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

by Glenwood Financial Partners

Glenwood Financial Partners:

  • We are Investment Advisor Representatives…not stockbrokers
  • We provide Investment Management & Leadership, Financial Planning, and Financial Life Management
  • We are fee-based Advocates, Stewards, & Partners to clients
  • We serve each client’s unique and individual needs

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 impersonal “model 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.

Private Clients, Attorneys, CPAs, and Community Members look to us for proprietary
Reward-to-Risk investing 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 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.

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