A complete list of active advisors currently associated with Olde Towne Financial Management Co.
Warmer can help you find a great advisor at Olde Towne Financial Management Co. or one who fits your needs even better.
Olde Towne Financial Management Co. provides discretionary investment management and comprehensive financial planning to individuals, high‑net‑worth clients, nonprofit organizations and privately held businesses. Its services encompass tailored investment policy development, retirement and estate planning, business planning and employee‑benefit optimization within an integrated planning framework. The firm develops individualized investment plans through personal discovery conversations and implements them on a discretionary basis while coordinating with outside attorneys and tax professionals when appropriate. Portfolio construction draws on a broad analytical toolkit — including fundamental, quantitative, technical, cyclical and charting analysis — and clients receive custodial statements and online access to monitor accounts. Compared with many small independent advisers, Olde Towne manages a relatively concentrated set of client relationships and integrates quantitative and technical strategies alongside traditional fundamental research, including occasional use of derivatives. The firm does not accept third‑party compensation, does not vote client proxies (clients retain proxy voting), and operates with direct coordination with external attorneys and tax advisors as part of its service model.
To learn more about the advisors currently working at Olde Towne Financial Management Co., 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.
Name |
Location |
Years of experience |
|---|---|---|
Greensboro, NC
| 28
|
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