AI Profile
Financial Advisors · Chapel Hill, NC
Serves Chapel Hill, NC and surrounding areas
Last Crawled by AI
June 2, 2026
AI Platforms
5 monitoring
Updated by Lantern
April 21, 2026
Old Peak Finance is an independent financial advisory firm based in Chapel Hill that provides comprehensive wealth management and financial planning services to individuals and families. Their team of experienced advisors helps clients develop customized strategies for investment management, retirement planning, and overall financial goals. They focus on building long-term relationships and providing personalized guidance tailored to each client's unique circumstances.
Independent Advisor
Comprehensive Planning