Best Financial Advisors in Durham, North Carolina

Peace of Mind Wealth Management is a fee-only financial advisory firm in Raleigh serving pre-retirees and retirees throughout the Raleigh and Durham/Chapel Hill areas. Led by advisors Radon Stancil and Murs Tariq, the firm takes a comprehensive approach to retirement planning that goes beyond investments to address taxes, estate planning, healthcare, and income strategy through their trademarked Peace of Mind Pathway™. Their integrated, transparent fee structure eliminates the need for multiple financial professionals and is designed specifically for clients seeking clarity and confidence in retirement.

Steward Wealth Strategies is an independent financial advisory firm serving Raleigh and the surrounding Triangle area. They provide comprehensive wealth management, retirement planning, investment management, and financial planning services tailored to individuals and families. The firm is committed to fiduciary standards, putting client interests first in all recommendations.

BSG Advisers is a fiduciary-based financial advisory firm serving working professionals, business owners, and retirees in the Cary and Apex area. Founded on the principle of speaking 'human' without jargon, they offer comprehensive financial planning, investment management, retirement planning, tax strategies, and business financial guidance. With over 30 years of combined experience and a fee-only model that eliminates conflicts of interest, BSG Advisers builds long-term client relationships through transparent, relationship-driven advice tailored to each person's unique goals.

Hilltop Wealth Advisors is a fee-only fiduciary financial planning and investment management firm serving high-net-worth individuals and families in Chapel Hill. They provide integrated wealth management, comprehensive financial planning, investment management, and specialized services for executives including equity compensation analysis and 401(k) strategies. Their approach emphasizes personal relationships, alignment with client values, and coordination with other professionals like accountants and estate attorneys.

Bryan L Piccirillo is a CFP®-certified financial advisor at Edward Jones in Durham, NC, specializing in retirement income strategies, wealth management, estate planning, and business exit planning for entrepreneurs. With credentials including CFP®, CEPA® (Certified Exit Planning Advisor), and AAMS® (Accredited Asset Management Specialist), Bryan works with business owners, new investors, and individuals seeking comprehensive financial strategies including charitable giving guidance. Edward Jones provides personalized investment management, retirement planning, and wealth preservation services with a focus on long-term relationships and life-stage planning.

Cardinal Hill Wealth Management is an independent financial advisory firm in Cary specializing in comprehensive wealth planning, investment management, and retirement strategy for individuals and families. Led by experienced advisors, they provide personalized financial guidance designed to help clients build and protect their wealth through customized investment portfolios and long-term planning strategies.

Trevor Lawson is a CFP®-certified financial advisor in Raleigh specializing in comprehensive financial planning, retirement strategy, investment management, and wealth preservation. With credentials including AIF®, ChFC®, CDFA®, and others, he helps individuals and families align their finances with their life goals through personalized planning and ongoing advisory relationships.

Ark Royal Wealth Management is a fee-only financial advisory firm founded by Mike Palmer, serving clients in Raleigh and Charlotte with comprehensive wealth management, investment management, retirement planning, and employee benefit analysis. As fiduciaries, they prioritize clients' interests first and take a holistic approach to financial planning—helping clients align their assets with their life goals, not just portfolio performance. They specialize in complex financial matters and are known for their personalized, detailed guidance and long-term client relationships.

Raleigh Wealth Solutions is a financial planning firm based in Cary, NC, specializing in retirement planning and comprehensive financial strategy for individuals and families. Led by Brian Raleigh, the firm offers complimentary second opinion services to evaluate your current financial situation and create custom strategies aligned with your retirement goals. They focus on tax-efficient planning, investment management, and community involvement.

Vesta Wealth Advisors is a Raleigh-based financial planning and advisory firm led by women advisors Kate Anders, Elaine Jolley, and Mary Norton. They provide comprehensive financial planning, investment management, insurance products (life insurance and annuities), and ongoing advisory services with a focus on inclusivity and personalized guidance. The firm is committed to serving all clients with integrity and transparency, particularly those historically underserved by the financial services industry.

Alex G Nelson is a CFP® and Certified Kingdom Advisor® at Edward Jones in Durham, NC, specializing in comprehensive financial planning for corporate executives, entrepreneurs, and business owners. He offers wealth management, retirement planning, estate and legacy strategies, business retirement plans, and charitable giving guidance for clients with $500,000 or more to invest. Alex brings dual certifications and a focus on personalized financial strategies tailored to complex financial situations.

Financial Symmetry is an independent, employee-owned financial advisory firm in the Triangle area serving clients since 2001. They provide comprehensive fee-only, fiduciary financial planning and investment management, including retirement planning, tax planning, social security analysis, college planning, 401(k) allocation, and estate planning. With 13 CFP® professionals managing $1.2B in assets, they focus on helping busy professionals, those planning retirement, and clients experiencing major life changes reach their financial goals.

Hunter Street Investment Advisors is an independent financial advisory firm serving the Apex and Triangle area with personalized investment management and financial planning services. The firm works with individuals and families to develop comprehensive strategies aligned with their long-term goals, offering a consultative approach to wealth management and retirement planning.

Triangle Financial Strategies, led by Sean Ruehl, specializes in comprehensive college and retirement income planning for clients in the Durham area. They help clients protect against running out of money, manage inflation, minimize market volatility, and optimize tax efficiency in retirement through personalized financial strategies. Their services include retirement income planning, college planning, and Social Security exploration, with a transparent, relationship-focused approach that guides clients from initial discovery through ongoing implementation and monitoring.

