"Promoting financial literacy one family at a time".
Nicholas J. Pino, CFP®, AIF® CERTIFIED FINANCIAL PLANNER™ Practitioner
Brian Carr, CPWA®, CFP®, AIF® CERTIFIED FINANCIAL PLANNER™ Practitioner
Phil Romano, CIMA, CFP®, AIF® CERTIFIED FINANCIAL PLANNER™ Practitioner
Matthew Hall, CFP® CERTIFIED FINANCIAL PLANNER™ Practitioner
John Rigsbee, CPA Financial Advisor, Accountant
Nick Pangakis, RICP® FSCP®, LUTCF Financial Advisor
Bob St. Clair, CPA Registered Representative
Crystal Beard, ESQ* Attorney
Eric Schofield Health/Medicare Consultant
Maya Tobin Registered Assistant
Meike Wiest, MSW, CCM Aging Life Care Manager
8816 Six Forks Road, Suite 301, Raleigh, NC 27615
Independence allows our advisors to focus on planning and advice rather than products and quotas.
Our process consists of education, organization and preparation for the inevitable issues we all will face at different points in our lives.
A financial plan is only as good as the review process in place. We have a variety of service models that fit all our clients busy schedules.
Work with our team to help organize your financial life to see all your accounts in one place, whether we manage them or not.
Designed to transform your relationship with your advisor. Our latest portal creates a unique and engaging experience that will empower you to take a more active role in the management of your wealth.
Get access to your personal wealth management website wherever you are on any device you choose.