Doug “Buddy” Amis, CFP®️
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Cardinal Retirement Planning
Doug “Buddy” Amis, CFP®️ He/Him
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Advisor
Durham, NC
Serving Clients Nationwide
Expert Advice Delivered With All the Details
Areas of Focus
- Compensation Planning
- Health Care Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Doug “Buddy” Amis started his financial services career as a Financial Advisor and Registered Representative for a nationally-recognized broker dealer and investment advisor prior to becoming a full-time fiduciary at Cardinal Retirement Planning, Inc. A lifelong “Tar Heel” and graduate of the Economics and English programs at the University of North Carolina at Chapel Hill, Buddy dove into entrepreneurship with two feet when he purchased Cardinal Retirement Planning in 2018 after helping charter the company in 2013.Buddy earned his Series 7 and 66 securities registrations as well as the CERTIFIED FINANCIAL PLANNER™ certification, Chartered Life Underwriter (CLU®) designation, and Certification for Long-Term Care (CLTC®). Buddy enjoys providing financial services to clients across North Carolina, Florida, South Carolina, Texas, Virginia, Ohio, and other states where legally permitted. Buddy continues to volunteer with his fraternity and alma mater, acting as a chapter advisor and scholarship advisor. He resides in Durham with his wife, Christiana, and their cat, Elmo.
Professional Designations
- Certification in Long-Term Care (CLTC)
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Life Underwriter (CLU)
Affiliations
- CFP Board
Primary Location
Durham, NC 27707
Meeting Options
- Video Conference
- In-Person
- Phone
- Group Classes
Compensation Methods
- Commissions
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
We’ll spend up to an hour learning about you, your goals, and your needs. This gives us the background needed to clearly propose areas where we can help and offer immediate advice if we can, and gives us both time to be sure our firm is the right fit. There is no fee for the initial meeting and no obligation to contract our services. Whether you’re just beginning to think about planning for retirement, are exploring investment management, or need an independent review of 401(k) options or insurance benefits, we’re here to help. Click the 'Book Intro Call' button above and fill out the form to connect with us. We look forward to helping you!Offers Investment Management
Yes
About our Firm
Originally chartered in 2013, Cardinal Retirement Planning, Inc. provides comprehensive investment advising and management, financial planning, and tax consulting. Doug “Buddy” Amis took over ownership in 2018.In 2018, Buddy began to incorporate work from PhDs, including CIO Anessa Custovic, with backgrounds in quantitative modeling & research and financial econometrics instruction.Cardinal Retirement Planning pairs our sophisticated quantitative research with longstanding principles of financial planning to create holistic plans that are robust enough to weather financial uncertainties but also flexible enough to support life’s surprises. Leverage our experience in financial planning, investment management, and tax planning; Cardinal Retirement Planning’s team of professionals can help you make dollars and sense.
Education
The University of North Carolina at Chapel Hill, B.A. English and Economics
Volunteer Experience
Buddy volunteers with his fraternity and alma mater, acting as a chapter advisor and scholarship advisor, and is on the board of Durham Community Land Trustees as a Public Representative.
Badges
Hobbies and Interests
- Cars
- Eating Out
- Family
- Hunting
- Video Games
- Volunteering
- Wine
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Caregivers
- Corporate Executives
- Couples
- DIY Investors
- Educators
- Gen X
- Healthcare Professionals
- Investors
- LGBTQ
- LGBTQ Couples
- Living in Retirement
- Nonprofit Employees
- Physicians
- Special Needs
- Technology Professionals
- Veterans
- Widow
- Women Professionals
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Write a Review
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Our investment adviser for many years!
✅ Wealthtender Certified Advisor Review™
Oct 31, 2023
Buddy will continue to be our investment advisor for years to come, because he is.
Knowledgeable
Trustworthy
Accessible
Friendly.
We are in good hands and enjoy working with Buddy!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Takes pride in helping people get the most out of the financial needs for the client
✅ Wealthtender Certified Advisor Review™
Feb 21, 2023
I have been working with Buddy for many years with help with my father's finances and he has been wonderful.
Providing all the answers it seems when I have questions.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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