Financial Planning Chapel Hill l Old Peak Financial Advisors

Financial Clarity for Life™

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

Click here for a transcript of this video.
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.

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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.

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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.
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Old Peak Finance - Left Brain, Right Brain

Left Brain, Right Brain

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

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. 
2021 Democratic Tax Proposal

Tax Law Proposal: What You Need to Know

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.
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How We Help

Case Study: Debt Management for Doctors

Samantha’s case study demonstrates how well we understand our clients’ financial lives, and that we are always thinking of them. Read more >

Case Study: Achieving Your Impact Investing Objectives

David and Lauren's case study demonstrates how we understand our clients’ desire to invest according to their values and our knowledge of funds that would reflect their environmental concerns. Read more >

Case Study: Essentials for Business Owners

Sara's case study demnstrates how Old Peak can address multiple financial issues, do it quickly, and work to adjust it as life events change. Read more >

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