Master Plan Wealth Management

Master Plan Wealth Management is a financial planner in Chapel Hill, North Carolina. Serving retirees, pre-retirees, and business owners, the firm provides proactive investment management and holistic personal financial planning services. The firm operates as an independent, fee-only Registered Investment Advisor, offering specialized expertise to clients throughout Chapel Hill, Cary, Durham, Raleigh, and Pittsboro.

Led by President and Founder Philip Royal, a CERTIFIED FINANCIAL PLANNER™, the firm focuses on helping clients execute a comprehensive "Master Plan" to achieve specific financial goals. The firm's investment philosophy utilizes both defensive and offensive strategies, incorporating risk management to protect capital during market volatility. Beyond individual wealth management, the firm assists small business owners with pension plan design and investment management. As a fiduciary, the firm is dedicated to acting in the best interests of its clients while addressing complex concerns regarding Social Security, Medicare, and tax law changes.

The office is located on Environ Way, situated near Raleigh Road and a short distance from the Chapel Hill Fire Department Station 2 and Oakwood Park.

Master Plan Wealth Management is recognized for its commitment to fiduciary standards and its specialized focus on retirement lifestyle enhancement. The firm stands as a dedicated resource for those navigating the complexities of long-term financial security and business succession.

Through personalized investment management and dedicated planning, Master Plan Wealth Management helps the residents and business owners of Chapel Hill secure their financial futures.