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
Important open enrollment and Medicare reminders
It’s that time of year! No matter if you’re still working and on your company health insurance or retired and on Medicare, Allworth Co-CEO Scott Hanson shares some key reminders about your healthcare choices (and costs) as open enrollment season kicks-off.
Third Quarter 2022 Market Update
Things were starting to look better for the stock market over the summer… but then things took a dramatic turn over the last three months. What happened? In this quarterly video update, our Chief Investment Officer joins Co-CEO Scott Hanson to discuss the rally that fizzled, the housing correction, inflation, bonds, the biggest risk we see right now, and more.
5 Ways Business Owners Can Optimize Retirement Savings
As a business owner, you have the ability to pull certain levers to increase retirement savings while controlling tax consequences. By understanding how different qualified plans can deploy savings and tax strategies, you can optimize cash flow for your retirement future.