Affiliated with the first-ever Raymond James office in Raleigh, NC

Our enduring family business fosters a culture built on

integrity, expertise, consistency and longevity.

 

We are a family financial planning practice.

Dick Hilliard, CERTIFIED FINANCIAL PLANNER™, founded our financial planning practice in 1973. When he teamed up with a few other advisors and joined Raymond James Financial Services, inc., Member FINRA/SIPC, as an independent advisory office in 1975 we became the first Raymond James office ever in Raleigh, NC.

Eric Hilliard, CERTIFIED FINANCIAL PLANNER™ , Dick’s son, joined the practice in 1995 and has been the branch manager since 2002.

Jenny Hilliard, Eric’s wife, joined the firm January, 2006. She has been working in the financial industry since 1993 and brings extensive and varied experience that has greatly benefitted our business.

Our extended office family includes Merribeth Valdez, Client Services Manager, who has been with us since 2005. It also includes Wade Stafford, CERTIFIED FINANCIAL PLANNER™, who joined our practice as an Associate Financial Advisor in 2012.

Integrity and expertise: We have an experienced team including three CERTIFIED FINANCIAL PLANNER™ professionals

Having a financial plan for achieving your future goals is more important than ever. That’s why one of the most important decisions you can make is choosing an experienced financial advisor whom you can trust, who will be honest with you and who will work to tailor a plan specifically for your needs.

Only individuals who have passed a rigorous set of criteria and meet strict ethical qualifications are eligible to use the Certified Financial Planner™ certification. Unlike many financial advisers, a CFP® professional must be a college graduate and have a minimum of three years of work experience in financial planning. In addition, a CFP® professional must:

  • Pass the comprehensive exam, which covers financial, tax, estate and retirement planning, investment management and insurance. The average pass rate is 56%.
  • Adhere to the CFP Board’s Code of Ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.
  • Pass a thorough background check and be subject to disciplinary action for infractions once becoming a certified financial planner.
  • Complete continuing education programs each year to maintain CFP® certification status.

 

Eric, Dick and Wade are all CFP® professionals and they have met these high standards for financial planning.

Consistency in commitment to fiduciary responsibility: We have maintained our relationship with Raymond James as independent advisors since 1975 believing it has been the best partner-firm for our clients. Since its inception, Raymond James has stressed fiduciary responsibility to clients and that is exemplified in everything the firm has done as it has grown into a first-class world-wide organization.

In a world where many financial planners change firms several times during their career and where financial firms have merged or bought each other out, we have been uniquely fortunate to be able to remain proudly affiliated with Raymond James since 1975. We chose to serve our clients as independent, professional advisors, which was very unique at that time and continue to do so today, believing it offers us the best mix of support and resources as well as the autonomy to make decisions that are always in the best interest of our clients.

Raymond James as a firm has remained steadfastly committed to supporting us in our quest to serve our clients as independent advisors. They provide us with top quality people, resources and technology that enable us to deliver best in class service and resources to our clients.

Longevity: We have been proudly serving our clients throughout Raleigh, the Triangle area, North Carolina, the United States and beyond since 1973.

Longevity is quite meaningful when you are seeking to hire someone for a service. Our firm has successfully steered our clients through many different types of markets and economic conditions over the years. We are honored to gain most of our new clients through referrals and to be serving multiple generations of families.


Our Mission

To help our clients achieve their own unique goals by providing superior

financial planning service, which includes managing their assets, protecting their wealth and

building their financial legacies.

 

Our Approach

For over 40 years we have been a trusted family business

serving our clients with a consultative approach

that examines all aspects of their financial lives.

We develop individualized solutions for creating and

protecting the wealth of our clients.

 

Our Objective

To accomplish our mission profitably with a commitment to excellence

and to positively impact our community.