CPA Financial Planning
Welcome to Chapel Hill Financial Planning.
CPA Financial Advisory Firm
We provide financial planning services to individuals, families, small businesses. Our pledge to you is to be ethical and competent.
Fiduciary Relationship
As a CPA financial advisory firm, we must act in the client’s best interest. We seek to do the best for you which may include referrals to other professionals.
Fee-Only
Our services are fee-only when possible. All fees are disclosed up front and remain transparent throughout the relationship.
Long-Term Solutions
We do not engage in any short term moves, market timing, or option strategies. We seek long-term solutions to help clients realize their goals over time.
Boutique Company
As a small financial advisory firm, we can provide individual attention. We can provide a wide array of quality products through our liaisons with other firms.
Dimensional Funds
Through our relationship with Wealth Management LLC in Nebraska, we offer access to Dimensional Funds, an institutional group of funds not usually available to small investors.
Ethical and Competent
Our pledge to you is to be ethical and competent in all business dealings, to seek the very best available in service and products for you.
This Website
We hope you will explore all the functional areas of Personal Financial Planning on the site and explore the materials in the Library.
Back Page
The back page has a temporary display of art for your enjoyment. If you like our philosophy, we hope you will contact us to begin your Personal Financial Plan.