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Accounting Firm

Fulbright Financial Consulting PA

Durham financial consulting and CPA practice for professionals, business owners, entrepreneurs and retirees

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About Fulbright Financial Consulting PA

Fulbright Financial Consulting PA gives financial planning, tax and accounting advice to professionals and business owners in Durham. It works together with the related CPA firm Fulbright & Fulbright, CPA, PA and runs its own money-management programme.

Services

  • Financial planning: planning aimed at clients' long-term financial independence.
  • Investment advice: investment strategy as part of a client's wider plan.
  • Tax and accounting: tax preparation and planning, plus accounting for businesses.
  • Business consulting: advice for business owners on running their firms.
  • Risk and estate planning: risk management, estate planning and social security timing.
  • Client portal: online access to documents and tools for clients of both firms.

Clients

Its clients are professionals, entrepreneurs, business owners and retirees, including people with medical and doctoral degrees.

Key facts

  • Based in: Durham
  • Local presence: more than 25 years in the Durham community
  • Related firm: Fulbright & Fulbright, CPA, PA

Profile written by TrustList from the business's own published information, Sep 2026.

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