Master Plan Wealth Management
“My Financial Planner Phil Royal provides me with excellent service and has allowed me to meet my financial goals without taking undue risk.”
Best Financial Advisors in Chapel Hill, NC
19 firms listed · all 19 in Chapel Hill · 1 open weekends · 9 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Old Peak Finance
“I do not feel like they treat clients like another "house" or "consumer" account and are pressured to upsell like big box advisor companies.”
Sherman Financial
“Not only does Chris provide full service financial management, he offers wisdom and insight that allows you to make the best decisions for your situation to achieve your financial goals.”
Zenith Retirement Planning
“We have found his coaching and explanations of the various investment options at our disposal to be clear, concise, and easily understandable.”
Maze Financial Planning
Amphora Wealth Management
The 19 firms listed for Chapel Hill, NC provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Chapel Hill, NC
All 19 firms we list here are in Chapel Hill itself. We have 20 firms in Chapel Hill on file; this page shows the highest-rated 19. 9 of the firms on this page have a rating, from 4.7 to 5.0 across 57 reviews. 1 is open on weekends. 1 shows a license on its website; 1 lists staff certifications (CFP) and 5 have a BBB rating of A or A+. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 19 of the firms on this page; 16 publish a contact page; 15 list a public email and 2 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Chapel Hill take financial planning bookings online?
2 of the 19 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Woodward Financial Advisors
“Exquisitely knowledgeable, wonderful communicators, and compassionate human beings, the Woodward team proved themselves more than worthy of my parents' trust and confidence...”
Absher Wealth Management
“Absher Wealth Management sat down with me in 2014 asking where I wanted to be in 10 years which would be my retirement target age.”
East Franklin Capital
“I highly endorse East Franklin Capital for anyone who wants to see their money grow while avoiding the sting of wild swings in markets.”
Franklin Street Partners
Eton Advisors Wealth Management
Carolina Wealth Partners
“Not only does he understand the market, and the best approach for investing to make money, he understands and cares about each, individual, situation.”
Hamilton Point Investment Advisors
Olympic Golden Retirements
MMC Financial Group
Pisces Financial Advisors
Adolos
The Jester Group at Baird
Delegate Advisors
Why these companies made our list
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