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Ryan G

CFP®, Series 63, Series 65

Chapel Hill, NC

Tarheel Advisors, LLC

Ryan Glover is a CFP® with 18 years of industry experience, currently serving as an advisor at Tarheel Advisors, LLC since 2009. Based in Chapel Hill, NC, he holds Series 63 and Series 65 licenses. Tarheel Advisors provides discretionary wealth management and comprehensive financial planning to individuals, families, trusts, retirement plan sponsors, non-profits, and corporations. The firm emphasizes customized portfolios with diversification and risk management, and it also offers retirement plan consulting and business advisory services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business succession planning Options & derivatives strategies Engineering Professional Founder/Business Owner Attorney Doctor or Medical Professional Educators, Teachers, and Academics
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Walter H

CFP®, Series 63, Series 65

Chapel Hill, NC

Tarheel Advisors, LLC

Walter Hinson is a CFP® professional with 19 years of experience in financial advising. He has been with Tarheel Advisors, LLC in Chapel Hill, NC since 2009. Outside of his advisory role, he manages a rental home in Surf City, NC. Tarheel Advisors serves individuals, families, trusts, retirement plan sponsors, non-profits, and corporations, offering discretionary wealth management and comprehensive financial planning. The firm emphasizes customized portfolios, risk management, and conducts regular account reviews, alongside providing retirement plan consulting and broader business advisory services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business succession planning Options & derivatives strategies Engineering Professional Founder/Business Owner Attorney Doctor or Medical Professional Educators, Teachers, and Academics
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