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Practice Areas

Sycamore Financial Planning strives to make affordable, objective, high-quality financial advice available to all who seek it.  In support of this goal, Sycamore is organized as a full-service financial planning firm in which our planners work as a team serving offices in Durham and Charlotte, North Carolina.  This collaborative approach ensures the necessary expertise and resources are engaged to help our clients achieve their goals.

Sycamore has developed the following key practice areas to deepen our expertise.  Collaboration among our planners across these practice areas fosters innovative solutions to our clients’ financial challenges.

We invite you to explore our firm and each of its practice areas.

  • Comprehensive Financial Planning
  • Investment Management
  • Divorce Financial Planning
  • Socially Responsible Investing
  • Long-term Care & CCRC Planning

Practice Areas

  • Comprehensive Financial Planning
  • Investment Management
  • Divorce Financial Planning
  • Socially Responsible Investing
  • Long-term Care & CCRC Planning

Contact

Durham / Raleigh / Chapel Hill
Phone: (919) 213-1737
1005 Slater Road, Suite 320
Durham, NC 27703

 

Charlotte
Phone: (980) 272-7676
525 North Tryon St, Suite 1600
Charlotte, NC 28202

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