History
Sycamore Financial Planning was founded in 2011 with a guiding vision to make holistic, objective financial advice available to everyone. To make this vision a reality, the firm adopted an hourly financial planning model that required no minimum asset level or fees for its clients. Our first location was in the Durham / Raleigh / Chapel Hill area, and in 2013 we opened our Charlotte location.
Specialties
Sycamore Financial Planning provides comprehensive financial planning services including retirement analysis, investment analysis, insurance planning, estate planning, and limited tax guidance.