Financial Advice is a Conversation like No Other.
Over 40+ Years of Dedicated, Independent Financial Advisor in Raleigh, NC
Olde Raleigh Financial Group is an employee-owned, fee-based financial advisory firm dedicated to personalizing your investment journey. We offer comprehensive wealth management services built around your goals.
Retirement Planning
Investment Management
College Planning
Tax Planning
401k Allocation
Our Commitment to You
Financial Guidance Built Around Your Priorities
- Independent & Client-Focused: We prioritize your best interests, from initial conversation and onward.
- Experienced Team: Benefit from the combined wisdom and perspective of our seasoned advisors.
- Fee-based 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 comprehensive tools for clear communication and efficient plan management.
Ready to start a conversation? Call us today at (919) 861-8212 or schedule an appointment to learn more.
Retirement Planning
To achieve the retirement you've envisioned, you'll need a strategic plan to get you there - and beyond. Retirement isn't merely a destination, it's a journey over many years. Our goal is to work with you to create a plan that will not only help you accumulate assets, but also preserve them throughout retirement.
Tax Planning
Should you do Roth Conversions? To help offset taxes, should you do some charitable giving and if so how much? What do your future IRA Mandatory Distributions project to be and what are the projected tax implications? We can help you and your CPA with these challenges.
Charitable Giving
We can help you create a charitable giving plan that not only helps the organizations you're passionate about, but also has the potential to generate tax benefits and further your overall wealth management plan.
Life Insurance
Planning for the unexpected is a wise way to help protect you and your family. That's why insurance plays a crucial part in your financial plan. We'll help you explore the various insurance options for your family's unique needs.
Asset Allocation including 401(k) Asset Allocation
Don't know what funds to choose in your company's 401(k) or when to re-balance them? If your company offers a Roth 401(k) should you choose it? How do you manage company stock grants? We help clients navigate these common retirement plans concerns.
Long Term Care
The most pressing financial concerns of many people tend to revolve around providing for their families, assuring adequate retirement income and preserving their estates for the future. However, few people consider what would happen to their families, themselves and the assets they have worked so hard to accumulate over the years if they were to require long-term care due to a prolonged illness or disability. We can help you understand your choices and will help you navigate the underwriting process so you can find the insurance that is right for you.
Educational & College Planning
If your aim is to one day fund an education for a child or children you love - or even yourself - we can help. There are many programs and plans available to help you reach your goal. With our guidance, we can help you select and use the one that's just right for your particular needs.
Soundtrack to a Financial Advisor's Life
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