FSI team

No commissions.

Financial Planner Raleigh | Compass | Investment Advisor

Our team of financial planners work solely for our clients, offering unbiased investment advice on a fee-only financial planning service model.

We are compensated directly by our clients, 100%.

When Do You Want to Retire?

Let us know and we’ll help you get there!


Financial Planner services
for the Raleigh NC area

We are an independent, employee-owned financial planning and investment management firm in Raleigh, NC that provides financial services for individuals and their families on a fee-only basis.  Our financial advisors in Raleigh can help you with:

  • hourly financial planning
  • investment management
  • investment advice
  • wealth management services
  • retirement planning
  • college planning
  • 401k allocation
  • portfolio management

Our financial planners include Certified Financial Planners and NAPFA advisors. We are always open to new financial planning inquiries and questions. Our investment advisors look forward to helping those in and around Raleigh, including the Triangle area, answer questions like, “When can I retire?” and “How do I plan for retirement?” Feel free to call us with your questions about financial planning and investment advice.

  • Contact Us

Financial Planner Raleigh | NAPFA | Investment Advisor Raleigh 
Investment Advisor Raleigh | CFP | Financial Planner Raleigh 
Financial Planner Raleigh | FPA | Investment Advisor Raleigh 

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