Which Financial Advisor Should You Choose in Durham, NC?

B & A Financial Services provides comprehensive financial planning and insurance solutions in Durham, NC. Specializing in retirement strategies, tax optimization, and risk management, the firm serves individuals and businesses through personalized advisory services. With over 25 years of combined experience, their licensed professionals offer life insurance, long-term care coverage, IRA rollovers, and estate planning expertise.

Xponance provides multi-strategy investment solutions for institutional clients, combining systematic and active approaches across global equities, fixed income, and alternatives. Our mission focuses on delivering client-centric outcomes through diverse manager ecosystems and proprietary FinTech applications. With over 25 years of industry experience, we specialize in transforming access to alpha through innovative capital structures and risk-controlled strategies.

Fulbright & Fulbright CPA PA provides comprehensive accounting, tax, and financial planning services to individuals and businesses. Our fee-only fiduciary approach integrates investment advisory, business consulting, and estate planning to help clients achieve financial independence. With offices in Durham and Littleton, North Carolina, we serve clients nationwide and internationally through personalized, CPA-led solutions.

Integrated Life & Financial Planning provides comprehensive financial advisory services in Durham, NC. We specialize in retirement planning, investment portfolio reviews, and life-goal-aligned financial strategies. Our disciplined, client-focused approach helps individuals achieve financial security while pursuing personal fulfillment.

Rosewood Wealth Management provides personalized financial planning services specializing in retirement and legacy planning. We help clients create customized strategies for income management, tax efficiency, and wealth preservation. Our mission focuses on empowering individuals to achieve financial security aligned with their personal values.