Allworth Financial is an independent financial advisory firm serving the Durham area with comprehensive wealth management and financial planning services. Their team of certified advisors helps clients build and protect their wealth through personalized investment strategies, retirement planning, and holistic financial guidance. They focus on understanding each client's unique goals and delivering tailored solutions rather than one-size-fits-all approaches.

Valley Peak Financial, LLC is an independent financial advisory firm based in Durham, NC, serving clients throughout the region with personalized financial planning and wealth management services. The firm helps individuals and families develop comprehensive strategies for retirement, investments, and long-term financial goals. Their consultative approach focuses on understanding each client's unique situation to deliver tailored financial solutions.

Woodward Financial Advisors is a fiduciary wealth management firm in Chapel Hill that provides ongoing financial planning and investment management services. Founded on the principle of building relationships with clients rather than just managing their assets, they help individuals achieve their personal definition of financial success through comprehensive advisory services. The firm specializes in guiding clients through life's most important financial decisions with a focus on long-term security and confidence.

Tyler J Dean is a Financial Advisor at Edward Jones in Cary, NC, specializing in wealth strategies, retirement income planning, and business financial services for entrepreneurs and business owners. With credentials as a Certified Exit Planning Advisor® (CEPA®) and Chartered Retirement Plans Specialist™ (CRPS™), Tyler provides comprehensive financial guidance including business retirement plans, employee stock options, intergenerational planning, and wealth management strategies tailored to clients' specific financial goals.

Lily Wealth Partners is an independent financial advisory firm in Durham specializing in comprehensive wealth management and financial planning for individuals and families. They provide personalized investment management, retirement planning, and strategic financial guidance to help clients build and preserve wealth. Their team takes a consultative approach to understanding each client's unique goals and circumstances.

Absher Wealth Management is a fee-only, fiduciary Registered Investment Adviser (RIA) founded by Michael F. Absher Jr. (CIMA®, CPWA®) serving clients in Chapel Hill and the surrounding Triangle area. They provide personalized wealth management, investment management, and comprehensive financial planning grounded in fundamental stock research and a margin-of-safety philosophy—clients own their stocks directly while the firm manages them with no commissions or hidden incentives. Their boutique approach focuses on long-term wealth building aligned with each client's retirement, estate, and life goals.

Rosewood Wealth Management is a Durham-based financial planning firm specializing in retirement planning, legacy planning, and tax preparation services. With over 20 years of experience, they offer personalized financial strategies, tax preparation, bookkeeping, and QuickBooks training designed to reduce financial stress and help clients achieve long-term goals. Their approach focuses on understanding your unique lifestyle and adapting strategies as your circumstances change.

Gordon Asset Management, LLC is a financial advisory firm based in Durham serving clients across North Carolina. They provide comprehensive wealth management and financial planning services to help individuals and families build and preserve their assets. With a focus on personalized consultation, they work with clients to develop customized financial strategies.

Craige Summers is a CFP®-certified financial advisor at Edward Jones in Durham, specializing in retirement planning, estate and legacy strategies, intergenerational planning, retirement income strategies, and charitable giving. With an MBA and multiple professional certifications (CFP®, ChFC®, CLU®), Craige works with clients to develop comprehensive financial strategies tailored to major life events and long-term goals. His team, including Associate Financial Advisor Morgan Thrasher and Sr. Branch Office Administrator Nelissa Salvador, provides personalized service through in-person meetings, phone consultations, web conferencing, and evening/weekend availability.

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.

Collins Financial Advisors, operating under Raymond James, provides comprehensive financial planning and investment management services to clients in Durham and surrounding areas. The firm offers personalized wealth management, retirement planning, and investment advisory services designed to help clients build and preserve their financial futures. As a Raymond James affiliate, they combine local expertise with access to institutional resources and research.

Onyx Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) in Durham that provides comprehensive investment advice and holistic financial planning tailored to each client's unique needs. As fiduciaries, they are legally obligated to prioritize client interests above their own, and they specialize in applying time-tested principles to create, grow, and protect wealth without selling products or earning commissions. They offer both in-person and virtual meetings, focusing on client education and partnership throughout the financial planning process.

Wells Fargo Advisors in Durham provides comprehensive financial advisory services including investment management, retirement planning, and wealth management strategies. As part of the Wells Fargo wealth management division, they serve individual and business clients seeking professional guidance on building and protecting their financial futures.

Morgan Stanley Financial Advisors in Chapel Hill provides comprehensive financial advisory services including investment management, retirement planning, and wealth management strategies. As part of the globally recognized Morgan Stanley firm, their advisors offer personalized financial guidance to help clients build and preserve wealth across various life stages and financial goals.

Kelly Wealth Management Group is a financial advisory firm based in Durham serving clients across North Carolina with comprehensive wealth management, investment planning, and financial consulting services. Operating under the Raymond James platform, the firm provides personalized guidance to help clients build and preserve wealth through strategic investment management and financial planning tailored to individual goals and circumstances.

Derek J Parrish is a CFP®-certified financial advisor with Edward Jones in Durham, offering personalized investment management, retirement planning, and comprehensive financial guidance. With credentials including CEPA® and AAMS®, Derek works with individuals and families to build customized financial strategies tailored to their goals and life circumstances.

Paul Terrey is a financial advisor with Ameriprise Financial Services in Durham, NC, offering comprehensive financial planning and investment management services. With Ameriprise's resources and expertise, he helps clients build and protect their wealth through personalized financial strategies tailored to individual goals and life circumstances.