Glenwood Financial Partners is a wealth management firm in Raleigh, North Carolina, that serves individuals, families, and business owners who seek a lifelong financial steward.
We bring over five decades of combined industry experience to our client relationships and help investors navigate their financial lives within a complex environment. We believe the financial industry can do more to help clients achieve their retirement goals and build lasting prosperity. But often, financial companies focus on pushing products and lumping investors into template portfolios for easier management.
We know you deserve more from the industry than one-size-fits-all service. You deserve true advocates and customized support that help you live your best life. So, we formed Glenwood Financial Partners to help each client preserve and grow their wealth with care — while providing clarity that they’re on the right financial path.
No matter what life stage you’re in — or where you hope to go — we can support you with the personalized service you seek across the wealth management landscape.
We Are Fiduciaries
The term “fiduciary” has quickly become an industry buzzword — and you may hear many advisors throw this term around to describe how they support clients. In a nutshell, being a fiduciary means that you put clients’ interests and needs first. And industry regulations are evolving to require financial professionals to serve in this manner.
At Glenwood, our professionals have been serving as fiduciaries for decades, even before it became a standard. We’ve always believed that you deserve guidance and strategies that put you first. When you collaborate with our team, you can feel confident knowing we’re here for you and will look out for your best interests throughout your financial life.
The Glenwood Name
The “Glenwood” reference in our company name reflects our historic and vibrant community. As a major Raleigh thoroughfare, Glenwood Avenue connects diversity, innovation, and exponential change — rooted in the solid foundation of teaching and history. All walks of life make this area their home and professional community, uniting together through their varied experiences. We named our company to reflect this heritage and how we apply the roots of steadfast strategies to support people’s diverse needs and priorities.
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.