Durham, NC

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Durham, NC
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Best Financial Advisors in Durham, NC

The highest-rated Financial Planning & Wealth Management companies out of 173 vetted & reviewed in the Durham area.

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Aradhana Aggarwal CPA

Aradhana Aggarwal CPA

(39)
  • Understand
  • Country
  • Tax Preparation
“She work side by side with me and we got the situation taken care of in a short period of time which relieved me of a lot of stress and sleepless nights.”
In Business Since 2018
2530 Meridian Pkwy 3rd Floor, Durham, NC
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Paul Scheible, CPA

Paul Scheible, CPA

(48)
  • Refund
  • Season
  • Work
“He really pays attention to details and has been really patient with a tax newbie + foreign national like me - everything's fully and clearly explained.”
In Business Since 2008
3400 Croasdaile Dr STE 203, Durham, NC
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Gordon Asset Management

Gordon Asset Management

(1)
“I have worked with Gordon Asset Management for over twenty years, initially with mutual client, then as a client myself, and as a business owner for our own retirement plan.”
In Business Since 2006
Licensed, BBB Rating: A+
4721 Emperor Blvd Suite 250, Durham, NC
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Fulbright & Fulbright, Cpa, PA

Fulbright & Fulbright, Cpa, PA

“We work with smart people who are seeking financial independence. Whether you have a MD, Ph.D, Masters or a Ph.D in Common Sense we are interested in serving as your advisors. Business Owners, Professionals and Retirees are our clients who have empow...”
In Business Since 1988
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
5302 NC-55 #104, Durham, NC
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CFO Relief

CFO Relief

Financing, Human Resources, Planning
“CFO Relief provides part-time CFO and part-time Controller services for software, service, manufacturing, internet-only and technology companies. These services are also called fractional CFO services and fractional Controller services. We work with ...”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2012
Licensed, BBB Rating: A+
1404 Horne Creek Dr, Durham, NC
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Scharl & Associates

Scharl & Associates

In Business Since 1989
Licensed, BBB Rating: A+
5836 Fayetteville Rd # 104, Durham, NC
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Elefante Financial Services

Elefante Financial Services

Financial Planning With Your Future in Mind, Products and Services
“At Elefante Financial Services, our client engagements take on a “planning first” approach. We believe that planning is the cornerstone of successful client relationships and is essential to understanding your goals and helping you take control of yo...”
In Business Since 2009
Licensed, BBB Rating: A+
Free Initial Consultation
1502 NC-54, Durham, NC
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Fryar Financial

Fryar Financial

(2)
Risk Management, Financial Planning, Investment Management
“He is prompt to answer questions and give insight.”
In Business Since 2015
3200 Croasdaile Dr Suite 105, Durham, NC
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Clarktax & Business Solutions

Clarktax & Business Solutions

(1)
“Very thorough and asked the right questions Positive Responsiveness, Quality, Professionalism, Value”
In Business Since 2016
Free Initial Consultation
1530 N Gregson St, Durham, NC
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Personal Path Financial Planning

Personal Path Financial Planning

(2)
“We've only just had an introductory meeting, but I'm looking forward to beginning a long-term relationship with her in order to reach my personal financial goals.”
In Business Since 2017
WeWork, 110 Corcoran St 5th Floor, Durham, NC
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Valley Peak Financial

Valley Peak Financial

(1)
“We meet on a regular basis and he has helped me develop a monthly, 3 month, 6 month and a year long plan to help me become completely debt free.”
In Business Since 2022
3616 Shannon Rd Suite 101, Durham, NC
Featured

Wishing all of our clients and followers a very Merry Christmas and a happy holiday season! We hope that you get to spend time with loved ones, relax and recharge, and enjoy all the joys the season brings. As we look back on this past year, we are grateful for your trust and partnership in helping you reach your financial goals. Here's to a healthy and prosperous new year!

