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Olde Raleigh Financial Group

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Firm Details

Metro area Raleigh
CRD Number 342848
Website olderaleighfinancial.com
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Overview

Olde Raleigh Financial Group is a Raleigh-based registered investment adviser providing personalized wealth management primarily to individuals, high-net-worth households and multigenerational families. Its services combine discretionary portfolio management with ongoing or stand-alone financial planning. Client portfolios generally use individual U.S. equities, exchange-traded funds, mutual funds, cash and limited fixed-income investments, customized around objectives, liquidity requirements, time horizon and risk tolerance. Planning capabilities include retirement, tax, estate, insurance, education, charitable-giving and Social Security considerations. The firm generally requires $1 million for an advisory relationship, although this minimum may be waived. Fidelity serves as its principal independent custodian and brokerage platform.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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