Areas served: Durham, Cary, Chapel Hill, Raleigh
Research Triangle Park professionals and affluent residents across Cary, Raleigh, and Durham seek financial planning expertise for wealth management and retirement.
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.
Left Tackle Advisors is a financial advisory firm based in Raleigh that provides comprehensive wealth management and financial planning services. They work with individuals and families to develop personalized strategies for retirement, investments, and overall financial goals. Their team of experienced advisors takes a consultative approach to help clients navigate complex financial decisions and build long-term wealth.
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.
Family Legacy Financial Solutions is a Cary-based financial advisory firm founded by uncle-nephew duo Todd Iglehart and Josh Stubbolo, specializing in personalized, family-centered financial planning. They offer comprehensive services including investment management, retirement planning, tax strategies, estate planning, budgeting, and risk management—all tailored to each family's unique goals rather than one-size-fits-all approaches. The firm has helped hundreds of Triangle professionals and families build investment plans, make confident spending decisions, and create lasting wealth for future generations.
Hicks & Associates Wealth Management is an independent financial advisory firm based in Cary, NC, specializing in comprehensive wealth management and financial planning for individuals and families. The firm provides personalized investment management, retirement planning, and strategic financial guidance tailored to each client's goals and circumstances. With a focus on building long-term client relationships, they combine professional expertise with a consultative approach to help clients navigate complex financial decisions.
Pendleton Financial is an independent financial advisory firm based in Raleigh that provides comprehensive wealth management and financial planning services. They work with individuals and families to develop personalized investment strategies, retirement planning, and long-term financial goals. Their experienced advisors take a consultative approach to help clients build and preserve wealth.
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.
Cerity Partners is a comprehensive wealth management firm serving high-net-worth individuals, families, business owners, and institutions from their Raleigh headquarters. They offer integrated financial planning, investment management, tax planning and preparation, estate and gift planning, insurance planning, and specialized services like business owner advisory, family office management, and cross-border financial planning. Their team of planning, tax, investment, and retirement plan specialists provides objective, goal-driven advice tailored to complex financial situations.
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.
Old Peak Finance is an independent financial advisory firm based in Chapel Hill that provides comprehensive wealth management and financial planning services to individuals and families. Their team of experienced advisors helps clients develop customized strategies for investment management, retirement planning, and overall financial goals. They focus on building long-term relationships and providing personalized guidance tailored to each client's unique circumstances.
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.
Olde Raleigh Financial Group is an employee-owned, fee-based financial advisory firm in Raleigh specializing in comprehensive wealth management for individuals and small business owners. They offer retirement planning, investment management, tax planning, 401(k) allocation, Social Security analysis, estate planning, insurance planning, and college funding strategies. Their independent, client-focused approach prioritizes your best interests without conflicts of interest, backed by an experienced team using technology-driven tools for clear communication and efficient plan management.
Capital Financial Advisory Group, founded by Pete D'Arruda (MRFC, RICP), is an independent fiduciary financial advisory firm specializing in comprehensive retirement planning, investment management, and wealth strategies for affluent clients. With over three decades of experience, they serve pre-retirees and retirees with $100,000+ in savings through personalized financial planning that addresses retirement income, tax optimization, estate planning, and risk management. Known for their transparent, client-focused approach and educational content, they operate multiple offices across the Southeast and are recognized for their commitment to clear communication and fiduciary standards.
Bowers Private Wealth Management is an independent financial planning firm in Raleigh specializing in small-business owners and equity-compensated IT and biotech professionals navigating the sandwich generation. Led by CFP® and CEPA® advisor Blaine Bowers, they provide comprehensive wealth management including retirement planning, tax strategy, and equity compensation guidance. Their approach emphasizes unbiased planning that allows entrepreneurs and executives to delegate complex financial decisions so they can focus on growing their businesses and living their best lives.
Thorough Financial Group is an independent financial advisory firm based in Raleigh that provides comprehensive wealth management, retirement planning, and investment management services to individuals and families. Their team of certified professionals takes a holistic approach to financial planning, helping clients build and preserve wealth through personalized strategies tailored to their unique goals and circumstances.
Compass Financial Group is an independent financial advisory firm in Raleigh serving individuals and families across North Carolina with comprehensive wealth management, retirement planning, and investment management. Led by experienced advisors, they focus on personalized financial strategies tailored to each client's unique goals and circumstances, emphasizing a collaborative approach to building and protecting long-term wealth.
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.
