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Financial Planning in the Triangle

Looking for a professional to ask all of your financial questions, manage your money, or see if you are on track to meet your goals? We have you covered! We offer financial planning in Raleigh, Durham, Chapel Hill, and surrounding areas.

(You can use this tool without being required to enter your contact info)

(This tool requires your name and email to use, but there is no obligation to set up a meeting)

Dustin A. Jones, CFP®
954-800-5500 x 161 NC

I'm a CERTIFIED FINANCIAL PLANNERTM professional living in Wake Forest, NC with my wife, son, and two dogs. I design and manage financial plans for Fortune 360 Group clients nationwide, and also specialize in asset management and retirement plans for businesses.

I believe financial wellness is a big part of everyone’s general wellness, can contribute to a happy, healthy life, and can reduce stress. I value a good work-life balance and enjoy spending time with my family, running, traveling, having a good cup of coffee, and rooting for the Carolina Hurricanes. Read my full bio to find out more about me.

We offer financial planning in Raleigh, Durham, Chapel Hill, and the surrounding areas. We also offer virtual meetings if you're out of the area.

Our Process

In the first meeting we'll make sure we're a good fit for your needs and make sure you're comfortable working with us. If you decide to hire us, future meetings can be online or out and about. Your choice.

Our History

There’s no cost for the first meeting. Just fill out the contact form below and we’ll reach out to you to get some basic information. We’ll get to know more about you, your goals, and your financial situation at the first meeting. We’ll also try to provide you with some quick guidance that you can take action on immediately, but we won’t be able to cover everything.

Our Values

After the first meeting we’ll work with you to create a comprehensive financial plan. Follow up meetings are usually quarterly after that, with email and phone support between meetings year-round.

Our Resources

If you’re not ready to book a meeting yet, feel free to use our planning tool, financial calculators, or reference our Knowledge Center at the top of the page for handy articles and videos on a variety of financial topics.

Some areas that will be covered:

Cash Flow Planning

Debt Management


Tax Planning

College Planning

Retirement Planning


Estate Planning


Depending on your needs, we have multiple options and pricing structures to choose from.

Financial planning only letting you maintain control over your own investments.


Financial planning isn’t just for those with significant savings. We have experience serving a wide range of clients in different stages of life including the following:

  • New entrants to the workforce
  • Clients interested in buying a house, starting a family, or saving for retirement
  • Families with children planning for college savings
  • High net worth individuals and high-income earners seeking to accumulate wealth
  • Business owners
  • Clients approaching retirement
  • Clients in retirement and on fixed incomes
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