Best Financial Advisors in Durham

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
240+
Advisors
4.8/5.0
Average Rating

Durham Financial Landscape

With a population of 245,475, Durham is a key player in the Research Triangle, driven by technology, healthcare, and education sectors. The city's economy is bolstered by its proximity to major universities and research institutions.

Major industries
Technology, Healthcare, Education
Population
245K (metro: 1.5M)
Median household income
$62,000
Unique needs
Durham's diverse economy requires tailored financial strategies to address tech and healthcare industry fluctuations.
Market Insights
Economic Growth
According to BEA (2023), Durham's economy has grown by 4% annually, driven by tech and healthcare advancements.
Wealth Demographics
According to Census (2023), the median household income in Durham is $62,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Durham are increasingly specializing in tech and healthcare sectors.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Durham is 5% lower than the national average, making it attractive for new residents.
Real Estate Market
According to Zillow (2024), Durham's real estate market has seen a 10% increase in home prices over the past year, raising affordability concerns.
Business Environment
According to Fortune (2024), Durham's business climate is favorable, with a growing number of startups and established firms in the tech sector.

Top 5 Financial Advisors in Durham

Allworth Financial
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Bryan L Piccirillo, CFP®|CEPA®|AAMS®
★ ★ ★ ★ ★ 5
Gordon Asset Management, LLC
★ ★ ★ ★ ★ 5
Rosewood Wealth Management
★ ★ ★ ★ ★ 5
Personal Path Financial Planning
★ ★ ★ ★ ★ 5
Receive a complimentary AI wealth evaluation before hiring an advisor.
Sign up for Mezzi

How to Choose the Right Financial Advisor

When selecting a financial advisor in Durham, consider these essential factors

Icon
Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
Icon
Durham-Specific Expertise
For Durham residents working in Technology, Healthcare, Education, consider advisors with specific experience in your industry's unique compensation and benefit structures.
Icon
Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
Icon
Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
Icon
Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
Icon
Risk Management Focus
Durham's tech focus necessitates diversification to mitigate sector volatility. Real estate prices are rising, indicating potential bubble risks. Prepare for flooding and severe weather impacts.

Skip the advisor fees

Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby North Carolina locations

Charlotte Raleigh Greensboro Durham Winston-Salem Fayetteville Cary Wilmington