Raleigh Investment Advisors offers financial planning for individuals and closely-held institutions. We know the ins and outs of financial planning, estate planning, trusts, investments, money management of qualified plans such as IRAs, profit sharing plans, and 401(k)'s. We know that some of what you have been told about investment strategies may not be in your best interest. We know how to help you think beyond the norm to save on taxes and accumulate wealth.
Charles Schwab & Co., Inc. is custodian of funds and we use their software for all transactions and some of our research. When you work with us you can always access your accounts. Schwab supports more advisors with more assets under management than anyone else in the industry and Raleigh Investment Advisors was incorporated in 1999 and registered with FINRA in 2002.
This is a father-son team with a commitment to ethics and integrity. We’re fully licensed and credentialed. You can count on unbiased recommendations and impartial guidance. We are FEE-ONLY, no commissions and no trading charges! We will meet with you as frequently as you deem suitable. When you need us, we will be available. We primarily work with customers in Raleigh and the RTP area but do have clients who reside throughout NC and in several other states.
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.
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 attained CFP® certification in Dec. 2020.
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DISCLAIMER: This web-site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web-site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this web-site should be interpreted to state or imply that past results are an indication of future performance. Neither we or our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEB-SITE."
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