Financial Advisors in Morrisville, North Carolina (Wake County)

Mo Vidwans, CFP, MBA
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css); @import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css); We are fee only, independent personal financial planners. Our fees are based on the amount of time we spend on your project and fees are discussed ahead of the work so that you have a good idea how much the cost would be. We do work in all aspects of Financial Planning from Investments to Retirement Planning. We guide our clients through all stages from gathering information to implementation of the plan. Financial Planning is no longer a luxury for most Americans, it has become a necessity.... See More

We focus on retirement planning and investment management for families and small businesses.

Gordon Asset Management, LLC is a North Carolina based investment advisor specializing in personal wealth management for individuals and company sponsored retirement plans.

We are the Local Provider for the Dave Ramsey Show for Investments and Insurance.

Our Focus:
I believe success should be measured not just by your financial well-being, but by how confident and secure you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on experienced, knowledgeable advice. This focus is designed to add structure to your situation and educate your family on efficient uses of money.

Many people think that financial planning is a once-and-done event that starts with the numbers and ends with investments and pie charts. But that's not what true financial planning is about.

The process that I follow defines true financial planning as a comprehensive, ongoing approach to managing all areas of your financial life that takes into consideration your income, expenses, investments and debt; your short-term and long-term goals such as paying for college or retiring comfortably; your taxes and financial risks such as disability and death; and, finally, leaving a legacy.

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Fee-only Financial Planning and Money Management

At Rosewood Wealth Management, financial advisors for retirement planning in Durham, NC, we believe in helping you build a plan that answers all of your questions. We want to help you understand all of the options available to you in the financial world so that you can choose the path that makes the most sense for you and your family. We’re not here to try and push you in a certain direction. Our job is to help you understand all of your options, educate you on the pros and cons of each, and assist you in constructing a plan that works for you. Contact our financial advisors today for more info!... See More

Jennifer Lazarus, CFP
Comprehensive financial planning for progressive investors in their 20s to 50s. I help you make informed financial decisions in a collaborative, educational, and non-judgmental atmosphere. Investment advice is focused on actively-managed socially responsible mutual funds and non-Wall St impact investments. A second service I offer is hourly, as-needed Cash Flow Consultations.
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Erin Campbell, CFP, CPA/PFS
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At Beacon Financial Strategies, we offer both introductory and ongoing financial planning engagements that can be tailored to meet the needs of individuals throughout all stages of their financial life.
Net Worth Management, our flagship ongoing service, combines financial planning, investment management, tax preparation and tax planning services under one fee arrangement. This service is most appropriate for those individuals who have complex and intertwined financial planning and tax concerns. Executives exposed to the alternative minimum tax (AMT), retirees deciding on the most tax-efficient method of taking retirement distributions and business owners who are searching for ways to limit their tax burden are all candidates for Beacon's wealth management service. For those who would prefer a one-time or introductory service, Beacon professionals work as a team to generate a financial plan and develop planning strategies that focus on strengthening a client's financial standing. Areas of focus may include: Retirement Feasibility Planning Portfolio Sustainability Retirement Distribution Strategies Income Tax Minimization Strategies Estate Planning Cash Flow and Budgeting Debt Management Financial Risk Management Education Planning Executive Stock Option Planning
To find out more, please visit our website at www.BeaconFinancialStrategies.com
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Safe and No risk retirement planaging and fund management. Life Insurance and final expense planning with free consultations. We come to you.

Patrick Rush, CFP, CLU, MBA
Triad Financial Advisors (TFA) has been helping individuals and families LIVE WITH INTENTION for over 35 years. Founded by a female, Carter Leinster, TFA has become a destination firm for female investors. Today, led by CEO Patrick Rush, the firm is proud to have 7 investment advisers who have earned the CERTIFIED FINANCIAL PLANNER™ designation and provides fiduciary financial planning and investment advisory services to both female and male clientele. TFA is one of the few fee-only firms in Greensboro and was recognized in 2016 and 2017 as one of the Top 300 Registered Investment Advisory firms in the United States by the Financial Times. In addition, Patrick Rush was recognized by Barron's as one of "America's Top 1,200 Financial Advisors" in 2017, ranking #7 in North Carolina.
TFA manages approximately $560 million in client assets (as of 6/1/17), working with over 600 households across the country. However, TFA does not measure success solely by a client's assets, but rather their ability to achieve their goals and lead satisfying retirements. TFA strives to help clients LIVE WITH INTENTION.... See More

Thomas Velevis, CFP
Established in 1994, the firm manages investments and otherwise provides counsel for individuals who are retired or preparing for retirement. Investment Management is the firm's primary service:Written Investment Strategies,Execution of these Strategies,Reviews that include Consolidated Statements and Performance.
Fees, based on assets under management. are paid by the firm's clients. The firm does not accept third-party payments or commissins from the investments it purchases on behalf of its clients. Service is provided on a discretionary basis.
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Executive Benefits, Employee benefits planning

Founded in 2005 by Lawrence W. Wiswall, Jr., CFP®, TCS Financial Services, Inc. is an independent wealth management and registered investment advisory firm headquartered in Greensboro, N.C. A Delaware corporation, TCS provides financial planning, investment and insurance services to clients across the US.

As an independent company, TCS Financial Services is not directly affiliated with any Wall Street mutual or brokerage firm and is not an employee of any insurance carrier. As such, we do not charge commission on our investment management services, nor are we compensated by third parties for selling investment products. By operating in this manner, we maintain the freedom to explore the products and services which best meet your needs, regardless of their origination.

Our commitment to pursuing your best interest is our highest priority, and the driving force behind everything we do.... See More