About Us

Who We Are


Mike Dunne, Investment Advisor Representative

A resident of North Carolina for over 30 years. Mike was born and raised in Houston, Texas and in 1964 graduated with a business degree from the University of Texas. His professional designations are Chartered Financial Consultant and Charter Life Underwriter.  Hobbies include bike touring, walking, reading, and hanging out at NCSU sporting events.


Greg Dunne, Investment Advisor Representative

Grew up in Raleigh and graduated from NCSU with a B.S. degree in Materials Science and Engineering. Greg spent 20+ years in the semiconductor industry prior to transitioning to financial planning. Greg moved back to Raleigh in 2016 after spending >10 years at General Electric's R&D center in upstate NY. He passed the CFP® Exam Nov. 7, 2019, and spends his free time watching his 2 boys play soccer.

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RALEIGH Investment Advisors




Go to: Finra.org

Under "BrokerCheck" search Raleigh Investment Advisors / FIRM

Click on:

"View Latest Form ADV Filed" and "Part 2 Brochures"

*ADV desciption at:



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  • 2018 links to the Financial Industry Regulatory Authority, Inc (FINRA) documents are below. One can find annually updated documents at finra.org (See above section: RESEARCH US ONLINE) for us or any financial advisor.