Best in Class Advisors
Top 100 RIA Firm
30 Years in Business
4th Fastest Growing RIA
Assets Under Management4
9th in AUM Growth
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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
3 financial habits to embrace in 2023
Did you make any financial resolutions at the beginning of the new year? No matter if you did (and have actually kept them), or didn’t because you can’t stand them, Allworth Co-CEO Scott Hanson shares three things everyone can do to make this year a financially better one.
Yes, the SECURE 2.0 Act is a big deal
Did you hear about the SECURE 2.0 Act that was recently signed into law? It contains more than 90 new retirement planning provisions, affecting both retirees and pre-retirees. Allworth Co-CEO Scott Hanson outlines some of the biggest changes you need to know.
SECURE Act 2.0 – What Employers Need to Know
The SECURE 2.0 and other provisions strive to expand access to retirement plans, increase retirement savings, help American’s preserve income and streamline retirement plan rules. With over 92 different retirement plan provisions, we want to make it easier for employers, fiduciaries and administrators to digest. In this summary, we focus on the most common sections that are most applicable in your leadership position.