Wealth Management
Invest in the Future. Plan for Today.
Fund Direct Advisors will help you build your wealth so your retirement is worry-free and full of opportunity.
Our Wealth Management Services
Financial Planning
- Comprehensive & Holistic Approach
- Cash-Flow Analysis
- Risk Management
- Insurance Analysis
- Retirement Income Strategy
Estate Planning
- Estate Plan Design
- Partner with Estate Attorneys
- Charitable Trusts
- Estate Tax Analysis
- Asset Protection
Investment Management
- Access to Institutional Money Managers
- Separately Managed Accounts
- Tax-Efficient Investment Strategies
- Asset Allocation Strategies
- Portfolio Management
Tax Planning
- Tax Return Analysis
- Charitable Giving Strategies
- Donor Advised Funds
- Tax-Loss Harvesting
- Roth Conversion Analysis
Fiduciary Standard of Care
Our CERTIFIED FINANCIAL PLANNERS™ always put our clients’ interests first and help get you ready for the retirement you are seeking. We offer a free wealth management consultation to help you get started.
Fund Direct Advisors, Inc. is a North Carolina corporation registered as an Investment Adviser with the Securities and Exchange Commission (SEC# 801-77794) Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.