Sycamore Financial Planning, LLC

Ethan Earles is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Sycamore Financial Planning, LLC since 2021 and previously held roles at Commonwealth Financial Network and Tucker Bria Wealth Strategies. His background also includes experience outside finance, with positions at The Inn at Virginia Tech and Virginia Tech. Sycamore Financial Planning, LLC offers fee-only financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a goals-based approach with a focus on indexed mutual funds and provides services through standalone planning, combined planning and investment management, and business-sponsored planning for employees.

Charles Clifton is a CFP® with 14 years of experience in financial advising, currently serving at Sycamore Financial Planning, LLC since 2011. He holds the Series 65 designation and is based in Durham, NC. Outside of his advisory role, Mr. Clifton serves as President of the boards for both the GPN Alliance, Inc., which promotes education in financial advising, and the Triangle Collaborative Divorce Professionals, Inc., an organization focused on collaborative practice education. Sycamore Financial Planning, LLC provides fee-only financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and businesses. The firm offers multiple service tracks, including standalone planning and investment management, and is noted for its educational seminars and workshops, use of indexed mutual funds, and a billing structure based on hourly and fixed fees rather than assets under management.

Joshua Holland is a CFP® professional with nine years of experience in financial planning. He has been with Sycamore Financial Planning, LLC since 2015, working as part of a five-advisor team based in Durham, NC. Sycamore Financial Planning provides fee-only financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and businesses. The firm serves both non-high-net-worth and high-net-worth clients through standalone planning, planning-plus investment management, and business-sponsored employee planning, emphasizing indexed mutual funds and educational seminars as part of its service offerings.