Fiduciary advisors in Cary, NC

Cary, North Carolina

Carolina Wealth Strategies is a fee-only financial advisory firm based in Cary, North Carolina that serves individuals, families, and business owners. The firm offers investment advice and wealth management services, including strategy design and implementation focused on wealth creation, growth, and preservation.

Cary, North Carolina

Crescent Private Wealth, based in Cary, North Carolina, offers investment management and wealth management services through a team-oriented approach. The firm's advisory services are provided by RFG Advisory, LLC, an SEC-registered investment adviser, while securities are offered through Private Client Services (Member FINRA/SIPC). The firm emphasizes alignment with client values and long-term partnership, with advisors working collaboratively across the team to address client financial objectives.

Cary, North Carolina

Crescent Private Wealth, based in Cary, North Carolina, provides investment management and wealth management services through Ahmad Quqa, AAMS™. The firm operates as an SEC-registered investment advisor through RFG Advisory, LLC, with securities offerings made by Registered Representatives of Private Client Services (Member FINRA/SIPC). The practice emphasizes a collaborative team approach centered on clients' financial objectives and values-driven planning.

Cary, North Carolina

ECN Legacy Advisors is a financial advisory firm based in Cary, North Carolina, with over 30 years of experience. The firm offers retirement planning, risk management, and legacy planning services, taking a holistic approach that considers clients' goals, values, and family priorities alongside their investments. ECN works collaboratively with clients through education and transparent communication to help guide financial decisions across major life transitions.

Cary, North Carolina

Great Plans Capital Management LLC is a fee-based fiduciary advisory firm founded in 1998 by David Fruchter and Jim Baudreau, headquartered in Cary, North Carolina. The firm offers investment management, financial planning, retirement planning, insurance solutions, small business services, and tax and estate coordination, serving business owners, retirees, and families across North Carolina and remotely. The firm operates as an independent practice and collaborates with external tax and legal professionals to integrate client investments, estate planning, and long-term strategies.

Cary, North Carolina

Hicks & Associates Wealth Management is an investment advisory firm in Cary, North Carolina. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 24 Google reviews.

Cary, North Carolina

J Bradin Financial is a state-registered investment advisory firm in Cary, North Carolina, specializing in Roth conversion planning and retirement income management for clients with substantial pre-tax retirement savings. The firm operates as a fiduciary and takes a focused, personalized approach, with the principal building each plan individually rather than operating as a large generalist practice. The firm uses a proprietary strategy called the JBF Convert Engine, designed to fund conversion taxes from within the Roth account using tax-free distributions, and employs separately managed accounts custodied at Altruist with full transparency. J Bradin Financial offers an initial free 30-minute consultation to assess whether a conversion strategy applies to a client's specific situation.

Cary, North Carolina

Insurance-Based

Louis Prosser, Agent - New York Life is an insurance-based firm in Cary, North Carolina. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week.

Cary, North Carolina

Pathfinder Wealth Consulting is a financial planning and wealth management firm with offices in Cary and Wilmington, North Carolina, serving clients nationwide. Operating as a fiduciary since 2005, the firm provides personalized financial planning across retirement, investments, tax planning, estate planning, and business succession planning. The firm also serves business owners and executives with integrated personal and business financial strategies, including guidance on executive compensation and employee benefits. They offer both in-person and virtual advisory services.

Cary, North Carolina

Raymond James & Associates is an investment advisory firm in Cary, North Carolina. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Cary, North Carolina

Resonate Private Wealth Management of Raymond James is an investment advisory firm in Cary, North Carolina. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Cary, North Carolina

Fee-Only Independent RIA

Tarheel Advisors is an independent, fee-only registered investment adviser in Cary, North Carolina, staffed by Certified Financial Planners. The firm serves a limited client base and provides custom financial planning alongside investment management, with planning included at no additional cost for investment management clients. The firm has stated a focus on working with retirees and helping them structure retirement savings and investments.

Cary, North Carolina

Fee-Only

Whitener Capital Management, Inc. - Cary is an investment advisory firm in Cary, North Carolina. It acts as a fiduciary. Services include Financial Planning and Investment Management. Compensation is on a fee-only basis. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.