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 Raleigh, 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 Raleigh, NC Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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.
Erin Campbell
CFP®, CPA, PFS
Beacon Financial Strategies
Raleigh, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor serving Raleigh, NC area.
Bryan Wisda
CFP®
Almega Wealth Management
Raleigh, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Charitable Giving
Fee-Only financial planner with offices in Scottsdale, AZ, Greenville KY, and Mount Airy NC serving clients locally and across the country.
Cameron Hendricks
CFP®
Financial Symmetry, Inc.
Raleigh, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Raleigh, NC and serving the greater Durham, Cary, and Chapel Hill area
Chuck Clifton
CFP®, CDFA®, MBA
Sycamore Financial Planning
Durham, NC
Specialties: Comprehensive Financial Planning, Investment Management, Divorce Financial Planning, Socially Responsible Investing, Long Term Care & CCRC Planning
Fee-Only Financial Planner Located in Durham & Charlotte, NC and Serving Clients Nationwide
Grayson Blazek
CFP®, EA
Financial Symmetry, Inc.
Raleigh, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Raleigh, NC and serving the greater Durham, Cary, and Chapel Hill area
Stephan Shipe
Ph.D., CFA®, CFP®
Scholar Financial Advising LLC
Raleigh, NC
Specialties: Hourly Financial Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Advice, Ongoing Retainer Advising
Hourly, Fee-only financial advice. Serving clients in Winston-Salem and virtually across the country.
Chip Hymiller
CFP®, AIF®, MBA
Beacon Financial Strategies
Raleigh, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Raleigh, NC, serving clients locally and across the country
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.
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.
Stephen Reh
CFA®, MBA, CFP®
Reh Wealth Advisors LLC
RALEIGH, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in North Raleigh serving retirees, small business owners, and families locally and across the country
Liz Frazier
CFP®, MBA
Frazier Financial Consultants
Chapel Hill, NC
Specialties: Comprehensive Financial Planning, Retirement Projections and Planning, College Education Planning, Budgeting, Debt Management, Risk & Insurance Assessments, Saving for Goals, "Getting On Track Financially", Investment Recommendations
Fee-Only financial planner located in Katonah, NY, serving clients locally and across the country
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.
Tim Hicks
CFP®
Hicks Financial Partners, LLC
Cary, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in North and South Carolina, serving clients locally and across the country.
Lauretta Reeves
CFA®, AWMA®
Islamorada Investment Management
Raleigh, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Raleigh, NC, serving clients locally and across the country
Chad Smith
CFP®
Financial Symmetry, Inc.
Raleigh, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Raleigh, NC and serving the greater Durham, Cary, and Chapel Hill area
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+.
Matthew Miner
CFP®
Miner Wealth Management, LLC
Raleigh, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Raleigh, NC, serving clients locally and across the country
Mark Kelly
CFP®
University Financial Strategies, LLC.
Raleigh, NC
Specialties: Dave Ramsey Trained Master Financial Coach, College Education How To Pay For It, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Raleigh, NC, serving clients locally and across the country
Jeff Stewart
CFP®, CRPC®, CSLP®, BFA®
Lucid Wealth Planning LLC
Wake Forest, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Student Loan Analysis, Tax Planning, Socially Responsible & ESG Investing
Fee-Only financial planner located in Raleigh, NC, serving clients locally and across the country
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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)
