Wealth Management – it’s more than just money.

It’s values,It’s traditions,It’s knowledge,It’s memories,It’s YOUR FAMILY.

Let's discover your path

Being able to live your best life matters..!

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

#TuesdayMotivation Glenwood's CIO, @MichaelHakerem loves to share a favorite motivating book stack with students, parents, CFAs, etc. pic.twitter.com/wCxANuP3aZ

About 4 months ago from Glenwood Financial's Twitter via Twitter Web Client

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...

In The Doghouse—Mutual Fund Models

Tucker, an actual client, values his hard-earned assets! The S&P 500 and Dow Jones Industrials...

Your Investments & Global Conflicts

BETTER WAYS TO ADDRESS RISK AND REDUCE FEAR In view of the recent tough talk between the U.S. and...

Where in the World is Value?

Glenwood Financial Partners delivers advice and solutions for its clients in...

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...

In The Doghouse—Mutual Fund Models

Tucker, an actual client, values his hard-earned assets! The S&P 500 and Dow Jones Industrials...

Your Investments & Global Conflicts

BETTER WAYS TO ADDRESS RISK AND REDUCE FEAR In view of the recent tough talk between the U.S. and...

Where in the World is Value?

Glenwood Financial Partners delivers advice and solutions for its clients in...

#TuesdayMotivation Glenwood's CIO, @MichaelHakerem loves to share a favorite motivating book stack with students, parents, CFAs, etc. pic.twitter.com/wCxANuP3aZ

About 4 months ago from Glenwood Financial's Twitter via Twitter Web Client

Protecting your investments from risk is imperative.

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.

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.

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.

Meaningful 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 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.