Streamline Investment Portfolios and Wealth Management Consultation on a Fee Only Basis

As you go through the process of choosing a financial advisor, you quickly discover that the task is time consuming and emotional.

Maybe you started down the road to find a financial advisor by asking a friend or relative for suggestions. Perhaps a web search introduces you to all types of financial advisors from various financial institutions.

The sheer number of choices is daunting. From one-person firms to financial advisory firms, big banks, and broker dealers with vast amounts of assets under management and account minimums, it's hard to know what's right for you. Some firms offer a fee-only basis and others charge commissions. 

Some will boast this certification or that award. Many have decades of advising experience. The services they offer vary, and they all have opinions on financial advice, financial planning, and risk versus reward.

So, you call three or four and have great conversations with two. You visit both at their offices and, in broad strokes, discuss your financial situation and financial goals. They explain their services and even discuss an asset allocation strategy that is appropriate for your risk tolerance.

But how do you know which is the best financial advisor for your family? Try breaking it down. Ask yourself, does their investment philosophy align with your expectations? Do the services they offer provide you with what you need to try and meet your financial goals? 

Olde Raleigh Financial Group is an Independent, Employee-Owned Financial Advisory Firm in Raleigh, NC

We are built on a curiosity to find better ways to serve our clients. We have always been focused on the best interest of those we serve. This quality is innate in all of us and you can’t work here if you don’t have that core motivation

We have faced market fluctuations and recessions. We have spent time inside the corporate culture of both banks and broker dealers and we understand neither are for us or our clients. We take the long view through the lens of today’s details. We love the craft that is personal wealth management.

We believe our clients appreciate independent thinking applied to the decisions that make up one’s financial life. We think our clients have grown tired of being lumped in with everyone else and seek advice that recognizes their distinct past, present and future. We think our clients have a fundamental understanding that market's ups and downs are part of the territory and they appreciate our disciplined, long term approach to investing. 

When you call, there is no being put in a cue on an 800 number line. Instead, you will get a warm, responsive voice. And, if you call, we will call you back.

Our three advisors are in their 60s, 50s and 40s so continuity of service and multi-generational perspectives is part of the firm’s DNA. 

As a independent, employee owned firm, we get to pick the technology we use. For example, our conference room is furnished with a wall size touchscreen that displays concise performance reporting and dynamic financial plan. 

In our capacity as investment advisor representatives, we facilitate retirement planning, tax planning, social security analysis, educational & college planning, 401k allocation, insurance planning 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.

Everyone's financial situation is unique. Are you looking for a financial advisor with a more personal touch?

Best in class investment management, like any well rooted personal relationship, is an ongoing conversation between people. Let’s start a conversation and see if we are a good fit. 919.861.8212