About Olde Raleigh Financial Group
Who We Are
Founded by experienced financial advisors who prioritize client interests.
Independent, fee-only model with no hidden costs.
Team of five advisors spanning across generations (20’s,40’s, 50’s and 60’s).
What We Offer
Personalized wealth management focused on your unique needs and goals.
Independent thinking and pragmatic financial advice.
Regular communication and transparent reporting.
Disciplined investment approach with no cookie-cutter portfolios.
Who We Serve
Clients who appreciate personalized attention and a long-term approach.
Those seeking independent advice tailored to their specific circumstances.
Individuals who understand the market and value disciplined investing.
Ready to connect?
Call us at 919.861.8212 for a conversation and see if we're a good fit.
Why Invest with Olde Raleigh Financial Group?
We believe in investing for three distinct clients within you:
1. Present-Self:
Focuses on immediate needs like quality time, vacations, and education.
This "engine" drives financial decisions and is a key client we serve.
2. Future-Self:
The unknown "partner" representing your future goals and aspirations.
Understanding this "future-self" leads to better long-term financial decisions.
We help you connect with this future client and plan for their needs.
3. Legacy-Self:
Represents your impact on future generations through education, charity, etc.
This "humble hero" is a client we partner with to build a lasting legacy.
Bridge the gap between these three clients and facilitate collaboration.
Client-driven conversations lead to a defined process and successful outcomes.