Fiduciary

Dreher Financial Partners

Southern Pines, North Carolina

Call (910) 692-4330 Visit website →

About

Dreher Financial Partners is an independent, fee-only registered investment adviser in Southern Pines, North Carolina, providing financial planning and investment management services. The firm's principals—Founder Sam Dreher, Managing Partner Tom Velevis, and Partner Michael White—hold CFP certifications and bring combined investment and planning experience exceeding 85 years. The firm constructs individualized investment portfolios using a balanced approach across growth and income assets, and offers comprehensive planning services including retirement, education, tax, estate, and risk management analysis. Client relationships are structured through an initial no-cost consultation followed by a documented planning process and ongoing portfolio management.

Fee structure

Fee-Only

Firm details

Firm type
Independent RIA
Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No

Professional credentials

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

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