Financial Advising in Orange, North Carolina

25 found · ← All categories in Orange

Updated October 31, 2026

Stearns Financial Group

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.

  • High-net-worth individuals and families needing coordinated wealth management
  • Clients planning for retirement, major life transitions, or legacy goals
  • Families needing investment management integrated with tax and estate strategies

Rosewood Wealth Management

Financial Advising

Durham, NC

Rosewood Wealth Management combines retirement, legacy, and asset management planning through a fiduciary, fee-based relationship using Fidelity as custodian.

  • People approaching or entering retirement
  • High-net-worth individuals planning to protect and transfer accumulated assets
  • Clients needing coordinated retirement income, tax, healthcare, and legacy planning

Woodward Financial Advisors

Financial Advising

Chapel Hill, NC

Woodward Financial Advisors provides ongoing financial planning and investment management through a fiduciary, multi-advisor team.

  • people approaching retirement
  • retirement income and account drawdown planning
  • clients managing taxes, insurance, cash flow, and estate planning together

Edward Jones

Financial Advising

Hillsborough, NC

Edward Jones provides wealth strategies with CFP®, CEPA®, and SE-AWMA™ certifications for entrepreneurs, athletes, entertainers, and business owners.

  • Entrepreneurs and business owners needing wealth strategies
  • Professional athletes seeking specialized wealth management
  • Entertainment industry professionals seeking financial advising

Olympic Golden Retirements

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.

  • retirement income planning
  • long-term care expense planning
  • legacy and estate asset protection planning

Sherman Financial

Financial Advising

Chapel Hill, NC

Sherman Financial provides $265-per-hour fee-only financial planning throughout North Carolina with a CFP® certified advisor.

  • Clients seeking hourly financial planning
  • Retirement planning involving 401(k)s, IRAs, and Social Security
  • Investors wanting portfolio guidance without AUM fees

The Jester Group at Baird

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.

  • Families managing complex wealth
  • Clients seeking coordinated tax, trust, and estate planning
  • Multigenerational wealth management

TrustStone Wealth Partners, LLC

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.

  • Individuals age 50 and older nearing or in retirement
  • Households with at least $500,000 of investable assets
  • Clients seeking coordinated retirement, income, tax, estate, and insurance planning

DeMarcus A Bowden

Financial Advising

Hillsborough, NC

Edward Jones provides wealth strategies with CFP®, CEPA®, and SE-AWMA™ certifications for entrepreneurs, athletes, entertainers, and business owners.

  • Entrepreneurs and business owners needing wealth strategies
  • Professional athletes seeking specialized wealth management
  • Entertainment industry professionals seeking financial advising

Gordon Pruitt

Financial Advising

Chapel Hill, NC

Gordon Pruitt offers introductory consultations, strategy reviews, account opening, and major financial event support from a Chapel Hill office.

  • people seeking an introductory financial consultation
  • clients wanting to review a current financial strategy
  • people opening an investment account

Hayden Steelman

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.

  • Business retirement planning
  • Intergenerational planning
  • New investors

Tyler Davis

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.

  • Entrepreneurs and business owners seeking financial advising
  • Information technology professionals seeking financial advising
  • Estate and legacy strategy planning

Absher Wealth Management, Llc

Financial Advising

Chapel Hill, NC

Absher Wealth Management provides fee-only investment management and financial planning for retirement, estate, and educational goals.

  • Clients seeking fee-only fiduciary investment guidance
  • Retirement, estate, and educational goal planning
  • Investors interested in directly owned, curated stock portfolios

Cardinal Wealth Partners

Financial Advising

Chapel Hill, NC

Cardinal Wealth Partners offers retirement, estate, investment, and insurance planning through an independent, team-based advisory practice.

  • retirement investing and distribution planning
  • clients evaluating estate conservation strategies
  • families reviewing life, disability, or long-term-care insurance

The site states that they will get back to inquiries quickly.

Bahr Advisory Services Of Raymond James

Financial Advising

Chapel Hill, NC

Raymond James Financial Services provides wealth management for retirement, estate, family, business-owner, and investment planning through advisor relationships.

  • retirement planning
  • estate management
  • business-owner financial planning

Other categories in Orange

Financial Advising in nearby counties

FAQ

How much does financial planning cost in Orange County, 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.

Should I choose hourly financial advice or ongoing wealth management?

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.

Which financial advisors are suited to retirement planning?

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.

What should I check before hiring a financial advisor in North Carolina?

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.