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TOP 30 Wealth management automation in Chapel Hill, NC
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Pisces Financial Advisors
Pisces Financial Advisors, located at 245 Dark Forest Drive in Chapel Hill, North Carolina, is a finance institution that prioritizes the unique needs of each client. Unlike automated calculators and websites, Pisces offers personalized, human-centered financial advice to help clients navigate life's challenges and opportunities. The firm operates as a fiduciary, always putting clients' best interests first. By taking a thoughtful, personalized approach, Pisces aims to build a close-knit community of clients who receive comprehensive financial advice without the pressure of selling products or taking commissions. Founder of Pisces Financial Advisors, the institution offers two main services: Wealth Management and Financial Planning. The Wealth Management service provides ongoing financial planning and investment management, taking into account each client's individual circumstances and goals. The Hourly Planning service, on the other hand, is designed for clients seeking specific financial advice on a project-by-project basis. With a flat fee structure and a commitment to client accountability, Pisces Financial Advisors strives to provide a holistic approach to financial planning that goes beyond just investments.
Eton Solutions
Eton Solutions, located at 5915 Farrington Road in Chapel Hill, North Carolina, is revolutionizing the family office industry. They are dedicated to transforming the family office of today and envisioning the family office of tomorrow. Eton Solutions processes Personal Data collected from individuals and acts as a Controller for certain data. They offer services such as the AtlasFive® application, administrative family office services, and more. The institution collects Personal Data for various purposes, including marketing, promotions, and legal obligations. They may disclose Personal Data to subsidiaries, affiliates, contractors, and other third parties as necessary. Eton Solutions prioritizes data privacy and security, ensuring compliance with regulations and implementing strict data retention policies. Their services are provided from multiple locations, all of which adhere to information security and data protection standards. Visit their website for more information.
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