Top financial advisors in Durham, NC
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're moving to Durham, NC, or planning for a major life change here, you need an advisor who understands local tax rules and the area's rapid growth. Without local insight, you might miss opportunities to optimize your financial plan for North Carolina's flat income tax.
- Local tax knowledge. Confirm how they incorporate North Carolina's flat income tax into your strategy, not just federal rules.
- Growth impact awareness. Ask how Durham's population growth affects housing, investments, and long-term planning.
- Experience with regional clients. Look for advisors who have helped others navigate financial decisions specific to the Southeast.
- Coordination with local professionals. Check if they work with Durham-based tax preparers or estate attorneys to align your plan with local regulations.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Gary G
CFP®, Series 63, Series 65
Durham, NC
OSAIC Advisory Services, LLC
Gary Gaulden brings over 32 years of experience and CFP® certification, offering expertise in annuities and financial planning with flat-fee and negotiable AUM billing options. Operating within Osaic Advisory Services, a large SEC-registered firm managing $12.47 billion, he serves diverse clients including individuals and institutions, providing access to managed account programs and retirement plan consulting in Durham, NC.
Experience: 33 years
Avg account: $508,486
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Travis H
CFP®, CFA®, Series 63
Durham, NC
SLP Wealth
Travis Hornsby in Durham, NC, offers expertise in tax-loss harvesting and retirement plans for business owners, aligning well with local tax considerations and financial planning needs. His firm, SLP Wealth, uses a passive investment approach and provides 401(k) advisory services, with a flat-fee and hourly fee structure, distinguishing him from others by combining investment management with tax preparation and bookkeeping support.
Experience: 3 years
Avg account: $38,440
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Gary C
Series 63, Series 65
Durham, NC
Raymond James Financial
Gary Crenshaw's 31 years of experience and Series 63 and 65 credentials equip him to navigate Durham's local tax landscape and growth dynamics effectively. Operating within Raymond James Financial, a large firm offering flat-fee and hourly planning options, he serves a diverse clientele including business owners and retirees, providing tailored, non-discretionary financial planning and investment consulting.
Experience: 31 years
Avg account: $700,796
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Brad C
Series 65, Series 63
Durham, NC
Verity Asset Management
Brad Corbett in Durham, NC, offers expertise in concentrated stock management and tax-loss harvesting, which can help optimize your financial plan considering North Carolina's flat income tax. His firm, Verity Asset Management, uses a model-driven investment process with tactical asset allocation and serves a diverse client base, including self-employed and executives, with flat-fee and AUM-based pricing options.
Experience: 12 years
Avg account: $145,771
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Nahnsan G
Series 65
Durham, NC
Capital Solutions Advisors, LLC
Nahnsan Guseh offers financial planning in Durham, NC, with expertise in retirement income strategy and tax-loss harvesting, which can help navigate North Carolina's flat income tax and local growth impacts. His independent firm provides flat-fee plans and discretionary portfolio management, combining fundamental and technical analysis, making him a distinct choice for young professionals seeking tailored investment strategies and flexible fee options.
Experience: 3 years
Avg account: $9,853
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