Are you looking for a fee-only financial advisor and financial planner in Raleigh with a fiduciary standard of care?
Olde Raleigh Financial Group is an independent, employee owned financial advisory firm in Raleigh, NC. In our capacity as investment advisor representatives, we offer customized equity portfolios and financial plans for individuals, families and privately held companies on a fee-only basis. We look to attract clients who are tired of cookie cutter wealth management and are looking for a financial advisor with a more personal touch.
We facilitate retirement planning, tax planning, social security analysis, college planning, 401k allocation, insurance and estate planning. Above all, as investment advisor representatives we have a fiduciary standard of care and therefore we believe in acting in your best interest.
Alex Mihajlov
- Last Book you read? Disunited Nations
- Food you crave? There is a local Peruvian chicken joint that I can’t get enough of
- Best workout tip? Do it. Often.
- Best vacation spot? Anything Italy.
- What do you do for fun? I am a full blown stock chart geek.
Blake Paro
- Favorite Sport to play? Golf
- Favorite Sport to watch? NFL and Wolfpack Football.
- Favorite podcast and social media follows? Gordon Deal @trianglefoodguy
- Best meal you make? Thanksgiving Turkey on a Charcoal Weber Grill
Trevor Chambers
- Favorite part of your profession? You can never stop learning about it and from it.
- Favorite Podcast? Masters of Business with Barry Ritholtz. It rocks!
- First Job? Paperboy. A quaint idea these days.
- Most Important ingredients in the kitchen? Salt, Pepper and Olive Oil
Kathy Duckworth
- First Dog? Name and kind? Willie was a gorgeous collie
- Favorite Flower? Love them all but yellow Gerber Daisies make me smile
- First Car? Brand new Mazda – paid cash as I was always a saver
- Next country to visit? Ireland
- Best advice your parents gave you? Stand up for yourself!
Stories from the Stacks – A Soundtrack of an Advisor’s Life
Stories from the Stacks – A Soundtrack to an Investment Advisor’s Life Episode 4 with Professor Ted Zoller
____________________________________ This material is provided as a courtesy and for educational purposes only from Olde Raleigh Financial Group, A member of Advisory Services Network and should not be construed as investment advice. All information contained in this...
Yong Cai Joins Meet the Masters with Olde Raleigh Financial
____________________________________ This material is provided as a courtesy and for educational purposes only from Olde Raleigh Financial Group, A member of Advisory Services Network and should not be construed as investment advice. All information contained in this...
Meet the Masters – Alex and Trevor discuss the advantages of a SOLO 401k, Why you should take advantage of SOLO Roth 401k
____________________________________ This material is provided as a courtesy and for educational purposes only from Olde Raleigh Financial Group, A member of Advisory Services Network and should not be construed as investment advice. All information contained in this...
Our Mission
We believe a client relationship is an on-going conversation
We believe in concise performance reports and clearly stated fees
We believe accountability and responsiveness are the core of great service
Olde Raleigh Financial Group
3110 Edwards Mill Road, Suite 340,
Raleigh, NC 27612
Phone: 919.861.8212
Mon-Fri 8am to 4:30pm
Check the background of this firm on FINRA's BrokerCheck
Advisory Services offered through Olde Raleigh Financial Group, a Member of Advisory Services Network, LLC. Website: http://advservnet.com Phone: 770.352.0449. Securities offered through Calton & Associates, Inc., Member FINRA/SIPC. 2701 North Rocky Point Drive, Tampa, FL 33607. Advisory Services Network, LLC and Calton & Associates, Inc. are separate and unrelated entities.
Registered representatives of Calton & Associates, Inc. may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every states.
Fidelity Investments is an independent company, unaffiliated with Old Raleigh Financial Group. Fidelity Investments is a service provider to Advisory Services Network. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Old Raleigh Financial Group and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 866672.1.0