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Master Plan Wealth Management

(1)

Financial Planning, Pension Plans, Investment Management

“My Financial Planner Phil Royal provides me with excellent service and has allowed me to meet my financial goals without taking undue risk.”

Featured

IRS announces 2024 Retirement Plan contribution cost-of-living increases. Feel free to contact us regarding how you may be able to contribute up to $76,500 to your company retirement plan in 2024. If you participate in a high deductible health plan, try to contribute up to the max to your HSA account, since its triple-tax free when distributions are made for qualified healthcare expenses any time during your lifetime. It's even better than a tax-free Roth account!

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Sherman Financial

(3)

Financial Planning, Resources, Pricing

“For example: he knows where and how to drive better business results through advertising / promotions with some basic numbers, but his experience translated to 'give it a try' and expect 'xy%' type of returns.”

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Maze Financial Planning

Wealth Management, Legacy and Estate Planning, Charitable Giving

“We'll design an evidence-based portfolio, then implement it. Monitor your investments, rebalance as needed and take advantage of tax loss harvesting opportunities.”

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Rose Group, Cpas

(3)

Tax Preparation, Online Tax Filing, Audits and Reviews

“We never have any doubt that she will get our returns done in a timely manner, looking out for our best interests and is reasonably priced.”

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Zenith Retirement Planning

(5)

Questions
Tax
Email

“Furthermore, as our investments grew over time as well as our tax liability, when we tried to find out whether or not our investments would be better put elsewhere, it was difficult to decide because they were all different, and with different adviso...”

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Msoc Health | A Coronis Health Company

(1)

“There is no doubt that his leadership traits, business acumen, and interpersonal skills separate him from other healthcare consultants.”

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Old Peak Finance

(1)

“I do not feel like they treat clients like another "house" or "consumer" account and are pressured to upsell like big box advisor companies.”

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Amphora Wealth Management

“Advising athletes since 1995, Eric intimately knows the specific needs of this unique group. What he has found is that athletes need to make long-term decisions earlier than most other affluent folks. Athletes have a condensed time period in which th...”

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Hilltop Wealth Advisors

(4)

“We left feeling optimistic about our investments and in the decisions he makes for the long haul!”

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East Franklin Capital

(1)

“I highly endorse East Franklin Capital for anyone who wants to see their money grow while avoiding the sting of wild swings in markets.”

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Absher Wealth Management

(1)

“We have been so pleased with how Absher Management has grown our money.”

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Absher Wealth Management

“Do you dream about traveling to new places? Chasing around with kids and grandkids? Starting a new hobby, learning to play music, taking some intriguing classes at a nearby college? Maybe just kicking back and enjoying a life well lived? The first qu...”

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Eton Advisors Wealth Management

“Eton employs an open architecture approach to investment management whereby Eton serves as the “manager of managers” for its clients' portfolios. Eton favors a passive tilt for efficient asset classes (such as large cap equity) where net outperforman...”

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Franklin Street Partners

“Franklin Street Advisors, Inc., is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply any level of skill or training. Additional information about the advisory...”

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Carolina Wealth Partners

(1)

Retirement Planning, Insurance Coverage & Employee Benefits, Estate Planning

“Not only does he understand the market, and the best approach for investing to make money, he understands and cares about each, individual, situation.”

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Woodward Financial Advisors

(2)

“Exquisitely knowledgeable, wonderful communicators, and compassionate human beings, the Woodward team proved themselves more than worthy of my parents' trust and confidence...”

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Hamilton Point Investment Advisors

“We believe clients deserve to work with an independent, fiduciary advisor who can explain what is owned in their investment portfolios and why they own it. This not only helps them meet investment objectives in a transparent manner, but also helps gi...”

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Olympic Golden Retirements

Life Insurance, Guaranteed Income, Tax Bill Calculator

“In our years in the industry, we've observed that many other advisors' preferred interaction with their clients is to keep them on a “need to know” basis. For example, while many individuals may know the balance of their accounts, and how much they'r...”

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MMC Financial Group

Financial Planning

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The Jester Group at Baird

“Baird Financial Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdic...”

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Anchor Wealth Management

“We are dedicated to providing investment management and strategic wealth planning to our clients. Simply put, we strive to be our client's trusted advisor. As a financial services firm, our primary focus is to provide independent opinions that are de...”

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Michael C. Whitman, Mba, CFP

“I have been in the financial industry since 2009. I started in risk management (yes that means insurance agent). I quickly went from insurance agent to annuity sales to financial advisor. The one thing that never changed is my love for technology and...”

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Adolos

“Built upon uncompromising trust, financial expertise and foundational integrity, we serve our families through a lens of true independence and transparency. We are agnostic to the financial institutions and products used to achieve your family's goal...”

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Stearns Financial Group

“Stearns Financial is an investment management firm that understands wealth management is more than protecting and growing your wealth – it is a vehicle to help you achieve your life goals. We can help you clarify and implement your goals, so you get ...”

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Average Cost	$3254
Minimum cost	$1085
Maximum cost	$9217
Avg Per Hour Rates	$326

Best Financial Advisors in Chapel Hill, NC

The highest-rated Financial Planning & Wealth Management companies out of 172 vetted & reviewed in the Chapel Hill area.

Master Plan Wealth Management

Sherman Financial

Maze Financial Planning

Rose Group, Cpas

Zenith Retirement Planning

Msoc Health | A Coronis Health Company

Old Peak Finance

Amphora Wealth Management

Hilltop Wealth Advisors

East Franklin Capital

Absher Wealth Management

Absher Wealth Management

Eton Advisors Wealth Management

Franklin Street Partners

Carolina Wealth Partners

Woodward Financial Advisors

Hamilton Point Investment Advisors

Olympic Golden Retirements

MMC Financial Group

The Jester Group at Baird

Anchor Wealth Management

Michael C. Whitman, Mba, CFP

Adolos

Stearns Financial Group

Retirement Planning and Investment Management Services in Chapel Hill, NC Cost Estimates

Why these companies made our list

Wealth Management Advisors near Chapel Hill

Popular in Chapel Hill