Fee-only Wealth Management Advisors in Raleigh, NC

Grow your wealth with a fiduciary firm that serves individuals, families, and business owners seeking a lifelong financial steward.

About Our Firm

Wealth Management is not just about money:

it includes values, traditions, knowledge, memories, and so much more.

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.

How do we serve our clients? Click play to learn more.

by Glenwood Financial Partners

FIRST STEP: Listen to short and sweet podcast clips!

Listen Now

Private Clients, Attorneys, CPAs, and Community Members look to us for proprietary Reward-to-Risk disciplines, over 50 years of combined service in the "financial trenches," and authentic care and concern for real people.

Glenwood Financial Partners is an independent financial advisory
firm located in Raleigh, North Carolina.

Advisory services offered through Kingswood Wealth Advisers, an SEC registered investment advisory firm. Glenwood Financial Partners may only conduct business with residents of the states for which they are properly registered.