A grandfather walking with his grandson, comfortable with his retirement planning from Fund Direct Advisors

About Fund Direct Advisors

Experts focused on your success

We Specialize In

Helping plan sponsors navigate the rules and regulations of corporate investment with our background in 401k record-keeping.

A personalized, retirement-focused approach to wealth management uses personal goals and needs, assets, and acceptable levels of risk to build a diverse portfolio for a comfortable, confident retirement.

Our Promise

To provide corporate plan sponsors with retirement plan guidance and clarity by providing fiduciary services to large and small businesses. Excelling in customized solutions and plan design while ensuring strict adherence to all fiduciary standards. Legislation, like your business, is constantly evolving and our team ensures the compliance of your plan by directly sharing in the obligations you accept as a plan fiduciary.

The same expertise is applied to wealth management plans by guiding and directing our clients as they navigate toward their financial goals.

Our History

Fund Direct Advisors, Inc. (FDA) is a family-owned company in the heart of North Carolina. For more than 20 years, we have been working with companies and individuals to help them with their retirement decisions. We are a corporation registered as an investment adviser with the Securities and Exchange Commission (SEC# 801-77794). As a “fee only” registered investment advisor, we provide more independent and conflict-free advice than an investment advisor compensated on a commission basis. FDA also can sign on as a fiduciary advisor to employer-sponsored plans.

Our dramatic growth and success reinforce our belief that in order to be successful in today’s environment, investment advisors must be free to provide independent and objective advice, delivered with superior quality services and at the most competitive fees. Fund Direct Advisors, Inc. will remain responsive to our clients’ needs while providing superior quality services.