Iarann Wealth
The Cliffs of Moher rising above the Atlantic Ocean in Ireland
Iarann Wealth

Durham, NC · Serving clients nationwide

Wealth planning.
Built around you.Strategic wealthmanagement forEngineers, Tech Professionals, Attorneys, Retirees, Business Owners, Family Estates.

Financial planning and investment management shaped around your goals, your family, and your future.

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Behind our name

Strength in our name.
Care in every plan.

Iarann means “iron” in Irish Gaelic. It’s a nod to our roots and the strength and resilience behind our approach. For your financial life, that means thoughtful planning, disciplined investing, and steady guidance as your goals evolve.

20+
Years combined experience
CFP®
Certified Financial Planners
CFA
Chartered Financial Analyst
EA
Enrolled Agent · IRS
Trusted platforms
Fidelity logoCharles Schwab logoRight Capital logoOrion logo
Our Services

Every decision.
One coordinated plan.

Financial planning for every part of your life. Tap a service to explore.

Not sure where to start? A 30-minute conversation will tell you.

Schedule Consultation
Our Team

Meet the team.

Credentialed advisors with decades of combined experience across planning, investments, tax, and operations.

Connor Low

Connor Low

CFP®, EA, ChFC®
Owner / CEO · Wealth Management Advisor

Connor Low is the Founder of Iarann Wealth, an independent wealth management firm based in Durham, North Carolina. Highly analytical and entrepreneurial by nature, Connor enjoys understanding how things work, questioning conventional thinking, and finding better ways to solve complex problems. He has a strong drive for continuous improvement, whether that means building a business, pursuing a new idea, or taking on a new challenge.

Esmeralda Quintero

Esmeralda Quintero

CFP®, ChFC®, RICP®
Wealth Management Advisor

Based in San Diego, Esmeralda specializes in helping high-performing women particularly attorneys simplify and align their financial lives with clarity and intention.

Adam Haller

Adam Haller

CFA
Director of Investment Management

A seasoned professional in risk management and capital markets, Adam specializes in fixed income portfolio management with experience at the Federal Reserve Bank of Richmond and large banks.

Mackenzie Harbinson

Mackenzie Harbinson

Director of Client Experience

Originally from Hickory, NC and based in Raleigh, Mackenzie has been a valued member of Iarann Wealth since 2023, leading client experience and operations.

Whitney Bishop

Whitney Bishop

Client Service Assistant

Originally from New York, Whitney now calls North Carolina home. She brings a diverse professional background in military service, healthcare, and leadership, with a strong passion for helping others and building meaningful relationships.

Featured Podcast

2025 Market Volatility:What investors need to know.

Hear Connor Low discuss how shifting markets can influence investment strategy, risk, and the financial decisions ahead.

Artwork for the podcast episode about 2025 market volatility with Connor Low
Episode 323 · Featuring Connor Low
Listen on Spotify
Who We Serve

Planning for every stage of life.

Find the support that fits you. Tap a group to learn more.

Our Process

A clear path from clarity to confidence.

Every relationship follows a transparent, four-stage journey designed to deliver lasting value, not just a one-time plan.

  1. 01

    Discovery

    A complimentary conversation to understand your goals, values, and the full picture of your financial life.

  2. 02

    Planning

    We design a customized strategy across investments, tax, retirement, and estate tailored to your situation.

  3. 03

    Implementation

    We execute the plan, coordinate with your other professionals, and put each recommendation to work.

  4. 04

    Ongoing Guidance

    Quarterly reviews, proactive updates, and decision support as life and markets evolve.

Client Voices

Trusted by clients
across the country.

Real reviews from professionals, executives, founders, and families who work with Iarann Wealth.

"Working with Connor has given me something I didn't fully have before: confidence that my financial life is on track."

Connor takes the time to understand the full picture and builds a strategy that feels personal, thoughtful, and easy to trust.

Jason testimonial portrait
Jason
Regional Vice President - Sales Engineering (SLED), Rubrik

"Connor makes it all feel manageable. He's direct, avoids the industry jargon, and takes the time to explain the pros and cons behind every decision."

His guidance has been especially helpful around RSU vesting, equity compensation, and understanding the tax implications of investment decisions.

Chris testimonial portrait
Chris
Master Engineer, Software Applications, Broadcom

"Connor truly understands the unique dynamics that come with compensation and financial opportunities in the tech industry."

He is knowledgeable, thoughtful, proactive, and able to turn complex financial concepts into clear, actionable guidance.

Sarah testimonial portrait
Sarah
SaaS Sales Specialist

"He brings deep technical expertise, but what truly stands out is how naturally he connects with people."

Connor makes clients feel confident, educated, and included while providing thoughtful, ethical, and personalized care.

Chrissy, CPA, MBA testimonial portrait
Chrissy, CPA, MBA
Independent Controller, A.B.O.V.E. the Books

"Connor is one of the most intelligent and intuitive financial professionals I have ever met."

His holistic approach goes beyond financial products, helping clients understand protection planning, estate planning considerations, business planning, and long-term financial well-being.

Karli, Esq., MBA testimonial portrait
Karli, Esq., MBA
Managing Attorney & Founder

"He's really good at what he does."

Connor explains what matters in plain language, helps clients understand the tradeoffs before making decisions, and provides responsive, honest guidance over the long term.

