Fiduciary advisors in Raleigh, NC

Raleigh, North Carolina

Fee-Based + Fee-Only + Flat Fee Independent RIA

Ark Royal Wealth Management is an independent, SEC-registered investment adviser in Raleigh, North Carolina that provides financial planning, investment management, and retirement planning services. The firm operates as a fiduciary and offers fee-only and fee-based compensation structures, with advisors holding CFP credentials. The firm coordinates investments, tax planning, and financial decisions around clients' personal goals rather than focusing solely on account performance.

Raleigh, North Carolina

Wirehouse

Berra-Griffin Wealth Management Group operates as part of Wells Fargo Advisors in Raleigh, North Carolina, providing investment management and wealth planning services. The team uses financial planning software to develop personalized strategies across investment planning, tax reduction, legacy planning, and alternative investments, serving clients through a multi-generational relationship approach. The firm has received multiple Forbes recognitions for wealth management and advisory services. The group consists of five advisors with over 100 years of combined experience.

Raleigh, North Carolina

Independent RIA

Bowers Private Wealth Management is an independent registered investment adviser in Raleigh, North Carolina that provides financial planning, investment management, and insurance analysis to small-business owners and equity-compensated professionals in technology and biotech, particularly those balancing care for aging parents and children. The firm structures its engagement around a defined process beginning with discovery and information gathering, followed by analysis and recommendations, and ongoing progress reviews aligned with clients' stated goals and life changes.

Raleigh, North Carolina

Compass Financial Group is an investment advisory firm in Raleigh, North Carolina. Services include Financial Planning and Investment 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 4.9-star rating from 32 Google reviews.

Raleigh, North Carolina

Fee-Only Independent RIA

Financial Symmetry is an independent ria firm in Raleigh, North Carolina. It acts as a fiduciary. Services include Financial Planning and Investment Management. Compensation is on a fee-only basis. 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 4.8-star rating from 14 Google reviews.

Raleigh, North Carolina

H & M Financial Group LLC, an LPL Financial affiliate based in Raleigh, North Carolina, offers financial planning, investment management, and insurance analysis services with a focus on insurance planning. The firm's approach centers on understanding client objectives through an initial meeting, conducting detailed exploration of financial circumstances, developing a customized strategy, and providing ongoing plan adjustments as life circumstances evolve. Their stated planning process emphasizes current financial protection alongside future goal planning with attention to tax efficiency.

Raleigh, North Carolina

Kent Thompson is a CFP and MSFS credential holder operating Capitol Financial Solutions in Raleigh, North Carolina. The firm employs a team-based approach and utilizes a four-step personalized process to help clients with retirement planning, investment strategy, and broader financial decisions across areas including insurance and risk management. The practice emphasizes understanding each client's risk tolerance, time horizon, and objectives before developing balanced strategies.

Raleigh, North Carolina

Merit Financial Advisors is an investment advisory firm in Raleigh, North Carolina. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Raleigh, North Carolina

Miner Wealth Management is a fee-only financial planning and investment management firm based in Raleigh, North Carolina, founded by Matt Miner, a CFP® professional. The firm serves high-income professionals and families both locally and nationally, operating as a fiduciary and offering customized financial planning, investment management, and tax optimization services. Their process involves client discovery, proposal and pricing discussion, document organization, plan development, implementation support over three to six months, and ongoing advisory check-ins. The firm targets professionals, entrepreneurs, and families seeking to align their finances with their values and goals.

Raleigh, North Carolina

Nelson Wealth Advisors is an investment advisory firm in Raleigh, North Carolina. The office has a wheelchair-accessible entrance. The office is open five days a week.

Raleigh, North Carolina

Fee-Only Independent RIA

Olde Raleigh Financial Group is an independent, fee-only registered investment advisor in Raleigh, North Carolina, operating on an employee-owned model. The firm provides retirement planning, tax planning, investment management, estate planning, insurance analysis, and college savings planning to clients seeking personalized guidance. Its five-member team emphasizes a disciplined investment process tailored to individual circumstances rather than standardized portfolios, and includes professionals spanning multiple generations. The firm also offers ancillary services such as 401(k) allocation guidance, Social Security analysis, long-term care planning, charitable giving strategies, and professional service referrals.

Raleigh, North Carolina

Peace of Mind Wealth Management serves residents of Raleigh and Durham/Chapel Hill with integrated financial planning across investments, income, taxes, estate planning, and healthcare. The firm operates under a single transparent fee model and employs a three-phase planning process called the Peace of Mind Pathway to coordinate retirement, investment, and estate strategies.

Raleigh, North Carolina

Pendleton Financial is an investment advisory firm in Raleigh, North Carolina. Services include Financial Planning and Investment 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.

Raleigh, North Carolina

Pursuit Wealth Strategies is a Raleigh-based wealth management firm founded by Pamela S. Rigsby, CFP®, CPFA®, and now includes partners Kelsey D. Plummer, CFP®, AAMS® and Adam W. Boor, CFP®, MBA. The firm provides investment management and wealth planning services to executives, business owners, women, and families, with a stated focus on business succession planning, corporate executive strategies, life transitions, and intergenerational wealth transfer. The firm's process involves learning client goals and concerns, designing a customized strategy, implementing it, and adjusting as circumstances change.

Raleigh, North Carolina

Stone Legacy Capital is a Raleigh-based financial advisory firm that applies a family office approach to clients across all asset levels. The firm offers integrated financial planning services including retirement planning, investment management, estate planning review, insurance analysis, and tax optimization. Stone Legacy Capital uses a four-step process—connecting with clients to understand their situation, developing customized strategies, implementing plans, and providing ongoing monitoring and adjustments. The firm has a combined 25+ years of experience and emphasizes a collaborative, relationship-focused approach to financial decision-making.

Raleigh, North Carolina

Trillium Wealth is an SEC-registered investment advisor operating as a fiduciary across six nationwide offices, including a Raleigh, North Carolina location. The firm provides integrated financial planning services spanning portfolio management, retirement income strategies, tax planning, estate planning, business exit planning, and insurance evaluation, coordinated to address clients' complete financial picture. Team members hold credentials including CFP®, CPWA®, and CEPA designations, and the firm works collaboratively with clients' other professional advisors. Services address life transitions, ongoing portfolio monitoring, and specialized planning for business owners and high-net-worth clients.

Raleigh, North Carolina

Wealth Enhancement Group is an investment advisory firm in Raleigh, North Carolina. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.