Financial Advisors
Chapel Hill, NC
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.
Ideal for: Individuals and families seeking comprehensive wealth management, pre-retirees planning retirement strategy, high-net-worth clients wanting personalized advisory services
Service area: Chapel Hill, NC and surrounding areas
Independent Advisor: As an independent firm, Old Peak Finance operates without conflicts of interest from large financial institutions, allowing them to prioritize client interests.
Comprehensive Planning: They offer integrated financial planning that addresses investments, retirement, tax strategy, and life goals rather than isolated products.
Address: 100 Europa Dr #410, Chapel Hill, NC 27517
Phone: (919) 459-8181
Website: oldpeakfinance.com
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