Hi! We’re glad you stopped by-Our clients rely on us for custom portfolios, retirement income, stress testing current events like COVID & recession, and tackling financial health at each lifestage.

From Raleigh, North Carolina, we deliver a caring client-first approach with privacy and plain language.

What Glenwood Is Reading

The Future Is Faster Than You Think

The Future Is Faster Than You Think

In their book Abundance, bestselling authors and futurists Peter Diamandis and Steven Kotler tackled grand global challenges, such as poverty, hunger, and energy. Then, in Bold, they chronicled the use of exponential technologies that allowed the emergence of powerful...

Election Chaos?

Clean Election? Legal Challenges? Gridlock? 🤢   ELECTION CHAOS? 🤦‍♀️   Anything is possible in...

We Shih Tzu Not: Coronavirus Investing

SERIOUSLY—Rewards will come to those able to patiently withstand volatility and uncertainty....

Fiduciary Work in the Trenches

Work in the Trenches There are no days-off for the advisors of Glenwood Financial Partners during...

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...

Election Chaos?

Clean Election? Legal Challenges? Gridlock? 🤢   ELECTION CHAOS? 🤦‍♀️   Anything is possible in...

We Shih Tzu Not: Coronavirus Investing

SERIOUSLY—Rewards will come to those able to patiently withstand volatility and uncertainty....

Fiduciary Work in the Trenches

Work in the Trenches There are no days-off for the advisors of Glenwood Financial Partners during...

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...

What Glenwood Is Reading

The Future Is Faster Than You Think

The Future Is Faster Than You Think

In their book Abundance, bestselling authors and futurists Peter Diamandis and Steven Kotler tackled grand global challenges, such as poverty, hunger, and energy. Then, in Bold, they chronicled the use of exponential technologies that allowed the emergence of powerful...

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.