Man sits on cliff overlooking ocean view after scheduling a wealth management consultation with Fund Direct Advisors

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.