Best Financial Advisors Raleigh Near Me

4worldlovers: We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

4worldlovers:
This 8-page guide was created for you to better understand how taxes could affect your retirement income, including:


Knowing your risk score can help you make appropriate investment choices.

4worldlovers: We are an independent, employee-owned financial advisory firm in the Triangle area of North Carolina that provides financial services on a fee-only basis.

4worldlovers: 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

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.

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.

4worldlovers: As an Edward Jones financial advisor, I invest my time in you, in understanding your goals before you invest your money. I value personal relationships based on a deep understanding of your unique financial needs.

If you're an individual investor planning for retirement, saving for college for children or grandchildren, or protecting a loved one's financial future, we'll work together to develop strategies to help you achieve your goals.

If you're a business owner looking to set up a retirement plan for you or for multiple employees, we'll tailor a plan to meet your needs based on what's most important to you and your business.

We'll monitor your progress to ensure you're on track or determine if any adjustments need to be made. Through it all, we're dedicated to providing you highly personalized, top-notch service.

And we're not alone. Thousands of people and advanced technology support our office, making sure you receive the most up-to-date and comprehensive guidance.

In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise to meet YOUR needs.

As a branch team, we believe in helping others, even beyond the office. We support Ronald McDonald House Charities, Camp Sertoma for Deaf and Hard of Hearing Children, the Race for the Cure and the Walk to End Alzheimer's. More than a financial contribution, we believe in rolling up our sleeves and doing.