Financial Advice is a conversation like no other.

Looking for a Trusted, Independent Financial Advisor in Raleigh, NC?

Olde Raleigh Financial Group is an employee-owned, fee-only financial advisory firm dedicated to personalizing your investment journey. We offer comprehensive wealth management services, including:


Retirement Planning


Tax Planning


Portfolio Management


401k Allocation


Social Security Analysis


Education &
College Planning


Insurance Planning


Estate Planning


  • Independent & Client-Focused: We prioritize your best interests, free from conflicts of interest.

  • Experienced Team: Benefit from the combined wisdom and perspective of our seasoned advisors.

  • Fee-only Structure: Pay only for the services you receive, ensuring transparency and alignment.

  • Personalized Approach: We take the time to understand your unique financial goals and aspirations.

  • Technology-Driven: Leverage cutting-edge tools for clear communication and efficient plan management.

Our Commitment to You

Ready to start a conversation?

Call us today at (919) 861-8212 or schedule an appointment to learn more.

What can we help you with?

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