Phoenix Wealth Advisors

Phoenix Wealth Advisors is a financial planner located at 100 Europa Dr #390 in Chapel Hill, NC. The business has a 5.00 rating. Nearby landmarks include Fordham Boulevard, Progression, Turnberry, East Franklin Street, North Fordham Boulevard, and The Meadows.

The website describes Phoenix Wealth Advisors as a knowledgeable and trustworthy team of financial consultants in the Chapel Hill Area. Their specialties include financial advising, wealth management, and retirement planning. The team helps clients create an efficient and effective wealth plan. The website also mentions the 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research. This ranking is based on an algorithm of qualitative and quantitative criteria, including data from the period from 3/31/2024 to 3/31/2025. The ranking was released on 01/07/2026. To be considered, advisor teams must have at least seven years of experience, have been in existence for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm considers factors like revenue trends, assets under management, compliance records, and industry experience. The website notes that portfolio performance is not a criterion due to varying client objectives and a lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award. The site clarifies that this ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee for this award/rating. The website also addresses common client concerns, such as a retirement portfolio not aligning with retirement lifestyle, uncertainty about financial plans, and managing generational wealth. The team can help create a customized financial plan, bring clarity to financial matters, and actively manage portfolios. The website includes a quote from Phoenix Wealth Advisors: "We want to understand what your goals are. We want to understand what helps you sleep at night." It outlines a three-step process to financial clarity, starting with listening to understand financial goals, then planning by analyzing data.