Explore Financial Advisors Serving Chapel Hill, NC

Frazier Financial Consultants provides personalized financial planning services tailored to individual client goals. As a fee-only firm established in 1986, we specialize in creating comprehensive strategies that address retirement planning, tax optimization, and wealth protection. Our family-run practice combines three decades of industry experience with a commitment to client education and transparent advisory services.

Woodward Financial Advisors is a fiduciary wealth management firm providing comprehensive financial planning and investment management services. We prioritize client needs through personalized strategies addressing retirement, taxes, estate planning, and wealth preservation. Our team of certified advisors delivers transparent, conflict-free advice to help clients achieve long-term financial security.

HCWRFS provides expert consulting services for retirement and executive benefits programs, helping businesses design customized, compliant plans that meet employee needs. Our firm combines strategic planning with ongoing educational support to ensure long-term success. We serve clients nationwide with a focus on personalized solutions and regulatory compliance.

Stearns Financial Group offers fiduciary wealth management services including financial planning, investment management, and transition strategies for individuals and families. Our team specializes in multigenerational planning, business owner services, and retirement solutions. We operate as a SEC-registered investment advisor affiliated with Hightower Advisors.

T Fenn Financial Planning offers independent, hourly fee-based financial advisory services specializing in retirement planning, asset allocation, and tax-efficient strategies. We help individuals and families create customized financial plans without product commissions or conflicts of interest. Our fiduciary approach focuses on minimizing tax impacts while addressing estate planning, education savings, and insurance needs.