Finding the right investment firm can make a significant impact on your long-term financial success. Whether you’re building a diversified portfolio, planning for retirement, or seeking strategic growth opportunities, working with a trusted investment partner can help you navigate the complexities of today’s markets with confidence.
If you’re in Durham and looking for professional investment guidance, consider these reputable investment firms known for their personalized strategies, fiduciary responsibility, and strong grasp of the regional economic landscape.
- Lily Wealth Partners
- Integrated Life and Financial Planning LLC
- Carolina Capital Solutions LLC
- Tiaa – Durham
- Altrius Capital Management
- Wiser Financial Advisors Durham NC
- Verity Asset Management
- Kuhn Advisors Inc.
- Fulbright Financial Consulting PA
- Brooks Financial
1. Lily Wealth Partners
Lily Wealth Partners is a financial advisory firm that offers personalized wealth management and financial planning services tailored to individual needs and goals. Their comprehensive services include life insurance, long-term care planning, investment strategies involving stocks and bonds, and retirement planning. With a client-centered approach, Lily Wealth Partners aims to provide clear and effective strategies to help clients achieve financial security and peace of mind. Their team is dedicated to delivering customized solutions that align with each client’s unique financial situation and objectives.
2. Integrated Life and Financial Planning LLC
Integrated Life and Financial Planning (ILAFP) is an independent financial advisory firm based in Durham, North Carolina, founded by Jerry Bergner, AAMS, CMFC. The firm specializes in creating personalized financial strategies that align with clients’ life goals, offering services such as retirement planning, investment portfolio reviews, cash flow planning, asset allocation, insurance planning, estate planning, and education savings. ILAFP emphasizes a disciplined, structured approach to financial planning, focusing on helping clients achieve a more satisfying life by improving their financial reality. Jerry Bergner brings over two decades of experience to the firm, aiming to provide straightforward financial advice tailored to individual needs and circumstances .
3. Carolina Capital Solutions LLC
Carolina Capital Solutions LLC is a financial advisory firm based in North Carolina, specializing in comprehensive financial planning services for individuals, families, and small business owners. Their offerings include wealth management, retirement planning, investment services, insurance protection, college planning, estate planning, and family budgeting. The firm emphasizes a client-centered approach, aiming to help clients achieve financial fitness to live well today, plan for tomorrow, and retire on their terms. They also provide guidance on tax-favored treatment of portfolios and strategies to ensure that clients’ money lasts throughout retirement. With a commitment to financial wellness, Personal Finance Company strives to assist clients in making informed financial decisions that align with their goals and values.
4. Tiaa – Durham
TIAA (Teachers Insurance and Annuity Association of America) is a financial services organization founded in 1918 by Andrew Carnegie, originally to provide retirement services to educators. Today, TIAA serves a diverse clientele, including individuals, families, and institutions, offering a range of financial products and services such as retirement plans, annuities, IRAs, investment management, and wealth management solutions. The organization emphasizes a client-centered approach, providing personalized advice and tools like the Retirement Journey Planner to help clients plan for a secure retirement. With over $1.3 trillion in assets under management, TIAA is committed to ensuring that everyone has access to a secure retirement. The firm operates on a non-profit basis, reinvesting profits to benefit its clients. TIAA’s services are accessible through various channels, including online platforms, local offices, and dedicated advisors, aiming to make financial planning straightforward and accessible for all.
5. Altrius Capital Management
Altrius Capital Management is a privately held, independent investment advisory firm founded in 1997, specializing in customized equity, fixed income, and balanced portfolios for private clients and institutions. The firm emphasizes a long-term, value-oriented investment philosophy, focusing on companies with a history of steady and growing dividends. Their investment approach integrates top-down macroeconomic analysis with bottom-up fundamental research, aiming to identify compelling opportunities across global markets. Altrius is committed to transparency, aligning its interests with clients by investing alongside them, and adhering to the Global Investment Performance Standards (GIPS®). The firm is recognized for its disciplined investment strategies and has been awarded the Manager of the Decade designation by Informa Financial Intelligence for its Disciplined Alpha Dividend strategy. Altrius operates with a client-first ethos, promising full transparency, independence, and a commitment to the long-term success of its clients .
6. Wiser Financial Advisors Durham NC
Wiser Financial Coaching is a client-focused financial services firm based in Durham, North Carolina, dedicated to empowering individuals and families through transparent, evidence-based financial guidance. Located at 2741 Campus Walk Ave, Building 400, Durham, NC 27705, Wiser offers a holistic approach to financial planning, integrating personal values with financial goals. Their team of experienced advisors specializes in investment management, retirement planning, tax strategies, and financial coaching, ensuring clients can make informed decisions that align with their long-term vision. Committed to a fiduciary philosophy, Wiser Financial Coaching provides personalized guidance that fosters financial confidence and independence. With a strong reputation for integrity and client-centered service, the firm has become a trusted resource for those seeking to achieve financial clarity and peace of mind.
7. Verity Asset Management
Verity Asset Management is a distinguished SEC-registered investment advisory firm headquartered in Durham, North Carolina. Established in 1996, the firm is committed to delivering innovative financial solutions that prioritize clients’ long-term success and well-being. With a client-centric philosophy, Verity offers a comprehensive suite of services, including wealth management, retirement planning, and institutional advisory services.
8. Kuhn Advisors Inc.
Kuhn Advisors is a distinguished investment advisory firm headquartered in Durham, North Carolina, renowned for its client-centric approach to wealth management and financial planning. With over three decades of experience, the firm is dedicated to guiding individuals and families through comprehensive financial strategies tailored to their unique goals and values.
9. Fulbright Financial Consulting PA
Fulbright Financial Consulting, PA and Fulbright & Fulbright, CPA, PA—collectively known as the Financial Freedom Highway™—are distinguished financial planning and investment firms based in Durham, North Carolina. With over 25 years of service, they are committed to guiding professionals, entrepreneurs, and retirees toward financial independence through personalized, fiduciary advice.
10. Brooks Financial
Brooks Financial of North Carolina is a dedicated financial advisory firm committed to guiding individuals and families toward achieving their financial goals through personalized strategies. Located at 2530 Meridian Parkway, Suite 300, Durham, NC 27713, the firm emphasizes building long-term relationships founded on trust and open communication. With a focus on understanding each client’s unique aspirations and risk tolerance, Brooks Financial offers tailored financial planning and investment management services designed to navigate life’s transitions and secure financial well-being. Their experienced team is devoted to acting in clients’ best interests, ensuring that every financial decision aligns with the client’s long-term vision.
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