Your dreams, visions, & aspirations are uniquely yours – achieving them requires personalized strategies for bringing those ideas into action.

From Raleigh, North Carolina, we deliver a caring client-first approach to remove your fear & uncertainty, spoken in plain language.

#coronavirus Web-based dashboard to monitor virus activity & put numbers in context. pic.twitter.com/Z2OOSrwh7t

About 3 weeks ago from Glenwood Financial's Twitter via Twitter Web App

Under the Cloud of the Coronavirus

Market History for COVID-19 Under the Cloud of the Coronavirus: Control What You Can Control With...

Getting a Grip on the Situation

While the Coronavirus (officially COVID-19) matter is, of course, new and serious, the initial...

2019: The Year of Resolve

  Glenwood Financial Partners, a wealth management firm based in Raleigh, hosted a Year of...

The 6 Ds of Tech Disruption: A Guide to the Digital Economy

Technology disruption fills our worlds with opportunities and threats to career, business,...

It’s 2019: Scooby-Doo, Where Are You?!

Happy New Year, 2019! Fifty years ago this September, Hanna-Barbera Productions brought life to a...

Fed Wants to Keep Raising Rate Targets

Glenwood’s chief strategist is a professional Fed Watcher! In a highly telegraphed action by the...

Crisis of Character?

Character: It has to be a core...

Hard to Forecast the Trifecta!

Tough to consistently outguess all three.  A Note from Our Chief Investment Officer Been aware for...

#1 Reason We Sat Behind new Fed Chair Powell at U.S. Senate Testimony

Glenwood's chief investment officer, Michael Hakerem, keeps watchful eye on new Federal Reserve...

How the “Three Little Pigs” relates to your investments

The Wolves of Wall Street are in the news, blowing volatility into our ears and onto our...

Under the Cloud of the Coronavirus

Market History for COVID-19 Under the Cloud of the Coronavirus: Control What You Can Control With...

Getting a Grip on the Situation

While the Coronavirus (officially COVID-19) matter is, of course, new and serious, the initial...

2019: The Year of Resolve

  Glenwood Financial Partners, a wealth management firm based in Raleigh, hosted a Year of...

The 6 Ds of Tech Disruption: A Guide to the Digital Economy

Technology disruption fills our worlds with opportunities and threats to career, business,...

It’s 2019: Scooby-Doo, Where Are You?!

Happy New Year, 2019! Fifty years ago this September, Hanna-Barbera Productions brought life to a...

Fed Wants to Keep Raising Rate Targets

Glenwood’s chief strategist is a professional Fed Watcher! In a highly telegraphed action by the...

Crisis of Character?

Character: It has to be a core...

Hard to Forecast the Trifecta!

Tough to consistently outguess all three.  A Note from Our Chief Investment Officer Been aware for...

#1 Reason We Sat Behind new Fed Chair Powell at U.S. Senate Testimony

Glenwood's chief investment officer, Michael Hakerem, keeps watchful eye on new Federal Reserve...

How the “Three Little Pigs” relates to your investments

The Wolves of Wall Street are in the news, blowing volatility into our ears and onto our...

#coronavirus Web-based dashboard to monitor virus activity & put numbers in context. pic.twitter.com/Z2OOSrwh7t

About 3 weeks ago from Glenwood Financial's Twitter via Twitter Web App

Risk Management is Your #1 Priority.

Investing can feel overwhelming with many evolving factors that can hinder your progress — and each detail requires daily oversight, so you arrive safely and soundly at your goals.

Retirement Plans, Sudden Wealth Protection, ESG Investing & Custom-Built Solutions.

Turn your financial goals into your financial reality with tailored strategies, modern tools, & thorough guidance designed for your unique needs.

Building the retirement income you need is essential.

Turn your financial goals into your retirement reality with tailored strategies, modern tools, and thorough guidance designed for your unique needs.

Dedicated Support Across Your Financial Life

Personalized Financial Planning

Create the blueprint of your unique financial life to guide your wealth management.

Goals-Based Wealth Management

Align your financial strategies with the life you want to build.

Portfolio Management

Gain agile investment management customized for your specific needs.
A Renewed Focus for the Journey Ahead

From tax developments to market swings to career changes, life’s dynamic nature brings new turns to navigate around every bend. Glenwood Financial Partners is here to provide you with the resources and guidance you need — so you can reach your goals and live your best life.

Glenwood Financial Partners is an independent financial advisory firm located in Raleigh, North Carolina that is committed to comprehensive High-Net-Worth solutions.

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.