Financial Planning in Wake County

Stop Guessing and Start Planning.

There is no judgment here - only a path forward. Whether your finances are a mess or you're just unsure of your RSU strategy, we specialize in organizing the chaos for The Triangle's high-income professionals. - Kris Alban, Accredited Investment Fiduciary (AIF®).

Get in touch - today.

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When Success Feels More Like a Burden Than a Blessing.

You've climbed the mountain, but the view is clouded by complexity. You've earned the right to be confident, yet the complexity of your finances makes you feel like you might miss something. You're likely tired of:

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The Tax "Surprise":

Paying thousands more than necessary because your accounts lack a cohesive plan.

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The Equity Gamble:

Feeling paralyzed by your RSUs - trapped between the fear of selling too early and the nightmare of watching it all drop.

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The Mental Weight:

Having a "to-do" list that never ends, wondering if you're the only high-earner who doesn't have it all figured out.

Your Local Fiduciary Partner in Wake County.

We provide Fee-Only Financial Planning (no commissions, no hidden agendas) designed to turn your financial "what-ifs" into a written, actionable blueprint.

Retirement Roadmap

A crystal-clear calculation of exactly what you need to maintain your lifestyle in retirement.

RSU & Stock Option Strategy

We'll build a liquidation plan that maximizes your gains while minimizing your risk.

Zero-Judgment Audit

We'll help you clear the clutter and organize your scattered accounts into one simple, cohesive plan.

Local Expertise

You aren't calling a 1-800 number. You're working with a neighbor who is legally obligated to put your interests first.

High-Income Success Shouldn't Feel Disorganized.

You've worked incredibly hard to reach this level of success. But as your income grew, so did the complexity. Between navigating RSUs, fluctuating stock options, and the high cost of living here in Wake County, it's normal to feel like you're "winging it" - even if your paycheck says otherwise.


I'm Kris Alban. I live here in Cary, my kids go to school here, and I see the same "high-income anxiety" every day. You aren't alone if you feel like your financial "junk drawer" has gotten a little too full. Whether it's a portfolio you haven't looked at in a year or a tax strategy that feels like a guessing game, there is no room for judgment here. My goal isn't to critique your past - it's to organize your future.


Don't worry about being "ready" or "organized." - Get started on getting clarity today!

Kris Alban, a financial advisor and fee-only financial planner serving Apex and Cary in North Carolina

Kris Alban - Accredited Investment Fiduciary (AIF®)

Common Questions I Hear…

  • Why a local advisor?

    Because your time is valuable. This call is a quick, focused way to determine your needs and see if I'm the right fit for you.

  • What if my finances are a mess?

    The 15-minute call is 100% free and comes with zero obligation. It's just a chance to get some quick clarity and see if we are a fit for each other.

  • What exactly does "Fee-Only" mean for me?

    It means total transparency. I am not allowed to accept commissions, kickbacks, or referral fees from investment products. You pay for my advice and expertise, period. This removes the "salesperson" dynamic entirely. You get an advisor who is on the same side of the table as you, ensuring every recommendation is solely in your best interest.

  • Do I need to have all my statements and spreadsheets organized before we talk?

    Absolutely not. This is a genuine 15-minute conversation focused entirely on your situation. I only discuss my services if we both agree there's a valuable path forward after we've established your needs.

  • Who do you typically work with?

    I primarily work with working professionals and small business owners in Apex & Cary.

  • How do you ensure transparency?

    As fiduciaries, we operate on a fee-only basis, ensuring all advice is in your best interest. You'll always know what you're paying for and why.