Skip to content

Secure Client Portal

(919) 459-8181 

Home
What We Do
Who We Serve
Who We Are
Blog
Contact Us
Speak with an Advisor
Speak with an Advisor

Legacy and Charitable Giving

charitable giving

Tax-Smart Giving and Gifting

June 4, 2021 September 14, 2022

Maximizing what you leave to non-profits and the next generation …

Tax-Smart Giving and Gifting Read More >

Being Productive

April 27, 2020 January 17, 2023

In a stock market crisis, it’s a natural reaction to …

Being Productive Read More >

Old Peak Finance - The CARES Act: What You Need to Know About the Impact on Charitable Giving

The CARES Act: What You Need to Know About the Impact on Charitable Giving

April 14, 2020 January 17, 2023

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) …

The CARES Act: What You Need to Know About the Impact on Charitable Giving Read More >

Old Peak Finance - Spreading the Wealth, Carefully

Spreading the Wealth, Carefully

October 29, 2019 September 13, 2021

If you spend less time thinking about how to give …

Spreading the Wealth, Carefully Read More >

Old Peak Finance - Helping Our Clients Help Others

Helping Our Clients Help Others

July 20, 2016 September 13, 2021

We’re big fans of our clients. In particular, we admire …

Helping Our Clients Help Others Read More >

Old Peak Finance - Teach Children Well

Teach the Children Well

September 12, 2012 September 13, 2021

Financial literacy in the US is low. Independent studies prove …

Teach the Children Well Read More >

Real Financial Planning®
Why Fiduciary Responsibility
Why Comprehensive Financial Planning
Why Fee-Only CERTIFIED FINANCIAL PLANNER™
Why Consider Impact Investing

Our Team and Mission
What We Believe
How We Work
What's in a Name?
Charitable Giving
Press

Blog
Contact Us
Frequently Asked Questions
About This Site

Newsletter Sign Up

!

Something went wrong. Please check your entries and try again.

Copyright © 2023 Financial Planning Chapel Hill l Old Peak Financial Advisors

Regulatory
Funds & Custody
Relationship Summary
Privacy Policy

Font Resize

Accessibility by WAH

Scroll to Top