Dreher Financial Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$139,840,000
Clients
178
Advisors
2
of 2 employees
About
Dreher Financial Partners advises retirees and individuals planning for retirement, offering discretionary investment management and financial planning services tailored to clients’ income and spending needs. The firm works with individual and joint accounts, trusts and retirement accounts, and provides written investment strategies and ongoing portfolio oversight on a fee-only basis.
The firm’s investment process centers on fundamental security analysis supplemented by diversification and macroeconomic assessment, translating a client’s financial profile into a risk profile and asset-allocation plan. Portfolios are implemented mainly with individual stocks, bonds and no-load mutual funds, supported by the firm’s proprietary research and quarterly client reports, with formal account reviews at least annually.
Compared with many peers, the firm combines its individual-retirement focus with advisory services for participant-directed employer retirement plans and nonprofit endowments, and it routinely conducts detailed cash-flow analyses for retirement decisions (including participation in client family meetings) at no additional charge. It also emphasizes direct security selection (including individual bonds and high-dividend equities) and shares firm research with clients, while declining to vote client proxies so clients receive and retain proxy materials directly.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 0.80% $1,000,000+: 0.50% $1,000,000 - $3,000,000: 0.40% $3,000,000 - $6,000,000: 0.20% $6,000,000+: 0.10% $0 - $500,000: 0.80% $500,000+: 0.50%
Minimum fee: $4,800 annually for individuals; $5,000 annually for employer-sponsored retirement plans; $2,500 annually for non-profit endowments. Minimum fees may be reduced or waived at firm's discretion. Fee-only: Firm is fee-only and does not receive commissions.
Main office
275 SE Broad Street
Southern Pines NC 28387
Advisors at this office
2
Most active in
North Carolina
Also doing business as
Dreher Financial Partners · Dreher, Henry Samuel · H. S. Dreher Capital Management · H. S. Dreher Capital Management LLC · H. S. Dreher Capital Management, LLC · H. S. Dreher Management, LLC · H.S. Dreher Capital Management,LLC · Henry Samuel Dreher D/B/A H. S. Dreher Capital Management, LLC · Longleaf Capital Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Thomas V
CFP®, Series 63, Series 65
Southern Pines, NC
Dreher Financial Partners
Thomas Velevis is a CFP® professional with 26 years of industry experience, currently serving at Dreher Financial Partners in Southern Pines, NC. He has worked at H.S. Dreher Capital Management (formerly Longleaf Capital Management) since 2001. Dreher Financial Partners advises retirees and individuals planning for retirement, providing discretionary investment management and financial planning services focused on income and spending needs. The firm emphasizes fundamental security analysis, individual security selection, and detailed cash-flow analyses, serving individual and joint accounts, trusts, retirement accounts, employer retirement plans, and nonprofit endowments.
Michael W
CFP®, Series 65
Southern Pines, NC
Dreher Financial Partners
Michael White is a CFP® with 10 years of industry experience, currently serving as an advisor at Dreher Financial Partners. He has been with H.S. Dreher Capital Management, LLC since 2015. Dreher Financial Partners advises retirees and individuals planning for retirement, providing discretionary investment management and financial planning services tailored to clients’ income and spending needs. The firm emphasizes fundamental security analysis, diversification, and macroeconomic assessment to develop risk profiles and asset-allocation plans, primarily utilizing individual stocks, bonds, and no-load mutual funds.
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