Gordon Asset Management provides tax-aware wealth management and ERISA 3(21)/3(38) fiduciary oversight for families, executives, and corporate retirement plans.
Families needing tax-aware retirement income and portfolio planning
Business owners evaluating 401(k) fees, investment menus, and fiduciary liability
Executives managing RSUs, stock options, or concentrated stock positions
Argentum Capital Management serves high-net-worth individuals and institutions with customized portfolio management, alternative investments, and consolidated reporting.
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
Colopy Ventures invests in pre-seed and seed-stage North Carolina startups and growth-stage B2B software companies through Primordial Ventures and Jurassic Capital.
North Carolina founders seeking pre-seed or seed-stage investment
How do I choose the right financial service in Durham?
Each listing includes an AI-distilled profile drawn from the business's own website — 'Best for', specialties, and what they offer — so you can match a business to your specific situation.
Are the financial service shown here paid listings?
No. Every financial service we've indexed in Durham is shown, ordered by data confidence — not advertising spend.
How current is the info for financial service in Durham?
The 'Updated' date at the top of each page shows when this area was last refreshed. Profiles are generated from each business's website and fill in over time.
Can I compare several financial service side by side?
Yes — tap 'Add to compare' on any listing card. A compare bar will appear at the bottom of the page once you've added two or more businesses.