Olde Raleigh Financial Group

Are you looking for a fee-only financial advisor and financial planner in Raleigh with a fiduciary standard of care?

Olde Raleigh Financial Group is an independent, employee owned financial advisory firm in Raleigh, NC. In our capacity as investment advisor representatives, we offer customized equity portfolios and financial plans for individuals, families and privately held companies on a fee-only basis. We look to attract clients who are tired of cookie cutter wealth management and are looking for a financial advisor with a more personal touch.

We facilitate retirement planning, tax planning, social security analysis, college planning, 401k allocation, insurance 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.