Integrated Life & Financial Planning

Financial Service

Durham, NC

Integrated Life and Financial Planning offers one-on-one, life-goal-based financial planning and investment management in Durham, NC, with a complimentary initial consultation.

  • People seeking financial planning centered on personal life goals
  • Clients seeking structured investment management based on modern portfolio theory
  • Individuals wanting a complimentary, no-obligation initial consultation

Leyline Renewable Capital, Llc.

Financial Service

Durham, NC

Leyline Renewable Capital provides solar and battery storage bridge financing, with approximately $342 million in loans made since 2016.

  • Experienced renewable energy developers needing preconstruction bridge capital
  • Solar project development financing
  • Battery storage project financing

Rivermont Capital

Financial Service

Durham, NC

Rivermont Capital manages real estate investments focused on acquiring key downtown assets and creating a dynamic mix of uses.

  • Investing in underperforming downtowns
  • Acquiring strategic downtown real estate assets
  • Redeveloping neighborhoods through mixed uses and partnerships

River Wise Ventures

Financial Service

Durham, NC

River Wise Ventures targets Southeast companies with $1.5 million to $20 million in annual sales and invests in disruptive North American startups.

  • Owners seeking an acquisition partner in the Carolinas or Virginia
  • Southeast-based companies with $1.5 million to $20 million in annual sales
  • Disruptive North American startups with experienced technical teams

Rj20, Inc

Financial Service

Durham, NC

RJ20 provides advice-only financial planning for individuals, employers, and industry professionals without selling financial products, 401(k) plans, or insurance.

  • advice-only financial planning
  • retirement planning guidance
  • budgeting help

Financial Service in nearby counties

FAQ

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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.

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