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.