Please note that our offices will be closed on Monday, September 4th in observance of Labor Day. Normal business hours will resume on Tuesday, September 5th.

Durham, NC

3917 University Drive
Suite 200
Durham, NC 27707
Hours: 8am–5pm, M-F
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97% of Clients Stay With Us2

22,000+ Clients

Best in Class Advisors

NBRI3

Best in Class Ethics

NBRI3

30 Years in Business

$17 billion AUM4

Top 100 RIA Firm

Barron's1

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

Meet Our Financial Advisory Team

Michelle Disney
Michelle Disney
CFP®
Eric Chetwood
Eric Chetwood
CFP®
Donella Winkler
Donella Winkler
CFP®

Other Nearby Office Locations

Latest Insights

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09/21/2023

Should You Add an Automatic Safe Harbor IRA to Your Plan?

High employee turnover could lead to a rise in small 401(k) accounts. Explore how adding a Safe Harbor IRA provision to your plan may help reduce plan costs and potential fiduciary risks.

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09/21/2023

6 types of insurance, explained

Insurance – of any kind – can be confusing, especially when you take into account all the different policy types and industry jargon. Which is why Allworth Co-CEO Scott Hanson is here to help. He shares the essential must-knows about six of the most common types of insurance.

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09/15/2023

September 2023 Market Update

Concerned about the national debt? It’s a topic that Allworth Chief Investment Officer Andy Stout gets asked about often. So, this month, he’s compiled a handy FAQ to help succinctly explain what it is, who owns it, if you should actually be worried about its rising levels, and more.

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Our Mission

At Allworth, we deliver uncompromised financial and investment guidance so people can live rich and meaningful lives.

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Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck.

HMRN Insurance Agency, LLC license #0D34087

1 Barron’s 2020 Top 100 RIA Firms. Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. 

2 Retention Rate Source: Allworth Internal Data, FY 2022

3 The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey. 

4 As of 7/23, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $17 billion in total assets under management and administration. 

5 InvestmentNews 2020 and 2021 Best Places to Work for Financial Advisers. The ranking reflects survey responses and scores completed by both employers and employees. Employers report their organization’s workplace policies, practices, and demographics. Employees complete a survey designed to measure the employee experience. 

6  2021 Value of an Advisor Study / Russel Investments

7 Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.

✢ Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

†Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.