Financial Service in Orange, North Carolina

63 found · ← All categories in Orange

Updated October 31, 2026

Master Plan Wealth Management

Financial Service

Chapel Hill, NC

Master Plan Wealth Management provides fee-only retirement planning and investment management through a CFP® professional with over 25 years of experience.

  • Retirees planning retirement income
  • Pre-retirees evaluating Roth conversions, Social Security, Medicare, and retirement timing
  • Small business owners seeking pension plan design

All Shred

Financial Service

Chapel Hill, NC

Atlantic Private Wealth

Financial Service

Chapel Hill, NC

Atlantic Private Wealth provides investment management and financial planning, including tax and estate strategies, with over 40 years as an SEC-registered advisor and fiduciary.

  • Families and individuals seeking customized wealth and financial-life planning
  • Entrepreneurs and businesses needing business or trustee planning
  • Retirement plan participants seeking tax-exempt retirement plan guidance

Delegate Advisors

Financial Service

Chapel Hill, NC

Delegate Advisors is an independent wealth advisory firm integrating financial planning and investment management around clients' long-term objectives.

  • Clients seeking coordinated wealth management and financial planning
  • Families planning around long-term financial objectives
  • Clients wanting investment decisions considered alongside broader life and wealth planning

Leeds Illuminate

Financial Service

Chapel Hill, NC

Leeds Illuminate provides growth capital to education and workforce companies with $10M or more in revenue, from late-stage venture through mature businesses.

  • Education companies seeking growth capital
  • Workforce development and workforce access companies
  • Education businesses with $10M or more in revenue

Personal Path Financial Planning

Financial Service

Hillsborough, NC

Personal Path Financial Planning provides fee-only, fiduciary planning with no account minimums for North Carolina individuals, families, couples, and business owners.

  • Individuals or couples seeking comprehensive retirement, investment, insurance, tax, and estate planning
  • Clients needing targeted help with budgeting, debt, college savings, employee benefits, or financial goals
  • People seeking a two-hour virtual financial planning session for a fixed $900 fee

Silverback Asset Management, Llc.

Financial Service

Chapel Hill, NC

Silverback Asset Management, LLC is an SEC-registered investment adviser founded in 2002 that works exclusively with accredited investors.

  • Accredited investors seeking hedge fund investment solutions
  • Investors interested in convertible, distressed, or equity investments
  • Investors seeking strategies spanning multiple parts of the capital structure

Socqi

Financial Service

Chapel Hill, NC

Other categories in Orange

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FAQ

How much does a financial planning session cost?

Personal Path Financial Planning lists a two-hour virtual session at a fixed $900 fee. It also offers hourly, as-needed, and project-based pricing.

What credentials should I look for in a financial advisor?

Look for clearly stated fiduciary responsibility and relevant registration or credentials. The candidates include a CFP® professional and fiduciaries at Master Plan, a fiduciary at Atlantic Private Wealth, and an SEC-registered adviser at Silverback.

Can a financial planner help with an emergency money problem?

These firms are designed for planning and investment services rather than emergency financial response. Personal Path and Master Plan specifically identify emergency financial services or immediate response as a poor fit.