Morgan Creek Capital Management
Investing
Chapel Hill, NC
North Carolina Venture Capital Fund
Investing
Hillsborough, NC
Edward Jones - Financial Advisor: Tom Struckmeyer
Investing
Hillsborough, NC
Oak Crest Wealth Management provides retirement, estate, insurance, and business succession planning through offices in Arkansas and Oklahoma.
- retirement income planning
- families planning college savings through 529 plans
- business owners preparing succession or exit strategies
Legion Health
Investing
Chapel Hill, NC
Ameriprise Financial Advisors
Investing
Chapel Hill, NC
Sullivan Wealth Management offers personalized financial planning and investment advice with access to Ameriprise's investment research and secure online account tools.
- clients seeking personalized financial planning based on individual goals
- investors wanting ongoing market and economic analysis
- retirement planning discussions
Hamilton Point Investment Advisors
Investing
Chapel Hill, NC
Hamilton Point Investment Advisors manages more than $1 billion through customized portfolios, in-house research, and full-service financial planning.
- individuals seeking customized investment portfolios
- families needing investment management and financial planning
- nonprofit organizations seeking investment management
Onset Capital Partners
Investing
Chapel Hill, NC
Retire with Phil Royal CFP of Master Plan Wealth Management
Investing
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
Investing in nearby counties
FAQ
What should I look for when choosing an investment advisor in Orange County?
Match the advisor's specialty to your need: portfolio management for investment-focused service, retirement and Roth-conversion planning for pre-retirees, or estate, insurance, and 529 planning for broader household planning. Also verify relevant registrations, designations, and whether the advisor acts as a fiduciary.
What does fee-only financial planning mean?
Fee-only planning means the advisor is compensated through client fees rather than commissions on financial products. The Master Plan Wealth Management listing identifies itself as fee-only and fiduciary; pricing still needs to be confirmed directly.
Which local option helps with retirement income and Roth conversions?
Master Plan Wealth Management specifically lists retirement-income planning, Roth conversions, Social Security, Medicare, and retirement timing among its services.
Can investment advisors manage money for nonprofit organizations?
Hamilton Point Investment Advisors specifically lists investment management for nonprofit organizations, in addition to service for individuals and families.
Are investment advisors appropriate for emergencies?
Investment advisors handle planned financial and portfolio decisions rather than emergency financial services. The Master Plan Wealth Management listing specifically says it is not intended for people seeking emergency financial services.