Our firm is a product of an evolution driven by curiosity. Of market gyrations and “great recessions”. Of time spent inside the corporate culture of both banks and broker dealers and understanding neither are for us nor our clients. Of taking the long view through the prism of today’s details. Of the craft that is personal wealth management. Throughout this evolution, we as individuals 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 talent. We attract clients who like being taken care of. Who recognize and appreciate independent thinking applied to the pragmatic decisions that make up ones financial well-being. Who have grown tired of being lumped in with everyone else and seek advice that recognizes their distinct past, present and future. We attract those who are engaged with us at a cadence we all agree on. Who have a fundamental understanding of markets and that ups and downs are part of the territory. Who appreciate our disciplined approach to investing and harbor a disdain for cookie cutter portfolios. We are an Independent Advisory firm and as such we operate within a flat fee only model. So, no hidden fees. There is no being put in a cue on an 800 number line. Instead, a warm, responsive voice. Our conference room’s wall size touchscreen displays your clear, concise, up to date performance reporting. Your dynamic financial plan is designed on the best software our industry has to offer. Our three advisors are respectively in their 60’s, 50’s and 40’s so continuity of service and multi-generational perspectives is part of the firm’s DNA. Best in class wealth 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. 919.861.8212Thank you! Olde Raleigh Financial
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