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Durham

Serving the Research Triangle

Address

2530 Meridian Parkway, Suite 300
Durham, NC 27713

Hours

Monday - Friday
9:00 AM - 5:00 PM

Wealth Management in the Research Triangle

Parallel Advisors' Durham office provides comprehensive wealth management and family office services to clients throughout the Research Triangle and North Carolina. As an SEC-registered fiduciary financial advisor, we understand the unique needs of the region's tech professionals, healthcare executives, academics and entrepreneurs.

Our Durham team specializes in serving professionals from the Research Triangle's diverse industries, including technology, pharmaceuticals, healthcare and higher education. We bring sophisticated wealth management strategies typically reserved for coastal financial centers to the heart of North Carolina.

Family Office Services in North Carolina

Parallel Advisors provides comprehensive family office services in Durham for high-net-worth families throughout North Carolina. Our family office solutions address the needs of successful professionals and business owners, including consolidated financial reporting, bill pay and cash management, multi-generational wealth planning and coordination with your existing advisors.

Frequently Asked Questions

Does Parallel Advisors offer family office services in North Carolina?

Yes. Parallel Advisors' Durham office provides comprehensive family office services including consolidated reporting, bill pay, lifestyle management and multi-generational wealth planning for North Carolina families.

What areas does the Durham office serve?

Our Durham office serves clients throughout the Research Triangle including Durham, Raleigh, Chapel Hill, Cary and the greater North Carolina region.

Schedule a Consultation

Ready to discuss your financial goals with our Durham team?

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