An elevated advisory experience
We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment strategies and deliver a quality standard of service with every investment strategy we present. Whether managing your personal wealth or elevating your business to the next level, our team remains focused on the strategic thinking and opportunities that will help you pursue success.
Services we offer
Financial Planning
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
Retirement Planning
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
Corporate Retirement Plan Consulting
How you borrow and manage cash can be as important to the success of your wealth plan as having the appropriate investment strategy. That’s why we offer you a complete suite of cash management, banking and lending tools that give you the power to take advantage of your unique opportunities.
News & resources

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GDP & personal income and expenditures

Weekly market guide

Making a nonfamily successor the head of the family business

Did you know 529s are powerful estate planning tools?

Investing with a flat yield curve

Tempted by the van life? Weigh these logistical trade-offs

Following up on our 10 Themes for 2023
An elevated advisory experience
- Jay Holder
- 3515 Glenwood Avenue Suite 200 Raleigh, NC 27612-4934
- T 919.784.8300
- F 855.824.7380
- TF 800.688.4380
- Map & Directions
- Map & Directions
- Jay Holder
- 310 Bridge St Smithfield, NC 27577-3906
- Map & Directions
- Map & Directions
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