Financial Services

Beacon Pointe is an independent advisory firm dedicated to providing thoughtful investment guidance and comprehensive consulting services to institutions. Beacon Pointe’s Institutional Consulting Services Group emphasizes the importance of process in order to understand each unique client, design a customized strategy, and oversee the investment portfolio. Beacon Pointe partners with clients either in an advisory (non-discretionary) capacity, an outsourced CIO (discretionary) capacity or through a hybrid approach.

Bryant & Brannock is an independent Registered Investment Advisory firm located in Durham, NC. We offer investment advice, portfolio and endowment management, fee-based financial planning, and retirement plan support services.

We work closely with non-profit, small business and corporate clients regarding their needs by assisting and advising decision-makers to assess, shape, and maintain the portfolio, 401(k) or 403(b) plan that meets their needs. From design to implementation to maintenance and employee education, we bring the same level of individualized attention to our clients, large or small.

Since 1991, the Charitable Services Group at U.S. Bank has provided expert management and administration for public charities and nonprofit organizations to help ensure every dollar counts. Focus your time and energy on the broader goals of your mission by letting us provide you with the services you need to structure, manage and operate your organization.

Our mission is to help small businesses grow into profitable, successful companies by providing financial, managerial, and strategic expertise.

We manage your benefits so you can manage your business

EBMG specializes in the delivery of responsive group benefits management. Since 1998, we’ve helped businesses leverage our expertise to attain cost-effective benefits, access integrated technology, and simplify the management of their benefits programs.

We service your plans year-round – not just when it’s time to renew – saving you time, supporting your growth, and assuring prompt and proactive support that your company will value.

eCIO is a Registered Investment Advisor dedicated to serving nonprofits. Our team of fiduciary advisors partners with nonprofits in North Carolina and nationwide to manage their endowments and other investment assets. Our clients are of all types and sizes, each with different investment needs. Whether starting a new investment fund, replacing a self-managed approach with professional management, or looking to change investment advisors, nonprofits turn to eCIO for our deep understanding of nonprofit investment best practices.

At Strickland Hardee, our nonprofit team offers a personal relationship that few accounting firms can match. Working close with our clients in the not-for-profit sector, we help these organizations find ways to fulfill their missions while maintaining the public’s trust.

We are experienced in providing the following services to the nonprofit organizations:
Financial Audits
Yellowbook Audits
Single Audits
Capital Asset Maintenance
Informational Tax Returns (Form 990)
Internal Control Evaluations
Training Seminars
GAAP Accounting

For years, Norton Collar Lund Lilley, PLLC has been providing quality, inclusive financial guidance to not-for-profit entities. Our expertise ranges from tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

Viola Insurance Services, Inc., founded in 2013, is an independent insurance agency with a passion to serve non-profit organizations. We understand the unique risks that non-profit organizations face and offer a full complement of coverages and programs specifically tailored for all types of non-profits.

Better financial tools mean better stewardship and mission fulfillment. Dean Dorton Allen Ford, PLLC (Dean Dorton), based in Raleigh, NC, is a full-service CPA and technology consulting firm that specializes in implementations and integrations of accounting software solutions for nonprofits. We offer outsourced accounting services along with leading financial management tools- Microsoft 365 Business Central and cloud-based Sage Intacct- that guarantee performance-driving components for your finance teams.