Your Family Deserves a Portfolio Built & Tested Just for You
Are your investments exposing you to unnecessary risk?
Are you on track to grow your money over time?
Are you paying too much in fees?
Your portfolio will be independently evaluated by veteran strategists with an objective to minimize risk and maximize opportunities across evolving market environments. We Are Committed to a Prompt Delivery via Email or In-Person.
Plain language spoken here.
The user information that we collect is solely intended for purposes of SERVING YOU, including for general contact and portfolio performance and risk testing.
Our policy is not to share, sell, or otherwise use YOUR private information.
Glenwood Financial Partners is a fee-based financial advisory firm located in Raleigh, North Carolina that specializes in goals-based wealth management and custom portfolio building.
Advisory services offered through Eudaimonia Partners LLC, an SEC-registered investment advisory firm. Glenwood Financial Partners may only conduct business with residents of the states for which they are properly registered.