What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Chapel Hill, NC area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Chapel Hill, NC Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Jason Branning
CFP®, RICP®
Branning Wealth Management
Chapel Hill, NC
Specialties: Modern Retirement Theory, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Retirement Planning for Any Stage - Plan Smarter | Maximize Resources | Preserve Your Legacy - Offices in Jackson, MS and Raleigh, NC
Johnson Rhett
CFP®, ChFC®
Branning Wealth Management
Chapel Hill, NC
Specialties: Comprehensive Financial Planning, Financial Advisory, Investment Management, Tax Planning, Budgeting, Retirement Income Planning, Debt Reduction
Providing practical financial advice for millennials and those starting out in their working careers. Offices in Jackson, MS and Raleigh, NC
MaryAnne Gucciardi
CFP® RICP® MBA
Wealthmind Financial Planning
Chapel Hill, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Tax efficient financial planning and investment management for women near or in retirement. Located in Cambridge, MA, and Chapel Hill, NC serving clients locally and across the country
Grant Mosher
CFP®
Old Peak Finance
Chapel Hill, NC
Specialties: Comprehensive Financial Planning, Investment Management, Equity Compensation, Exit Planning, Complex Estate Planning, Retirement Income Planning, Tax Planning, Insurance Planning
Wealth Management for Tech Executives and their Families with $3M+.
Austin Brown
CFP®
Bolin Creek Wealth Advisors LLC
Chapel Hill, NC
Specialties: Wealth Management, Project-Based Financial Planning, Retirement Income Planning, College Education Planning, Tax Planning & Strategies, Employee Benefits Analysis, Investment Management, Charitable & Personal Gifting, Risk Management Planning & Insurance Review, Estate Planning
Fee-Only financial planner located in Chapel Hill, NC, serving clients locally and across the country
Kelly Jennings
CFP®, CDAA™
Branning Wealth Management
Chapel Hill, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Cryptocurrency
Retirement Planning for Any Stage - Plan Smarter | Maximize Resources | Preserve Your Legacy - Offices in Jackson, MS and Raleigh, NC
Erin Vickery
CFP®
Old Peak Finance
Chapel Hill, NC
Specialties: Equity Compensation, Exit Planning, Complex Estate Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Personalized Wealth Management for Tech Executives with $3M.
Rick Waechter
CFP®
Old Peak Finance
Chapel Hill, NC
Specialties: Equity Compensation, Exit Planning, Complex Estate Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Personalized Wealth Management for Tech Executives with $3M.
Dan Routh
CFP®
Old Peak Finance
Chapel Hill, NC
Specialties: Equity Compensation, Exit Planning, Complex Estate Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Personalized Wealth Management for Tech Executives with $3M.
Travis Tracy
CFP®, EA
Fortitude Financial Planning
Raleigh, NC
Specialties: Tax Planning, Entrepreneurs, Comprehensive Financial Planning, Investment Management, Restricted Stock Options, Incentive Stock Options, Non-qualified Stock Options, Tax Preparation
As financial planner based in Raleigh, NC, I specialize in helping tech professionals and entrepreneurs navigate complex tax and financial challenges, providing comprehensive, flat-fee services tailored to support both short- and long-term goals.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
