Financial Advisor in Durham, North Carolina

3 found · ← All categories in Durham

Updated October 31, 2026

Diversified Investment Services

Financial Advisor

Durham, NC

Diversified Investment Services provides personalized retirement, legacy, estate, and trust planning for individuals, families, and businesses.

  • retirement income planning
  • coordinating investments, insurance, taxes, and estate planning
  • legacy planning involving heirs or charitable causes

Odyssey Capital Group

Financial Advisor

Durham, NC

Odyssey Capital Group provides retirement income planning, tax strategies, and portfolio management for professional athletes, tech entrepreneurs, and soon-to-retire corporate clients.

  • professional athletes planning for life after sports
  • tech entrepreneurs managing rapidly growing wealth
  • soon-to-retire corporate clients planning sustainable retirement income

Valic

Financial Advisor

Durham, NC

Valic Financial Advisors Office provides employer retirement-plan enrollment, Retirement Pathfinder modeling, and access to financial professionals.

  • Employees enrolling in an employer retirement plan
  • Retirement savers modeling future goals and scenarios
  • People seeking retirement-readiness education

Other categories in Durham

Financial Advisor in nearby counties

FAQ

Which Durham financial advisor handles retirement and estate planning together?

Diversified Investment Services lists retirement, estate, legacy, and trust planning, with financial plans that also address insurance, taxes, savings, and investments.

Which Durham advisor works with high-net-worth clients or business owners?

Odyssey Capital Group lists high-net-worth and ultra-high-net-worth clients, business owners, tax strategies, risk management, and custom portfolio design among its focus areas.

Can a financial advisor help me enroll in an employer retirement plan?

Valic lists online employer-plan enrollment, retirement-income planning, financial wellness education, and a Retirement Pathfinder tool for modeling future scenarios.

How much does a financial advisor cost in Durham?

Pricing depends on the firm and service, such as asset-based management, an hourly consultation, or a project-based plan. Ask for the fee schedule, minimum account size, and whether investment expenses are separate.

Can a financial advisor provide emergency financial assistance or a loan?

Financial advisors generally provide planning and investment guidance rather than emergency aid, deposit accounts, or consumer loans; Diversified Investment Services specifically lists those needs as outside its services.