Peace of Mind Wealth Management logo

Peace of Mind Wealth Management

Updated today

Client AUM

$280,280,704

Clients

324

Advisors

8

across 2 offices

About

Peace of Mind Wealth Management is a team‑based registered investment adviser that serves individuals (including high‑net‑worth clients), corporations, trusts, foundations, and charitable organizations through both discretionary and non‑discretionary mandates. Its services include investment management, financial planning (standalone or bundled), participant account management for held‑away retirement plan assets, estate‑planning guidance, and access to tax preparation/filing services through an affiliated entity, POM Tax Strategies, LLC.

The firm describes a top‑down, macro‑environmental approach to tactical asset allocation with sector rotation and a relative growth/value framework, applying blended growth and fixed‑income strategies and discretionary rebalancing tailored to client profiles. Portfolios are implemented using a mix of internally developed models, pre‑built portfolios, and third‑party model managers accessed via a platform relationship with AE Wealth Management, with both wrap‑program and non‑wrap options available.

Compared with many peers, the brochure discloses that the firm uses testimonials and endorsements in its advertising and actively offers advisory annuity solutions through a Nationwide platform and an insurance IMO (Advisors Excel), arrangements the firm notes as revenue sources and potential conflicts. The brochure also highlights several operational distinctions — an affiliated tax services entity, use of a third‑party digital estate‑planning provider, and the employment of service providers with artificial‑intelligence components (for example, CRM meeting‑note summarization) — which the firm identifies as part of how it delivers and supports its services.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Annuities General estate planning guidance General tax planning Wealth management

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning fixed fees from $2,500 to $10,000 when services are standalone

Project-based

$350 per hour for terminated financial planning agreements based on hours worked

Other

Account minimum: $800,000 Minimum fee: $12,000 annually for clients with assets under management below $800,000 Fee-only: Financial planning fixed fees range from $2,500 to $10,000 when provided as standalone services

Main office

See office

4101 Lake Boone Trail, Suite 111

Raleigh NC 27607

Advisors at this office

7

Most active in

Florida · North Carolina · Pennsylvania · South Carolina · Texas · Utah

Also doing business as

Peace Of Mind Wealth Management · Pom Investment Strategies, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Aralys C

Series 65

Raleigh, NC

Peace of Mind Wealth Management

Aralys Castillo is a financial advisor at Peace of Mind Wealth Management in Raleigh, NC, holding a Series 65 designation. She has one year of experience with the firm and previously worked independently as a self-employed professional for five years. Her work background also includes roles at Advanced Auto Parts and UNCG. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm uses a top-down, macro-environmental approach to tactical asset allocation, blending growth and fixed-income strategies and offering both discretionary and non-discretionary services.

Annuities General estate planning guidance General tax planning Wealth management
user avatar

Taylor W

CFP®, Series 65

St. George, UT

Peace of Mind Wealth Management

Taylor Wolverton is a CFP® and Series 65-registered advisor at Peace of Mind Wealth Management with three years of industry experience. He has worked with firms including Wealth Mode Financial Planning and Deseret Mutual Benefits Administrators. Wolverton is also affiliated with POM Tax Strategies, LLC, a tax preparation and filing service related to his firm. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation and offers a range of services including investment management, financial planning, estate planning guidance, and tax preparation through its affiliated entity.

Annuities General estate planning guidance General tax planning Wealth management
user avatar

Lauren S

Series 65

Raleigh, NC

Peace of Mind Wealth Management

Lauren Stancil is a financial advisor at Peace of Mind Wealth Management in Raleigh, NC, holding a Series 65 designation with four years of industry experience. Her work history includes roles at Nexxus Partners and multiple entities connected to Peace of Mind Wealth Management. Outside of finance, she also works as a human resources consultant for small businesses. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation with sector rotation and combines internally developed models and third-party portfolios to meet client needs.

Annuities General estate planning guidance General tax planning Wealth management
user avatar

Joshua B

CFP®, Series 65

Raleigh, NC

Peace of Mind Wealth Management

Joshua Burgess is a CFP® professional with four years of experience in financial advising. He is currently with Peace of Mind Wealth Management, where he has worked since 2024. Prior to this, he held positions at Choreo, LLC and RSM US Wealth Management LLC. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation, combining blended growth and fixed-income strategies tailored to client profiles and utilizing both internally developed and third-party model portfolios.

Annuities General estate planning guidance General tax planning Wealth management
user avatar

Nicholas T

Series 66

Raleigh, NC

Peace of Mind Wealth Management

Nicholas Tolerton is a financial advisor at Peace of Mind Wealth Management with five years of industry experience. He holds the Series 66 designation and has worked at several firms, including Strategic Wealth Investment Group and Equitable Advisors. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation using a blend of internally developed models and third-party portfolio managers, providing both discretionary and non-discretionary investment management alongside financial and estate planning services.

Annuities General estate planning guidance General tax planning Wealth management
user avatar

Mursaleen T

CFP®, Series 63, Series 65

Raleigh, NC

Peace of Mind Wealth Management

Mursaleen Tariq is a CFP® professional with 12 years of industry experience, currently serving at Peace of Mind Wealth Management in Raleigh, NC. His prior experience includes roles at Reutemann Financial Solutions, Inc. and Quincy Wells Capital. Outside of advisory work, he is involved with POM Tax Strategies, LLC, which provides tax preparation and filing services. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm employs a top-down, macro-environmental approach to asset allocation, blending growth and fixed-income strategies with discretionary rebalancing, supported by internally developed and third-party portfolio models.

Annuities General estate planning guidance General tax planning Wealth management
user avatar

Nicholas H

CFP®, Series 63, Series 65

Raleigh, NC

Peace of Mind Wealth Management

Nicholas Hymanson is a CFP® professional with seven years of industry experience, currently serving at Peace of Mind Wealth Management in Raleigh, NC. His prior roles include positions at POM Investment Strategies, Truist, and SunTrust Robinson Humphrey. He is also an insurance agent representing various carriers outside of his investment advisory role. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm utilizes a top-down, macro-environmental approach to asset allocation, combining internally developed models and third-party portfolios, while offering services such as investment management, financial planning, estate-planning guidance, and affiliated tax preparation.

Annuities General estate planning guidance General tax planning Wealth management
user avatar

Radon S

CFP®

Raleigh, NC

Peace of Mind Wealth Management

Radon Stancil is a CFP® professional with 19 years of experience in financial advisory roles. He is currently with Peace of Mind Wealth Management, where he has worked since 2020, and previously held positions at Reutemann Financial Solutions and Diversified Estate Service. Stancil is also a licensed owner selling fixed insurance products and manages an affiliated tax preparation and filing service. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation and offers a range of services, including investment management, financial planning, estate-planning guidance, and access to tax preparation through an affiliated entity.

Annuities General estate planning guidance General tax planning Wealth management
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)