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Rosewood Wealth Management

Rosewood Wealth Management

(1)
“In the past few years, we went through financial crisis due to serious health conditions (cancer and a debilitating neurological condition) and joblessness.”
In Business Since 2017
5107 Southpark Dr suite 201-b, Durham, NC
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Tucker Bria Wealth Strategies

Tucker Bria Wealth Strategies

Risk Management, Accumulation, Estate Planning
“Tucker Bria understands that your financial needs evolve over time. That's why we work both with clients who are building their financial foundation as well as those who need to safeguard the wealth that they've built. Either way, our tailored strate...”
In Business Since 2017
Licensed, BBB Rating: A+
3100 Tower Blvd, Durham, NC
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MKS Wealth Management

MKS Wealth Management

“MKS Wealth Management was created to offer clients objective, independent financial advice. Understanding investment return potential, as well as risks and taxation as applied to your goals and needs, is crucial to your success. We use a variety of r...”
In Business Since 2014
Licensed, BBB Rating: A+
Accepts Cash
3710 University Dr # 130, Durham, NC
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The Potter Financial Group

The Potter Financial Group

For Caregivers, Physicians, Wealth Management
“Riskalyze technology allows us to determine, as accurately as possible, a risk number that determines how much risk you are truly comfortable based on your answers to five simple but vital questions. By aligning your portfolio with a risk tolerance n...”
In Business Since 2002
Transparent Fees & Pricing
1816 Front St Suite 220, Durham, NC
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Gaulden & Associates Wealth Management

Gaulden & Associates Wealth Management

Financial Planning, Investment Management
“We hold high standards for ourselves, and we meet those standards with sharp focus and diligent review of our work. Our firm emphasizes learning from a variety of sources and industries, seeking feedback, and welcoming independent views. We believe t...”
In Business Since 2020
2525 Meridian Pkwy Ste 60, Durham, NC
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Pragmatic Portfolios

Pragmatic Portfolios

“Pragmatic Portfolios, LLC is a fee-only Registered Investment Adviser in Durham, North Carolina that provides practical, unbiased advice to assist clients in reaching their long term financial goals. Currently I'm not taking on additional clients, th...”
In Business Since 2009
Transparent Fees & Pricing
1530 N Gregson St Suite 2G, Durham, NC
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Expert Consulting Credit Repair

Expert Consulting Credit Repair

(1)
“Professional, courteous and smart.”
3209 Guess Rd #206, Durham, NC
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Arjuna Capital

Arjuna Capital

“Arjuna Capital offers fossil-fuel-free, performance-oriented impact investing across all four quadrants of sustainable investing. We are a one-stop shop with a full array of debt and equity offerings in both public and private markets. In addition to...”
In Business Since 2012
353 W Main St, Durham, NC
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Black Wall Street Investments

Black Wall Street Investments

800 Park Offices Dr, Durham, NC
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Baker Wealth Advisors

Baker Wealth Advisors

“Along with challenges, the market also brings new opportunities – you just have to know where to look and when to take action. Over the years, we've helped clients navigate through challenging times with purpose and confidence toward their financial ...”
In Business Since 1998
2828 Pickett Rd Suite 100, Durham, NC
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Arthur M. Pappas, MBA

Arthur M. Pappas, MBA

“For 30 years Pappas Capital has been investing in and building innovative companies that are developing the next generation of life science products and technologies. We've invested in more than 90 companies across the United States, Canada and Asia ...”
In Business Since 2014
2520 Meridian Pkwy Suite 400, Durham, NC
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Pinafore Wealth Counsel

Pinafore Wealth Counsel

“Pinafore works closely with your other trusted advisors to develop creative, customized solutions that align with your core values, your most important life goals, and financial resources to create an enriched life.”
In Business Since 2014
3622 Lyckan Pkwy #3004, Durham, NC
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Integrated Wealthcare

Integrated Wealthcare

“Below you will learn about our innovative approach, the type of experience we deliver as you move through all the stages of your medical career, and a team of professionals here to support you.”
In Business Since 2011
3100 Tower Blvd Suite 1660, Durham, NC
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Retirement Planning and Investment Management Services in Durham, NC Cost Estimates

Minimum cost
$1230
Maximum cost
$10449
National Average
$3688
Avg Per Hour Rates
$369
$2459
$6761
Fair price range is based on 509 cost profiles
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Average Cost $3688
Minimum cost $1230
Maximum cost $10449
Avg Per Hour Rates $369

Fair range $2459 to $6761 is based on 509 cost profiles.

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Wealth Management Advisors near Durham

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