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.

Featured on the Blog
Old Peak Finance

Is Your Living Trust in a Coma?

Easy Fixes for Your Estate Plan. Too many people do …

Is Your Living Trust in a Coma? Read More >

Old Peak Finance - The Impact of Your Investing

The Impact of Your Investing

My colleague, Katie Villegas, wrote the following. Please enjoy. – …

The Impact of Your Investing Read More >

Old Peak Finance - Check Your Politics at the Door

Check Your Politics at the Door

The stock market is neither red nor blue. In our …

Check Your Politics at the Door Read More >

Old Peak Finance - Fraud Stories From Our Readers

Fraud Stories From Our Readers

Last month, I asked readers to share their experiences as …

Fraud Stories From Our Readers Read More >

Old Peak Finance - Been a Fraud Target?

Been a Fraud Target? Tell us About it.

If you google “online fraud”, “hacking”, “phishing”, “telephone fraud” or …

Been a Fraud Target? Tell us About it. Read More >

Sign Up for our Newsletter

The latest from Old Peak Finance straight to your inbox.

Something went wrong. Please check your entries and try again.
As Seen In
The Wall Street Journal
thenewyorktimes_press
barrons_press
CNBC
kiplingers_press
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 >

Have Questions?

Sign up for a complimentary call. We'll listen and determine together if we can help you achieve your goals.

Font Resize
Scroll to Top