Cameron Hendricks (CFP®)

Cameron Hendricks focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Hourly
  • Investment Advice with Ongoing Management

Planning Specialties

Our Continuous Service offers ongoing monitoring and implementation of your complete financial situation.

This service is similar to running a marathon—just because you have trained for and completed one doesn’t mean that you’ll be in the best shape of your life forever. A plan is no different.

As your financial situation changes and becomes more complex, it’s harder to account for all of the factors necessary to make good decisions.

Our six cornerstones of our Continuous Service are:

  • Financial Plan
  • Disciplined Investment Management
  • Estate Review
  • Cash Flow Summary
  • Tax Planning Opportunities
  • Tax Return Review

Additional Information

As evident by his book, Where Family and Finance Meet, Cameron focuses planning efforts on the family finance focused indvidiual. Many of these clients share common mindsets with their finances such as family gifting, charitable gifting, and overall leaving a legacy.

NAPFA Start Date

January 05, 2016

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This Office

1511 Sunday Dr Ste 300 Raleigh, NC 27607-5257 Phone: (919) 851-8200 ext 209 Fax: 888-494-7878