Old Peak Finance
Financial Services - Chapel Hill, NC, US
Old Peak Finance Employees
Old Peak Finance Details
Old Peak Finance provides financial planning to busy executives and retirees so they can achieve their financial goals. We are unique in four ways:Our advice is tailored. Every client is unique, so every financial plan is unique.Our advice is comprehensive. We start with a client's goals and then focus on investing, insurance, estate planning, and tax.We're on our client's side. We take a pledge to act only in each client's interest. As fiduciaries, we have no financial incentive to recommend anything unless it is the best alternative for a client.Smarter investing. We invest the way sophisticated institutions invest, using Nobel Prize-winning research.
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