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Find a Financial Advisor in Durham, NC

If you’re searching for smart, sophisticated financial planning and investment solutions, you’ve come to the right place. 

Everything a modern investor needs – all under one roof.

Please note that our offices will be closed on Wednesday, June 19th in observance of the Juneteenth holiday. Normal business hours will resume on Thursday, June 20th.

97% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9

Meet Your Durham Financial Advisory Team

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For two decades, our team of fiduciary financial advisors in Durham, North Carolina, has been devoted to helping individuals and families throughout North Carolina and the greater Durham area navigate the complexities of financial planning with confidence. Michelle, Eric, and Donella take pride in building strong, long-lasting relationships with their clients, and they are dedicated to providing personalized service that adapts to your ever-evolving financial needs and goals.

Come see for yourself the tailored attention and commitment that our team of Durham financial planners brings to the table. We’re conveniently located just off Highway 501, so we look forward to meeting you!

Russell Hall
Partner Advisor
Michelle Disney
Financial Advisor
Eric Chetwood
Partner Advisor
Donella Winkler
Financial Advisor

Location and Contact Details

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Address

3917 University Drive
Suite 200
Durham, NC
Hours: 8:30am–5pm, M-F

Services

Our Durham Team is ready to serve you with expert guidance on:

  • Retirement & Financial Planning
  • Investment Management
  • Coordinated Tax Planning
  • Estate Planning
  • Insurance Services

Latest Insights

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11/01/2024

Should you be using a Donor-Advised Fund for charitable giving?

Investing is no longer just about stocks, bonds, and mutual funds. Enter the world of alternative investments.

10/31/2024

Retirement Plan Review: From Participation Rates to SECURE 2.0

Gain actionable insights for optimizing efficiency and compliance through strategic plan

09/30/2024

SECURE 2.0 Update: Looking Ahead

Some provisions of SECURE 2.0 have already taken effect, and more will become effective soon.

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