10 Best Financial Advisors in Durham (for 2019)

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Ryan Friend

September 16, 2019  •  6 min read

Durham, North Carolina is a city that is famous for its outstanding universities and its thriving tech scene. And within this historic North Carolina city, which was once a key part of the tobacco trade, there are a number of excellent financial advisors and investment advisers.

If you live in the Durham area and are looking to secure your financial future, then you should strongly consider working with one of the great financial advisors operating in the city. We have compiled a list of the best of the best financial advisors for your convenience to help you select the perfect choice for you.

Editor’s Note: Complete the advisor quiz below to get matched with the best advisor for you:

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Here are our picks for the top five financial advisors in Durham, North Carolina:

Gordon Asset Management LLC

Gordon Asset Management LLC is the top financial advisor on this list. The financial planning firm manages over $1.48 billion in assets for its clients, and it has no account minimum, making it an ideal company to work with if you are just starting your career, or if you do not have a significant amount of wealth already built up.

This firm has been around since the year 2001 and was able to survive and thrive through the 2008 financial crisis. Currently, the company has ten-highly skilled financial advisors on its staff. Among them include a certified financial planner (CFP), others who can help with investment management, and those whose financial services can help you create retirement income and greater financial security.

With Gordon Asset Management, you will be able to choose between discretionary and non-discretionary portfolio accountants. The main difference between the two options is that with a non-discretionary option, you will have more control, and the firm will not act without your approval. With a discretionary accountant, the firm will act on your behalf and will make investment decisions without running everything by you.

You can expect the following working with Gordon Asset Management LLC:

  • Fee-based compensation structure
  • Periodic rebalancing based on the performance of your portfolio
  • A focus on long-term success rather than short-term gains from timing the market

Verity Asset Management, Inc.

While not quite as large as Gordon Asset Management LLCVerity Asset Management, Inc. still has over $428 million in assets under management. This makes it the second largest wealth advisory firm in the city of Durham. The account minimum varies based on the type of account that you would like to have with the company, so you’ll need to consult their fee structure before becoming a client.

Verity Asset Management has been in operation since the year 2005 and they have 33 financial advisors on staff.

One thing that makes Verity Asset Management different from the other firms on this list is that this company offers excellent educational workshops and seminars for its clients so that they can improve their financial IQ and have a better understanding of everything the firm does.

Another thing that is appealing about this company is that one of their investing strategies revolves around social responsibility. So, if learning more about investing and financial planning or social responsibility is important to you, then you should strongly consider working with this firm.

You can expect the following working with Verity Asset Management:

  • Fee-based compensation structure
  • A heavy emphasis on using your risk tolerance to select investments for you
  • The use of both short and long-term investments to help you capitalize on market conditions and sound investing fundamentals

Kuhn Advisors, Inc.

Kuhn Advisors, Inc. manages over $373 million worth of assets on behalf of its clients. This firm is a lot more exclusive than the first two on this list, however. To work with Kuhn Advisors, Inc., you must have at least $1,000,000 that you can let the company invest and manage on your behalf. This means that this company is better suited for high-net-worth individuals, companies, institutions, and organizations.

This firm was founded in the year 1993 and only has 3 financial advisors who do all of the financial planning for clients. This is possible because the firm has a smaller number of clients due to its strict account requirements, which means you don’t need to worry about getting anything but exclusive treatment.

In terms of investment strategy, the firm favors a long-term approach that does not involve trying to beat the market by moving in and out, trying to take advantage of timing. The firm focuses instead on long-term success in order to decrease turnover and reduce taxes.

You can expect the following working with Kuhn Advisors:

  • Fee-only financial advisors, so prospective clients won’t have to worry about conflicts of interest in the financial management process.
  • Extensive research on mutual fund managers to make sure that managers have a strong knowledge of the companies they invest in
  • Additional expertise in charitable giving

Arjuna Capital LLC

With over $204 million in assets under management, Arjuna Capital LLC is another one of the financial advisory powerhouses in Durham, NC. If you would like to work with Arjuna Capital LLC, though, you will need to make an investment of at least $2 million. you will need to be able to provide the firm with $2,000,000 in investible assets, which makes Arjuna one of the more elusive firms on the list.

Overall, the company is highly focused on investing in “the new economy.” This includes companies that are environmentally conscious and sustainable. Arjuna Capital believes sustainability is the future and that there is great opportunity in companies that are innovating in this space. The firm claims that their investments in this space are generating an average of 10-15 percent annual returns for clients, and they expect this trend to continue for the foreseeable future.

You can expect the following working with Arjuna Capital:

  • Fee-based compensation structure
  • Extreme emphasis on sustainable investing
  • Annual returns of 10-15 % using their current investing strategy

Adams Chetwood Wealth Management LLC

Adams Chetwood Wealth Management LLC is the smallest financial group on this list. However, it still manages over $165 million in assets. But unlike many of the other firms we’ve discussed, there is no account minimum to work with Adams Chetwood Wealth Management LLC, making it a great option for those just starting to invest or who need some help building up their nest egg.

This firm is very new and was founded in the year 2015. However, it has risen to become one of the most prominent financial advisory firms in Durham during its short existence and has expert financial analysts on staff ready to help. The firm focuses heavily on your risk tolerance, time horizon, and ultimate financial goals to create a highly-customized financial plan for you.

You can expect the following working with Adams Chetwood Wealth Management:

  • Fee-based compensation structure
  • Comprehensive financial planning designed around your long-term goals
  • Completely transparent pricing

Editor’s Note: Complete the advisor quiz below to get matched with the best advisor for you:

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All five of these Durham financial planners can help you on your way to growing your net worth and setting yourself up properly for retirement planning and even estate planning. You can’t go wrong getting investment advisory services from any of these companies, whether you’re a business owner or someone concerned about long-term care. However, these companies are all slightly different from one another, so you should choose the one that best suits your needs and preferences. We wish you all the best on your financial planning journey.