Services

Dare Capital Management, LLC is a fee only fiduciary investment advisory service offering ongoing investment management and financial planning on the Outer Banks of North Carolina. We work with individuals, families, businesses, trusts and estates to build a financial game plan tailored to the client’s individual circumstances.

Some folks really enjoy the work that’s required to keep up with their investment portfolios and financial lives. We’re glad to help them, but we also help quite a few folks who aren’t as keen on the work involved. We get to know our clients well and prepare a financial game plan that takes individual circumstances into consideration.

We strive to be tax-efficient, diversified, low cost, flexible, and sophisticated. Our goal is to help our clients reach their financial goals, simplify the often-confusing investment process, and provide peace of mind regarding financial direction.

What is a Fee Only Fiduciary?

What We Offer

Dare Capital Management partners with CPAs, attorneys, and other financial experts to provide a professional team on behalf of and for the benefit of our clients. The most common financial services we offer include:

Ongoing Investment Management

Tax Planning

Retirement Planning

Estate Planning

Investment Record-Keeping and Proxy Voting

Financial Planning Consultations

We strive to develop customized plans for our clients. Contact us to get started on a plan that works for you!