develop personalized strategies for wealth building, retirement planning, and long-term financial goals. Located in downtown Durham, they offer fee-based advisory services focused on fiduciary principles and client-centered planning.
Ideal for: Professionals seeking comprehensive financial planning, individuals planning for retirement, high-net-worth individuals wanting fee-transparent advisory services
Service area: Durham, NC and surrounding Triangle area
Fee-Based Fiduciary Model: Personal Path Financial Planning operates on a fee-only basis, meaning they are compensated directly by clients rather than through commissions, ensuring alignment of interests and transparent pricing.
Comprehensive Financial Planning: The firm provides full-spectrum financial planning services including retirement planning, investment management, and goal-based wealth strategy—not just product sales.
Address: WeWork, 110 Corcoran St 5th Floor, Durham, NC 27701
Phone: (919) 797-9343
Website: personalpathfp.com
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