Cary Financial Planning, LLC

Overview

Cary Financial Planning, LLC is an independent, North Carolina–based registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, charging either a percentage of assets under management or fixed fees. The firm identifies as an active ESG investor and maintains an industry affiliation with a law firm, which may indicate stronger capabilities around estate or legal coordination for clients. The adviser operates primarily inside North Carolina and is owned by an individual principal.

Assets & Accounts

Investments & Alternatives

Location & Offices