Best in Class Advisors
Top 100 RIA Firm
9th in AUM Growth
4th Fastest Growing RIA
Assets Under Management4
29 Years in Business
Best Places to Work
About Our Durham Location
At Allworth Financial, we empower and inspire clients with financial education. You can familiarize yourself with our approach when you listen to the Money Matters podcast/radio show, which is hosted by Allworth founders Scott Hanson and Pat McClain. With over 20 years on the air, and thousands of broadcasts, Money Matters is one of the longest running financial topic programs in America.
And our passion for no-nonsense, straightforward financial education doesn’t stop on the air. You’ll also find this same honest and direct approach from the dedicated and experienced team in our Durham office.
Our team in Durham has been faithfully providing fiduciary investment management and financial planning advice to individuals and families throughout North Carolina for over a decade.
Conveniently located just off U.S. Route 501 at 3917 University Drive, Suite #200, our Durham team offers you personalized, experienced guidance on:
- Retirement and Financial Planning
- Investment Management
- IRA Rollovers
- Pension Analysis
- And Estate, Legacy & Long-Term Care Guidance
Will you have enough to retire?
You may have a 401(k) – and you may have saved well in it so far – but that alone doesn’t mean you’ll be set for retirement. Allworth Co-CEO Scott Hanson reviews some of the other factors and questions you need to address as you prepare for life after work.
4 essential reminders when investing in bear markets
Earlier this week, the Fed raised interest rates and we officially touched bear market territory. But instead of panicking, Allworth Co-CEO Scott Hanson wants you to stay calm – and keep these four important points in mind.
June 2022 Market Update
As whispers of a looming recession become louder, Allworth Chief Investment Officer Andy Stout takes a deeper look at just how likely the chances are that we’ll fall into one over the next six to 12 months. Plus, he explains why the Fed finds itself between a rock and a hard place.