Our business was built to serve you. Collectively, we offer decades of experience, which we dedicate to crafting innovative, thoughtful financial strategies for clients. We take the time to get to know your lifestyle, goals, and values, so we can deliver a plan designed to propel you toward the future you've envisioned for yourself and your family. Offering the breadth of resources and capabilities of a large corporation, we provide the tailored, attentive service of a small firm.
We have been proudly serving our clients throughout Raleigh, the Triangle area, North Carolina, the United States and beyond since 1973. We are honored to gain most of our new clients through referrals and to be serving multiple generations of families.
Our business has fostered a culture built on Integrity, expertise, experience, and service. You find those traits weaved through all we do for you.
Integrity: As your trusted advisors, we have remained committed to the highest standards of fiduciary responsibility, acting in the best interest of our clients. We will always be honest with you and we will advocate for your long-term financial success through persistent management and on-going guidance.
Expertise: We have an experienced team including three CERTIFIED FINANCIAL PLANNER™ professionals. Our firm has successfully steered our clients through many different types of markets and economic conditions over the last several decades.
Experience: 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.
Service: Raymond James as a firm has remained steadfastly committed to supporting us in our quest to provide our clients top-notch service as independent advisors. Partnering with Raymond James, we have resources and technology that enable us to deliver best in class service to our clients.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.