
Stalwart Financial Planning
Stalwart Financial Planning is a fee-only, hourly-based financial advisory firm with offices in Fayetteville and Durham, North Carolina. Founded by Isaac Allen, a Certified Financial Planner™ and NAPFA-Registered Advisor, the firm is committed to providing objective, conflict-free financial guidance without selling products or requiring minimum asset levels. Their services encompass retirement planning, tax strategies, investment management, insurance analysis, estate planning, and education funding. Utilizing a structured “7 Steps to Financial Success” approach, Stalwart aims to simplify financial planning and empower clients through education and transparent advice. With approximately $6.7 million in assets under management across 26 clients, the firm maintains a personalized 1:26 advisor-to-client ratio.