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

Woodward Financial Advisors

Financial Service

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

Coinme

Financial Service

Chapel Hill, NC

Coinme enables cash purchases of eight listed cryptocurrencies at a Food Lion kiosk located at 1720 N. Fordham Blvd. in Chapel Hill.

  • Buying listed cryptocurrencies with cash in Chapel Hill
  • Converting loose coins to cash at a grocery-store kiosk
  • Converting coins into available eGift cards

Coinme

Financial Service

Carrboro, NC

Coinme offers purchases of eight listed cryptocurrencies at a crypto-enabled kiosk inside Food Lion in Carrboro.

  • buying listed cryptocurrencies with cash in Carrboro
  • converting loose coins to cash at a grocery-store kiosk
  • loading Amazon Balance with $5 to $500 in cash

Hcw Retirement & Financial Services

Financial Service

Chapel Hill, NC

HCWRFS designs employer retirement plans through a proprietary five-step process and works with any chosen plan provider.

  • Businesses comparing 401(k), 403(b), 457, or other retirement plan types
  • Employers needing employee retirement education through meetings and seminars
  • Organizations seeking plan provider and investment selection assistance

Merrill Edge

Financial Service

Chapel Hill, NC

Merrill Edge offers self-directed investing with $0 minimums, unlimited $0 online stock, ETF, and option trades, plus managed portfolios from $1,000.

  • Investors who want to manage their own stock, ETF, mutual fund, bond, or options portfolio online
  • Investors seeking professionally managed portfolios starting at $1,000
  • Investors wanting one-on-one advisor access with a $20,000 minimum

Opening an investment account online is simple, secure and only takes minutes.

Personal Finances Management

Financial Service

Chapel Hill, NC

Personal Finances Management provides in-home daily money management for older adults, including bill payment, account maintenance, and tax-document organization.

  • families managing an older adult's unpaid bills or unopened mail
  • adult children caring for parents from out of town
  • recently widowed individuals needing financial paperwork assistance

Eton Advisors

Financial Service

Chapel Hill, NC

Eton Advisors is a Chapel Hill-based multi-family office serving ultra-high-net-worth families and institutions nationwide with integrated investment, structuring, and family office services.

  • ultra-high-net-worth families needing coordinated investment, wealth structuring, and family office administration
  • families managing multiple advisors, entities, and generations
  • families navigating liquidity events and long-term investment planning

Financial Service in nearby counties

FAQ

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