Capital Investment Companies is an independent financial advisory firm based in Raleigh with over 40 years of experience. They offer comprehensive investment management, financial planning, and wealth management services through their Ensemble Platform, which brings together a team of professionals to help clients manage their money on their own terms. The firm has remained independent and locally focused, prioritizing client relationships and ethical service over mergers and acquisitions.
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.
Lily Wealth Partners is an independent financial advisory firm in Raleigh specializing in personalized wealth management and financial planning for individuals and families. They provide comprehensive financial guidance including investment management, retirement planning, and strategic wealth strategies tailored to each client's unique goals and circumstances.
Testament Wealth Management is a locally-owned, fee-only financial advisory firm in Cary serving the Research Triangle region. They provide comprehensive financial planning including retirement planning, tax optimization, investment management, estate planning, employee stock options analysis, and insurance guidance—all built around personalized goals for business owners, high-earning professionals, and pre-retirees/retirees. As fiduciaries operating on a transparent fee-only model with no commissions, they emphasize tax-efficient strategies, collaborative relationships with CPAs and estate attorneys, and ongoing behavioral coaching.
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.
Turnpoint Wealth is an independent financial advisory firm in Raleigh specializing in personalized wealth management for high-net-worth individuals and families. They offer comprehensive financial planning, investment management, and retirement strategy services designed to help clients build and preserve wealth. With a focus on fiduciary-standard advice and personalized service, Turnpoint Wealth helps clients navigate complex financial decisions and work toward their long-term goals.
Blue Water Capital Management, LLC is a fee-only, independent financial advisory firm in Apex specializing in wealth management, retirement planning, and investment management. Founded on fiduciary principles, their team of CFP® professionals (with over 25 years of combined experience) serves clients in technology, legal, medical, and business ownership sectors. They charge no commissions, only transparent fees, and provide comprehensive financial planning including retirement funding, tax strategies, estate planning, and portfolio management through dedicated client portals.
Scott D Sorrell is a Raleigh-based financial advisor and CFP® professional offering comprehensive financial planning, investment management, retirement planning, and wealth preservation strategies. With multiple advanced certifications including Chartered Financial Consultant (ChFC®) and Accredited Investment Fiduciary (AIF®), Sorrell serves individuals and families seeking personalized guidance on complex financial matters including estate planning coordination, tax-efficient investing, and long-term wealth strategies.
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.
Johnaustin J Chapman is a CFP®, CPWA®, and CIMA® certified financial advisor at Edward Jones in Chapel Hill, specializing in wealth management for high-net-worth clients with $1,000,000+. He focuses on corporate executives, business owners, and entrepreneurs, offering services including employee stock options planning, wealth strategies, intergenerational planning, and inheritance guidance. Chapman brings advanced credentials and personalized financial planning to help clients build and preserve wealth across major life events.
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.
David Hellinger is an LPL Financial advisor in Cary specializing in comprehensive, goals-based financial planning rather than one-size-fits-all solutions. With over two decades of experience, he provides full-scale financial planning, asset management across multiple account types, and retirement and tax strategy services. He upholds the fiduciary standard, meaning he prioritizes clients' interests above his own, and is committed to explaining complex financial concepts in plain language to help clients understand their options.
Sherman Financial is an independent fee-only financial planning firm based in Chapel Hill that provides tailored financial advice on an hourly basis with no minimums. Founded on fiduciary principles, they serve clients across the United States and Americans living abroad, offering comprehensive financial planning without commissions, sales fees, or asset-under-management charges. Their approach focuses solely on client needs and helping individuals reach their financial goals through transparent, fair pricing.
Stonegate Financial is an independent financial advisory firm located in Cary, NC, serving clients throughout the Research Triangle and beyond. They provide comprehensive financial planning and investment management services tailored to help clients build and preserve wealth. With a focus on personalized service and long-term financial strategy, Stonegate Financial works with individuals and families to achieve their financial goals.
Green Harbor Capital is a real estate financing advisory firm serving the Southeast, specializing in construction financing, land bank financing, and value-add funding solutions. The team leverages an extensive network of capital sources to provide tailored financial solutions and expert guidance for real estate investors and developers. They focus on building lasting client relationships through transparent processes and favorable terms.
Glenwood Financial Partners, LLC is an independent financial advisory firm based in Raleigh specializing in comprehensive financial planning and investment management. The firm works with individuals and families to develop personalized strategies for wealth building, retirement planning, and long-term financial goals. Their consultative approach focuses on understanding each client's unique situation to provide tailored financial guidance.