A complete list of active advisors currently associated with Olde Raleigh Financial Group

Warmer can help you find a great advisor at Olde Raleigh Financial Group or one who fits your needs even better.

Olde Raleigh Financial Group offers discretionary investment management and ongoing financial planning for individuals and families, with services that include portfolio management, retirement-account advice and rollover recommendations. The firm’s brochure notes a standard account minimum of $1,000,000 and, as of December 31, 2025, reported $0 in regulatory assets under management, indicating it is positioned to onboard larger, fewer relationships rather than mass retail clients. The firm describes a top-down, theme-driven investment process combined with fundamental, bottom-up company research and asset-allocation models; portfolios are typically constructed with individual U.S. equities, ETFs, cash, and limited fixed-income exposure and are customized to client risk profiles. Olde Raleigh Financial Group generally manages accounts on a discretionary basis, uses risk-profiling tools, and may employ relatively conservative options strategies (such as covered calls and cash-secured puts) for certain clients. Distinctive features noted in the brochure include a firm policy that clients are generally required to custody assets with Fidelity and that some financial professionals are licensed insurance agents who may recommend insurance products, a relationship the firm discloses and says it manages through policies and disclosure. The firm is newly registered, operates with a small advisory team and no reported AUM or client relationships at year-end 2025, which may be relevant for prospective clients assessing operational history and scale.

To learn more about the advisors currently working at Olde Raleigh Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.