Business Details
40 Years
experience
Your Trusted Financial Freedom Partner in Durham, NC
Founded in 1986, Fulbright & Fulbright CPA PA has served the Durham community for over 25 years, offering comprehensive financial planning, accounting, and investment advisory services. Our firm, led by Edward D. Fulbright and Genevia Gee Fulbright, combines over 50 years of combined professional experience to help clients achieve financial independence. We specialize in tax planning, estate management, retirement strategies, and business consulting, serving professionals, entrepreneurs, and retirees. As a fee-only fiduciary, we prioritize client interests through unbiased advice and a holistic approach integrating all financial aspects.Recognized with the 2014 Silver Award from Durham Magazine, we emphasize client education through our extensive resources, weekly newsletter, and syndicated radio program. Our open retainer program allows unlimited consultations, ensuring continuous support tailored to individual needs. With licenses in multiple states and credentials including CPA, CGMA, and PFS, we uphold rigorous professional standards. Our commitment to innovation and community engagement has made us a trusted partner for clients nationwide and internationally.
Services
Financial Planning
Tax Preparation
Investment Advisory
Business Consulting
Estate Planning
Retirement Planning
Risk Management
Coaching Services
Accounting Services
Board Advisory
Details
- Year established: 1986
Highlights and features
- We offer a holistic approach integrating tax, estate, and investment planning.
- Our fee-only commitment ensures unbiased financial advice.
- Open retainer program allows unlimited consultations.
- Credentialed professionals with CPA, CGMA, and PFS designations.
- Award-winning service recognized by Durham Magazine.
Associations and certifications
- Certified Public Accountants (CPA)
- Chartered Global Management Accountant (CGMA)
- Personal Financial Specialist (PFS)
- Registered Investment Advisor
Services
Financial Planning
Our financial planning services help clients achieve long-term financial goals through personalized strategies. We analyze income, expenses, investments, and risk tolerance to create comprehensive roadmaps. Clients benefit from tailored advice on retirement, estate planning, and tax optimization.
Tax Preparation
We provide expert tax preparation for individuals and businesses, focusing on minimizing liabilities and maximizing refunds. Our team stays updated on evolving regulations to ensure compliance while optimizing tax strategies for clients' unique situations.
Investment Advisory
As fee-only fiduciaries, we offer unbiased investment advisory services. We design diversified portfolios aligned with clients' risk profiles and financial objectives, emphasizing long-term growth and asset protection through continuous monitoring and adjustments.
Business Consulting
Our business consulting services assist entrepreneurs and small businesses with strategic planning, financial organization, and growth strategies. We provide guidance on board development, operational efficiency, and succession planning to enhance business sustainability and profitability.
Estate Planning
Estate planning services ensure clients' assets are distributed according to their wishes while minimizing tax implications. We collaborate with legal professionals to create wills, trusts, and advanced directives tailored to individual family and financial circumstances.
People
Edward D. Fulbright
Chair & CEO
Edward D. Fulbright, CPA, CGMA, PFS, founded the firm in 1986. With decades of experience in accounting and financial planning, he holds a Series 65 license and is a Registered Investment Advisor in North Carolina.
Genevia Gee Fulbright
President & COO
Genevia Gee Fulbright, CPA, CGMA, oversees accounting and tax operations. A Governance Fellow by the National Association of Corporate Directors, she brings extensive audit and advisory expertise to the firm.
Questions
What services does The Financial Freedom Highway offer?
We provide financial planning, tax preparation, investment advisory, business consulting, estate planning, and retirement strategies tailored to professionals, entrepreneurs, and retirees.
How are you different from other financial advisors?
As fee-only fiduciaries, we avoid commissions and integrate tax, investment, and estate planning into holistic strategies. Our open retainer program allows unlimited consultations for ongoing support.
Do you work with clients outside North Carolina?
Yes, while based in Durham, we serve clients nationwide and internationally, including locations like California, New York, and London, through virtual consultations and digital tools.
What credentials do your advisors hold?
Our team includes Certified Public Accountants (CPA), Chartered Global Management Accountants (CGMA), Personal Financial Specialists (PFS), and Registered Investment Advisors with decades of combined experience.
How can I access educational resources?
Our Education Center offers 3,000+ pages of materials, videos, and audio files. Subscribe to our weekly newsletter or listen to our syndicated radio program 'Mastering Your Money' for ongoing financial insights.
Videos