Larkin testimonial portrait
Larkin
Staff Software Engineer, AI/ML Systems

"Her professionalism, patience, knowledge, and genuine care for my best interests are what made her stand out."

Esmeralda helps make financial literacy approachable, offering guidance across topics like investing, tax considerations, life insurance, and cash flow strategies.

Chi Shing, MBA testimonial portrait
Chi Shing, MBA
Senior Account Executive at Microsoft

"She has been able to provide financial wisdom with heart and knowledge."

Esmeralda brings warmth, empathy, insight, and structure to the financial planning experience.

Yadira, Psy.D., ACUE, HSP-P testimonial portrait
Yadira, Psy.D., ACUE, HSP-P
Bilingual Clinical Psychologist

"Esmeralda is empathetic, warm, and incredibly thoughtful in how she approaches each client's unique situation."

Her approach leaves a lasting impression through genuine care, thoughtful guidance, and an ability to meet clients where they are.

Suhel testimonial portrait
Suhel
Product Leader at Microsoft

"Excellent! Very thorough, pays attention to what is important to client, great with follow up and communication."

Quick response - excellent service. Highly encourage consideration of working with the team. Very professional and collaborative team.

Beverly Scruggs testimonial portrait
Beverly Scruggs
Senior Vice President, Atlantic Union Bank

"Connor and Mackenzie have been very helpful, knowledgeable and patient."

Team is great, knowledgeable and easy to work with.

Erin W. testimonial portrait
Erin W.
Director of Client Services, DOC Services, Inc.

"We've used Connor for several years now and are so impressed by his knowledge and professionalism!"

If you're looking for a financial adviser, he's your guy! He and his team are so organized and on top of it all.

Kaitlin Meney testimonial portrait
Kaitlin Meney
Neuroscience Sales Specialist, Charleston, SC

"I cannot recommend Connor Low highly enough."

He is knowledgeable and genuinely invested in the success of his clients.

Elizabeth Weddendorf, PharmD, BCPS, BCOP testimonial portrait
Elizabeth Weddendorf, PharmD, BCPS, BCOP
Clinical Pharmacy Specialist, Gynecologic Oncology

"I highly recommend consulting with Connor for financial advisement and wealth management."

He distinguishes himself among his cohort through his exceptional ability to navigate complex financial frameworks and make data-driven decisions that align with his clients' long term goals.

Ben Barry, EA, NP testimonial portrait
Ben Barry, EA, NP
Enrolled Agent | Nurse Practitioner

"Connor Low is an exceptional wealth advisor and someone I trust completely."

Connor is dependable, thoughtful, and incredibly responsive. He is the kind of professional you know will show up and follow through every single time.

Carrie Loring testimonial portrait
Carrie Loring
VP Business Banker, First National Bank | Banking, Lending, Growth

"I highly recommend Connor Low for your financial investments and long term goals."

Connor Low is truly an exceptional financial advisor, knowledgeable, hands-on, and incredibly proactive.

Norma Chen testimonial portrait
Norma Chen
Neurology Senior Specialty Sales Representative | 4x President’s Club Winner 🏆

"Connor has proven to be a reliable partner on multiple mutual client engagements."

Time and time again he has shown himself to be a strong and knowledgeable financial advisor that prioritizes the clients goals first.

Ryan L. Furman, CPA testimonial portrait
Ryan L. Furman, CPA
Partner, Furman CPA PLLC
Pricing

Transparent pricing, tailored to your needs.

Every family, professional, and business we work with has unique goals. Quotes are customized after an initial discovery conversation — no hidden costs, no surprise charges.

Flat / Hourly

Fee-Based Planning

Comprehensive or project-based engagements covering retirement, equity comp, tax strategy, insurance, and estate.

  • Custom scope after discovery
  • Flat or hourly fee options
  • Tax & estate coordination
Project-Based

One-Off Projects

Tax planning and Fractional CFO engagements scoped to a specific project, deliverable, or initiative.

  • Tax planning projects
  • Fractional CFO services
  • Equity comp analysis
% of AUM

Assets Under Management

Ongoing investment management with full planning included, structured as a percentage of assets managed.

  • $1M minimum
  • Investment management
  • Ongoing planning included
Schedule a Discovery CallNo obligation · Complimentary
FAQ

Common
questions.

Don't see your question? Reach out during your discovery call — we're happy to walk through anything on your mind.

We believe financial advice should go beyond investments. At Iarann Wealth, we take a personalized, comprehensive approach that combines financial planning, investment management, tax strategies, and retirement planning. Our goal is to help you make smarter financial decisions and build long-term wealth.

Absolutely. We work with a network of trusted professionals, including estate attorneys, CPAs, tax specialists, insurance professionals, and real estate experts. Our goal is to be your central financial resource and help coordinate all aspects of your financial life.

We start with a complimentary discovery meeting to understand your goals and financial situation. From there, clients can choose comprehensive financial planning for a flat fee or ongoing wealth management that includes investment management and financial planning. Our process focuses on discovery, planning, implementation, and ongoing guidance.

Being independent means we aren't tied to one company's investment products or solutions. This gives us the flexibility to provide personalized recommendations, access a broad range of investment strategies, and focus on what's best for each client's unique financial situation.

Schedule Consultation

Take the first step toward
securing your financial future.

Complimentary. No obligation. Response within 24 hours.

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