25 found · ← All categories in Orange
Updated October 31, 2026
Financial Advising
Chapel Hill, NC
Stearns Financial Group offers investment, tax, estate, retirement, and financial planning in Greensboro using scenario-based Financial Independence Roadmap™ planning.
Financial Advising
Durham, NC
Rosewood Wealth Management combines retirement, legacy, and asset management planning through a fiduciary, fee-based relationship using Fidelity as custodian.
Financial Advising
Chapel Hill, NC
Financial Advising
Chapel Hill, NC
Financial Advising
Chapel Hill, NC
Woodward Financial Advisors provides ongoing financial planning and investment management through a fiduciary, multi-advisor team.
Financial Advising
Hillsborough, NC
Edward Jones provides wealth strategies with CFP®, CEPA®, and SE-AWMA™ certifications for entrepreneurs, athletes, entertainers, and business owners.
Financial Advising
Hillsborough, NC
Edward Jones provides financial advisor services and wealth strategies.
Financial Advising
Chapel Hill, NC
Olympic Golden Retirements is an independent, family-owned firm founded in 2003 specializing in retirement income, long-term care, and legacy planning.
Financial Advising
Chapel Hill, NC
Sherman Financial provides $265-per-hour fee-only financial planning throughout North Carolina with a CFP® certified advisor.
Financial Advising
Chapel Hill, NC
The Jester Group provides private wealth management with CFP®, CPWA®, and CRPS® expertise plus coordinated tax, trust, and estate planning through Baird specialists.
Financial Advising
Chapel Hill, NC
TrustStone Wealth Partners serves retirees age 50+ with at least $500,000 in investable assets through CFP-led planning and a complimentary initial session.
Financial Advising
Hillsborough, NC
Financial Advising
Hillsborough, NC
Edward Jones provides wealth strategies with CFP®, CEPA®, and SE-AWMA™ certifications for entrepreneurs, athletes, entertainers, and business owners.
Financial Advising
Chapel Hill, NC
Gordon Pruitt offers introductory consultations, strategy reviews, account opening, and major financial event support from a Chapel Hill office.
Financial Advising
Carrboro, NC
Hayden Steelman serves clients with $250,000 or more and focuses on business retirement plans, intergenerational planning, and entrepreneurs and business owners.
Financial Advising
Chapel Hill, NC
Tyler Davis provides financial advising for clients of all asset levels, with focus areas including estate and legacy strategies and business owners.
Financial Advising
Chapel Hill, NC
Financial Advising
Chapel Hill, NC
Financial Advising
Chapel Hill, NC
Financial Advising
Chapel Hill, NC
Financial Advising
Chapel Hill, NC
Raymond James Financial Services provides wealth management for retirement, estate, family, business-owner, and investment planning through advisor relationships.
Financial Advising
Chapel Hill, NC
Financial Advising
Chapel Hill, NC
Financial Advising
Chapel Hill, NC
Sherman Financial lists a flat hourly rate of $265 and no account minimums or AUM fees. Other firms may use fee-based or asset-management pricing, so ask for the fee schedule before engaging.
Hourly planning can fit a one-time need such as Social Security, 401(k), IRA, or portfolio guidance. Ongoing firms such as Woodward and Stearns focus on continuing planning and investment management rather than hourly or project-only engagements.
Rosewood covers retirement income, retirement taxes, healthcare, long-term care, and legacy planning. Woodward adds Social Security, account drawdown, workplace benefits, and tax planning, while Olympic Golden Retirements focuses on guaranteed-income, annuity, insurance, and rollover strategies.
Ask whether the advisor is acting as a fiduciary, how compensation is calculated, whether there is an account minimum, and which credentials or insurance licenses apply. Rosewood identifies itself as a fee-based fiduciary relationship and lists North Carolina insurance and Medicare supplement licenses.