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Homeland Estate and Financial Services is a family business based in Durham, NC. We are a service organization that uses education, common sense, and respect to help our clients.

Financial Planning can be confusing. If you have any questions about what you read and hear, are overwhelmed with the technical jargon surrounding finances, and wonder who you can trust, talk to us.

We will use common sense terms to explain how you can keep the government from taking your money, have your money grow without the risk of loss, and lower your fair share of taxes.

And we can show you how to have enough money to last the rest of your life.

Check out our “N.I.C.E. PLAN™” and how it can help you achieve financial security.Browse our website and contact us with any questions about what you’ve heard on the television, the internet or in the paper. We can help.

Marcus Best
Mark Patty
Anne Stack
Stephen Stack
Marc Cram

We are financial planners with over 80 years of combined experience in the industry. We create comprehensive financial plans that allow our clients to safely grow their assets and create income streams they can’t outlive.

Our staff consists of seasoned professionals with industry leading designations and customer oriented attitudes. We are dedicated to superior service using the best resources at our disposal.

Why Work With Us

We approach every client with listening as the first and most important component of our work. We then educate you on the tools and processes that may provide the best results. Our main goal is to help you reach your goals by minimizing risks to ensure that you are protected from as many of the potential pitfalls as possible.


Our clients are interested in results, which they rarely define as beating market benchmarks. The associates in our Durham office follow a 5-step planning process to discover all of your objectives and concerns.

We look at each client as a unique opportunity to customize a plan that is suited to their individual situation, assets and concerns. This is not a one-size-fits-all approach. You are as unique as your fingerprints and we treat you as such.

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