WHY OLD PEAK
NO TWO CLIENTS ARE THE SAME
Every client relationship starts with a detailed financial plan. This takes about a month and involves multiple discussions with you and in-depth review of several dozen documents like brokerage statements, wills, tax returns and insurance policies.
NO COMMISSIONS
We are fiduciaries and our client fees are our only compensation. Our only incentive is to recommend what’s best for you, always.
LONG-TERM, ACADEMIC VIEW ON INVESTING
We invest the way sophisticated institutions invest. We use research that won a Nobel Prize in economics to maximize potential investment returns.
CFP® PROFESSIONALS
Believe it or not, there is no minimum certification to work in the financial services business. We think that's wrong. Each of our clients have a CFP® PROFESSIONAL on their team.
WHO WE SERVE
BUSY PROFESSIONALS
BUSY PROFESSIONALS
Trying to maximize your peak earning years? Climbing the corporate ladder while trying to save for your children's education? Learn how we help busy professionals maximize their time.PHYSICIANS, VETERINARIANS & DENTISTS
PHYSICIANS, VETERINARIANS & DENTISTS
Negative net worth due to high student loan debt? Financial issues causing extra stress at work? Looking to buy into a physician's group or veterinary clinic? Learn how we help doctors of all kinds figure out a treatment plan for their finances.SUSTAINABLE & RESPONSIBLE INVESTING
SUSTAINABLE & RESPONSIBLE INVESTING
Environmentally conscious and want your dollars to be the same? Looking to invest in companies dedicated to honoring human rights and improving the global economy? Learn how Old Peak helps investors align money with their values.OUR PROCESS
1. SCHEDULE A 15-MINUTE CALL
Schedule a free 15-minute call with one of our advisors to see if we are mutually a good fit to work together. If yes, we will schedule a longer data gathering meeting. If not, we will make recommendations to other firms that may be more suited for your situation.
2. IN-PERSON OR VIRTUAL GOALS MEETING
We start by understanding your financial situation, goals, time horizon and ability to bear risk. We talk with you and review a variety of documents.
3. CONSTRUCT THE BASE FINANCIAL PLAN
We create an in-depth financial plan, addressing six broad areas: Goal planning, Investments, Insurance, Estate planning, Tax, and Liability management
4. TAKE ACTION
We act on the plan, with your approval and input. That can include buying or selling investments, buying or canceling insurance, updating estate planning documents and adopting long-term tax minimization strategies.
5. MONITOR & UPDATE
We monitor your situation on an on-going basis: Quarterly reporting on your investments, Annual financial plan updates, Working on a range of issues whenever they arise.
SCHEDULE A CALL
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Congrats, Katie Villegas, CFP®
08/18/2019I’m thrilled to announce that our colleague, Katie Villegas, is officially a CERTIFIED FINANCIAL PLANNER™. Katie did the coursework and…
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07/29/2019 … will take time, a plan, periodic adjustments and a team effort. …
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Contacts
919 459 8181
100 Europa Drive, Suite 410 Chapel Hill, NC 27517