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Personal Path Financial Planning

Independent fiduciary planning for clear, confident retirement.

5(1 reviews)
financial-advising
$$$
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About

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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Location

WeWork, 110 Corcoran St 5th Floor, Durham, NC 27701, USA

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Services

Retirement Planning

Personalized financial plans to ensure you're ready for retirement with clear, actionable steps.

Wealth Management

Expert advice for high-net-worth individuals to grow and protect assets through unbiased strategies.

Fee-Only Financial Consulting

Hourly or flat-rate services as an independent fiduciary, free from commission-based product sales.

Financial Goal Setting

Down-to-earth guidance to help you define and achieve short-term and long-term financial objectives.

Fiduciary Advisory Services

Legally entrusted to act in your best interest, providing transparent and trustworthy financial advice.

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