Find financial planners in Durham

We are a faith-based RIA that helps guide clients to financial peace of mind. We care for clients in every way that money impacts them - financially, emotionally, relationally and even spiritually. Our clients are pre-retirees and retirees with $2 million - $15 million in investable assets who value transparency, quality, and wisdom. We help established

Making sure your family is taken care of and that your existing plan meets your current financial needs is easier than ever when you come in for a complimentary Life Insurance Check-Up. Riskalyze technology allows us to determine, as accurately as possible, a risk number that determines how much risk you are truly comfortable based on your answers to

Located in Durham, NC, Integrated Life and Financial Planning is an independent financial services firm founded by Jerry Bergner, AAMS CMFC. Jerry will work with you one-on-one to uncover your most important goals and priorities in life, and then create a financial strategy that supports those life goals. Jerry has been helping people with their finances