Fiduciary

Olde Raleigh Financial Group

Raleigh, North Carolina

★ 5.0 (14 reviews)
Call (919) 861-8212 Visit website →

About

Olde Raleigh Financial Group is an independent, fee-only registered investment advisor in Raleigh, North Carolina, operating on an employee-owned model. The firm provides retirement planning, tax planning, investment management, estate planning, insurance analysis, and college savings planning to clients seeking personalized guidance. Its five-member team emphasizes a disciplined investment process tailored to individual circumstances rather than standardized portfolios, and includes professionals spanning multiple generations. The firm also offers ancillary services such as 401(k) allocation guidance, Social Security analysis, long-term care planning, charitable giving strategies, and professional service referrals.

Specialties

College Savings Retirement Planning Tax Strategy

Fee structure

Fee-Only

Firm details

Firm type
Independent RIA
Languages
English
Hours
Sunday: Closed, Monday: 8AM-4:30PM, Tuesday: 8AM-4:30PM, Wednesday: 8AM-4:30PM, Thursday: 8AM-4:30PM, Friday: 8AM-4:30PM, Saturday: Closed
SEC registered
No

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