About Us

Planning Futures

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.  

A Proven Approach

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.

Why Us?

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.

Who We Are

Michael C. Dunne, Investment Advisor Representative

A resident of North Carolina for over 25 years. Mike was born and raised in Houston, Texas and in 1964 graduated with a business degree from the University of Texas. His professional designation 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. See full resume at LinkedIn.com. Side job as kids' chauffeur.

Leave a message

We'll get back to you

Contact Us

RALEIGH Investment Advisors

mikedunne@raleighinvest.com

gregtdunne@raleighinvest.com


RESEARCH US ONLINE:


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:

 www.sec.gov/fast-answers/answersformadvhtm.html




Hours-

Call, text, or e-mail anytime. 

Links

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