Financial Planning Chapel Hill l Old Peak Financial Advisors

Financial Clarity for Life™

You have important goals and a complex, evolving life

You Deserve

ongoing, comprehensive
financial advice

We Partner

with you to create a plan and
adjust it as your life changes

You Live

the life you want

"I spent two decades working for a large Wall Street bank, providing in-depth advice to large companies and governments. I started Old Peak to offer that same high level of comprehensive, tailored advice to individuals." – Rick Waechter, Old Peak Founder

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Real Financial Planning^®

It starts with a conversation about where you are today and what your goals are. As your dedicated financial advisor, we analyze your investments, insurance, estate planning, retirement and tax planning – your current position and what you could change to achieve your goals. We develop a financial plan with all that in mind. Then we monitor your plan over years, and we adjust it as your life changes. All so you can live the life you want.

Featured on the Blog

Left Brain, Right Brain

Oct 10, 2021

The left brain is analytical. The right brain is emotional. The best investors make decisions using their left brain. Which, of course, makes perfect sense. Unless you are thinking with your right brain.

Molly Stanifer Hits the Airwaves

Sep 19, 2021

As part of a select group of financial advisors, our colleague, Molly Stanifer features in Schwab's nationwide advertising campaign. Each commercial promotes independent investment advisors like Old Peak Finance.

Tax Law Proposal: What You Need to Know

Sep 17, 2021

Democrats released their proposed tax bill on Monday, Sep 13. It would impose smaller tax increases than had been rumored, but there would be meaningful changes. There are a few surprises, especially to rules around Roth IRAs. We have summarized the proposal below. These changes are not guaranteed to become law, but our understanding is that the odds are reasonably high.

A Busy Decade

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It’s Never Too Late – Just Ask Julia Child

Sep 7, 2021

Julia Child is an icon. Not only was she a …

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Full Circle: Financial Freedom

Aug 31, 2021

Have you ever thought about how culture has shaped your …

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Transitioning to Parenthood: Flexibility Required

Aug 28, 2021

Being a parent requires flexibility. This is probably obvious, even …

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Seeking Choppy Waters –
Jo Beth Mullens’ Story of Embracing Change

Aug 16, 2021

Note: We work with many clients through challenging transitions, including …

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Left Brain, Right Brain