Financial Advising in Durham, North Carolina

37 found · ← All categories in Durham

Updated October 31, 2026

Edward Jones

Financial Advising

Chapel Hill, NC

Edward Jones’s Nick Bodnar is a CFP® in Chapel Hill focusing on retirement, estate, wealth, divorce, and corporate executive finances.

  • retirement income strategy planning
  • estate and legacy strategy planning
  • wealth strategy planning

Edward Jones

Financial Advising

Durham, NC

Oak Crest Wealth Management offers customized financial, retirement, estate, and asset-management planning through offices in Arkansas and Oklahoma.

  • retirement income planning
  • college savings and 529 plan planning
  • business succession and exit strategy planning

Fryar Financial Llc

Financial Advising

Durham, NC

Fryar Financial is led by a CFP® professional and operates as a fee-only, full-time fiduciary for successful families.

  • pre-retirees planning retirement income
  • retirees managing taxes, longevity, healthcare, and market risks
  • single women seeking comprehensive financial planning

Hilltop Wealth Advisors

Financial Advising

Chapel Hill, NC

Hilltop Wealth Advisors provides fee-only fiduciary planning and investment management for individuals and families with $1 million or more in investable assets.

  • Individuals and families with portfolios above $1 million
  • Executives at Cisco, Duke Energy, Duke Health, Duke University, Google, GSK, IBM, IQVIA, or SAS
  • Executives managing 401(k) plans, restricted stock, employee purchase plans, or concentrated equity

Lily Wealth Partners

Financial Advising

Durham, NC

Lily Wealth Partners provides CFP®-led retirement, estate, insurance, and investment planning for Raleigh, Durham, and Cary families, women, and small business owners.

  • retirement planning for families
  • financial planning for women
  • small business owner retirement and benefits planning

Scheu Inc.

Financial Advising

Durham, NC

White Oak Financial Specialists, Inc.

Financial Advising

Durham, NC

White Oak Financial Specialists develops investment, insurance, and tax plans for executives in Research Triangle Park.

  • executives needing coordinated investment, insurance, and tax plans
  • retirees planning for lifestyle, longevity, and loved ones
  • multigenerational families addressing philanthropy and legacy

Durham Tech Financial Aid

Financial Advising

Durham, NC

Durham Tech Financial Aid helps students submit FAFSA and navigate grants, scholarships, loans, work-study, and emergency assistance.

  • Students applying for federal financial aid through the FAFSA
  • Students seeking grants, scholarships, loans, or work-study
  • High school graduates exploring Durham Tech Promise funding

Chris Roman

Financial Advising

Durham, NC

Chris Roman provides wealth, retirement, intergenerational, and estate planning for clients with $100,000 plus in Durham.

  • Clients planning to invest $100,000 or more
  • Entrepreneurs and business owners seeking financial advising
  • Business retirement plan planning

Grandview

Financial Advising

Durham, NC

Grandview combines IBM Planning Analytics, Cognos, and FP&A expertise with data integration and engineering for enterprise decision systems.

  • Enterprises documenting undocumented planning models
  • Organizations consolidating fragmented reporting
  • Businesses connecting disconnected ERP and core systems

Anna E Lewis

Financial Advising

Durham, NC

Anna E Lewis holds the CRPC™ certification and focuses on retirement savings, college savings, employee stock options, and information technology professionals.

  • Information technology professionals seeking financial advice
  • Employees managing stock options
  • College savings planning

Angelo Posillico

Financial Advising

Durham, NC

Angelo Posillico is a CRPC™ financial advisor in Durham focusing on retirement, wealth, estate and legacy strategies, plus divorce finances.

  • Retirement savings planning
  • Wealth strategy development
  • Estate and legacy strategy planning

Katherine Sofia Vargas

Financial Advising

Durham, NC

Katherine Sofia Vargas focuses on Hispanic family finances, divorce finances, and retirement savings strategies from her Durham, NC office.

  • Hispanic family financial planning
  • Financial planning during divorce
  • Business retirement plans

Carolina Capital Solutions, Llc

Financial Advising

Durham, NC

Carolina Capital Solutions provides retirement planning, investment management, insurance guidance, and budgeting services for families and small business owners.

  • small business owners seeking retirement plan solutions
  • families planning for retirement and college costs
  • individuals seeking investment advice based on goals and risk tolerance

Eton Advisors Wealth Management

Financial Advising

Chapel Hill, NC

Eton Advisors is a Chapel Hill-based multi-family office integrating investment management, wealth structuring, and family office services for ultra-high-net-worth families nationwide.

  • Ultra-high-net-worth families needing coordinated investment management and wealth structuring
  • Multi-generational wealth planning across entities and generations
  • Families seeking multi-family office services

Integrated Wealthcare

Financial Advising

Durham, NC

Integrated Wealthcare serves medical professionals in all 50 states with physician-tailored planning and a stated 100% fiduciary standard of care.

  • Attending physicians managing lifestyle inflation, benefits, investments, and student debt
  • Medical residents and fellows building an initial financial plan
  • Medical practice owners needing entity, tax, compensation, benefits, or succession planning

Thrivent Financial

Financial Advising

Durham, NC

Thrivent - Fairway Financial Group connects clients with advisors through no-cost initial meetings and a financial organization founded in 1902.

  • retirement planning
  • life insurance and family protection
  • mutual fund investing

Other categories in Durham

Financial Advising in nearby counties

FAQ

How much does a financial advisor in Durham, NC cost?

Rates vary by firm and service, and the candidate information does not list specific prices. Ask whether the advisor charges hourly, a flat planning fee, or an assets-under-management fee, and whether commissions apply.

What should I look for in a Durham financial advisor?

Check whether the advisor holds a CFP® certification, explains how they are paid, and serves as a fiduciary. Fryar Financial is identified as both fee-only and a full-time fiduciary.

Which Durham-area advisor is suited to executives with stock or employer benefits?

Hilltop Wealth Advisors specifically lists equity compensation, restricted stock, employee purchase plans, and executive retirement strategies. White Oak also focuses on Research Triangle Park executives and coordinated investment, insurance, and tax planning.

Where can Durham Tech students get help with FAFSA and emergency aid?

Durham Tech Financial Aid provides guidance on FAFSA, grants, scholarships, loans, work-study, and emergency financial assistance. The office also lists separate advising support for veterans.

When is the 2026–27 FAFSA used?

The 2026–27 FAFSA applies to attendance from July 1, 2026, through June 30, 2027, according to Durham Tech Financial Aid.