Olde Raleigh Financial Group

Olde Raleigh Financial Group is a financial planner in Raleigh, NC, operating as an employee-owned, fee-based advisory firm. The practice provides comprehensive wealth management services, including retirement planning, tax planning, investment management, 401k allocation, Social Security analysis, education and college planning, insurance planning, and estate planning. The firm operates under a fiduciary standard of care, prioritizing client interests free from conflicts of interest. It holds a perfect 5.00 rating based on customer reviews.

Founded in 2017 by experienced financial advisors, the firm is led by a team of five professionals spanning different generations, including advisors in their 20s, 40s, 50s, and 60s. One founder brings over 40 years of industry experience and previously served as a branch manager at A.G. Edwards, Wells Fargo, and Raymond James. The team includes a Senior Private Wealth Advisor with more than 10 years of experience, who holds the Chartered Financial Consultant and Chartered Life Underwriter designations. The firm’s approach focuses on personalized wealth management, disciplined investing, and transparent reporting, rejecting cookie-cutter portfolios in favor of strategies tailored to individual goals. Advisors work with clients to address immediate needs, future aspirations, and legacy planning, helping them navigate complex decisions such as long-term care insurance and charitable giving.

The office is located at 3110 Edwards Mill Road, Suite 340, in Raleigh. It sits on Edwards Mill Road, about a tenth of a mile from Duraleigh Road and a third of a mile from Blue Ridge Road. The location is approximately two-tenths of a mile from UNC Urgent Care at Raleigh and a third of a mile from the Marquis on Edwards Mill and Mill Ridge residential communities.

The firm is known for its positive customer rating and its independent, client-focused model. Its fee-based structure ensures that clients pay only for the services they receive, aligning the advisor’s interests with those of the client. This transparent approach, combined with the team’s diverse experience and personalized strategy, distinguishes Olde Raleigh Financial Group in the Raleigh financial planning sector.

Olde Raleigh Financial Group serves Raleigh residents seeking independent, disciplined financial guidance from a team that values long-term relationships and tailored advice.

Services:

• 401k Allocation
• Investment Management
• Retirement Planning
• Social Security Analysis
• Tax Planning