Financial Planning & Wealth Management
We have learned over the years that we can deliver more value to our clients using a comprehensive approach. While we place a strong emphasis on portfolio construction and performance over the long term, we feel that our clients are best served with an initial, in-depth financial plan.
In addition to investment planning, we also explore cash flow management, budgeting, risk management (to include long-term care planning), estate planning, and tax planning.
Independent Financial Advisors
As an independent financial planning and investment firm serving Raleigh and Wilmington, North Carolina, and Knoxville, Tennessee, our financial planners have the freedom to choose from a wide array of investment options. We are not employed by an insurance or investment company, so your best interests are always our top priority.
What We Do
Investments
We offer a wide range of cost-effective investment solutions to address your risk profile and help you work toward your financial goals. We utilize low-cost exchange traded funds and low-cost mutual funds as needed. Learn more about our approach to investing.
We Are Fiduciaries
As investment advisor representatives serving clients in Raleigh and Wilmington, North Carolina, we are held to a fiduciary standard of care. This means that we are obligated to hold your best interests above our own.
Our Financial Planning Team
We coordinate your investment and financial planning with CFP® (Certified Financial Planner) and CFA® (Chartered Financial Analyst) professionals who provide tremendous insight while we build and monitor your portfolio & financial plan. See our About Us page to learn more.
Passionate About Your ROI (Return on Investment)
We will walk you through the value of our financial advice both qualitatively and quantitatively. We will also provide you with third-party research from Vanguard and others that have explored the value of professional financial advice.