Our Services

Our Services

Choose Retirement Planning From Olde Raleigh Financial Group

We Offer Customers Across Raleigh, North Carolina Customized Financial Planning Services

We believe The Retirement You’ve Always Dreamed of Starts with a Conversation

We believe the retirement you dream of is born from a strategic plan carefully crafted by experienced financial advisors. To get there, you need a clear view of your accumulated assets so you can explore the potential of preserving them and making them last longer.

Here at Olde Raleigh Financial Group, we act as a financial guide on your journey into a retirement filled with family, your hobbies, and new goals. Together, we create financial plans that help drive the outcomes you dreamed of.

Step-By-Step We Give You Retirement Planning

First, we listen to your needs, dreams, expectations and goals.

Next, we gather and sort through your assets and create your personal net worth statement.

Then we create a customized retirement plan featuring clear performance reporting and transparency in fees.

After that, with focus and dedication, we manage your assets in a way that is accountable to your financial plan.

Expertise and Experience

Olde Raleigh Financial Group, a member of Advisory Services Network, LLC is an independent, employee-owned financial advisory firm that believes that clients’ lives and lifestyles should be the center of all the wealth management decisions they make.

We offer financial planning, including retirement planning across Raleigh, North Carolina. We’re proud to provide fully customized equity portfolios and financial plans for individuals, families, and privately held companies on a fee-only basis.

In addition to retirement planning, we can also help our clients with tax planning, social security analysis, college planning, 401k allocation, insurance planning, estate planning, and more.

Comprehensive Wealth Management in Raleigh, NC

The potential of a fulfilling retirement is an exciting concept but to get there you need a plan. Plans start with a conversation about your wealth so let’s start that conversation. Contact our team today!

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 and make them last.

Portfolio Management

Along with its many advantages, wealth also brings many challenges. Our team is qualified to help you not only deal with the demands of wealth, but also help you and your family make the most of all it has to offer.

Estate Planning

We have the expertise, products and services available to help you plan and leave a lasting legacy for those who will follow in your footsteps or for an organization you support. We can work with your other tax and legal professionals to ensure your wishes are followed and your estate is protected.

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.

Investments and Securities

Every investor is different – unique goals and individual tolerance for risk require different investment instruments be used and allocated. We’ll help you explore the many options you have concerning stocks, bonds, mutual funds and more, to determine which will fit best into your portfolio.

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 can help you select the right products to help keep you and your family secure with a strategic layer of protection offered by insurance.

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.

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 help you avoid pitfalls, reduce the stress of the underwriting process and obtain the most competitive offer of insurance.

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