Peace Of Mind Wealth Management

Peace Of Mind Wealth Management is a wealth management firm in Garner, NC. The firm provides personalized guidance from financial advisors who focus on comprehensive retirement planning, asset preservation, and legacy solutions for individuals and families. It serves clients throughout the Raleigh, Durham, and Chapel Hill area of North Carolina, and holds a 5.00 rating from the customers who have reviewed it.

The firm's approach is built around its trademarked Peace of Mind Pathway™, a step-by-step planning process designed to simplify and coordinate every aspect of a client's financial future. This process unfolds in three distinct phases: the Peace of Mind Roadmap™, which creates a custom financial plan covering retirement income, investments, taxes, estate, and health care; the Peace of Mind Implementation™, which integrates those strategies into a single plan; and the Peace of Mind Nurture™, which involves regular meetings to adjust the plan as life changes. The team is led by founder Radon Stancil, CFP®, along with partners Murs Tariq, CFP®, and Morgan Dunn, and includes a team of wealth advisors, associate advisors, and support staff. The firm's services include retirement-focused financial planning, investment management with risk mitigation, and tax planning, and it also offers specialized services for high net worth individuals. Their stated philosophy is "one team, one plan, one transparent fee," meaning a single team handles everything from retirement and estate planning to taxes, health care, and investments, eliminating the need for clients to coordinate multiple financial professionals. They also provide comprehensive Social Security, pre-Medicare, and post-Medicare planning.

The firm is located at 4101 Lake Boone Trail #111 in Garner.

The firm's positive rating reflects the satisfaction of the customers who have reviewed it. It is known for its integrated, all-encompassing approach to financial planning, which sets it apart from advisors who focus mainly on investments alone.

Peace Of Mind Wealth Management offers a clear, structured pathway to retirement planning for clients in the Raleigh, Durham, and Chapel Hill area, helping them turn financial concerns into a confident plan for the future.