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Personal Path Financial Planning
Independent fiduciary planning for clear, confident retirement.
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Business
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Independent fiduciary planning for clear, confident retirement.
No reviews yet
Personal Path Financial Planning in Durham, NC offers independent, fee-only financial planning led by Mary McDonald. As a fiduciary who does not sell investment products, she provides transparent guidance with flat-rate or hourly options. Clients describe her as insightful, down-to-earth, and trustworthy for retirement planning and financial goals across a range of incomes.
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Personalized financial plans to ensure you're ready for retirement with clear, actionable steps.
Expert advice for high-net-worth individuals to grow and protect assets through unbiased strategies.
Hourly or flat-rate services as an independent fiduciary, free from commission-based product sales.
Down-to-earth guidance to help you define and achieve short-term and long-term financial objectives.
Legally entrusted to act in your best interest, providing transparent and trustworthy financial advice.
Dr Barnsley Brown Helps You Make It Happen!
Last year I hired Mary McDonald of Personal Path Financial Planning to help me create a financial plan to ensure that I would be ready for retirement. She is insightful, knowledgeable, friendly, and explains things in down-to-earth terms. Thanks to her and the excellent financial plan she helped me create, I am well on my way with my goals. Mary is an independent fee-only financial planner which means she can work with you for a flat rate or by the hour, etc. She is also a designated fiduciary, which means she is legally entrusted to act in the best interest of her clients. She does NOT sell investment products. Unlike so many financial advisors with different companies, she has no vested interest in selling particular products because of the commissions she would earn. Mary advises high wealth individuals as well as people with average or better salaries, and I have found her to be a great resource. You are in expert, trustworthy hands with Mary as your financial planner!
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