Greensboro, NC Office
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Cetera Planning Partners
Enterprise
Firm-wide stats for Cetera Planning Partners
About
Cetera Planning Partners serves individual and high‑net‑worth clients, with a notable emphasis on pre‑retirees and retirees, providing investment management, comprehensive financial planning, Social Security optimization and retirement‑related advice. The firm also offers ancillary services that are not always standard at similarly sized multi‑team firms, including tax planning and preparation, bookkeeping and payroll support, and an estate‑planning offering called Legacy Wealth Strategies delivered through a third‑party provider.
CPP’s investment process centers on diversified allocations built from mutual funds and ETFs that are matched to a client’s stated objectives and risk tolerance, beginning with a formal, document‑driven planning intake and periodic (typically annual) plan updates. Accounts may be managed on either a discretionary or non‑discretionary basis, and the brochure discloses specific features and risks for margin, pledged‑account loans and other lending arrangements (including use of third‑party providers such as TriState and Goldman Sachs).
What distinguishes the firm from many peers is its integration into a larger Cetera network and the related mix of affiliated capabilities: Cetera Investment Services and Cetera Investment Services (CIS) are described as affiliated broker‑dealer/clearing and custodial resources (CIS may act as an IRA custodian), CPP refers ERISA Section 3(38) and other pension‑related work to an affiliated advisor, and the firm makes use of bank deposit sweep programs (FlexInsured, IDSA) and other bank loan/custody arrangements that generate institutional‑level revenue sharing. The brochure also notes access to publications, conferences and other communications provided through custodians and strategic partners, and the firm explains how it coordinates with outside attorneys for estate‑planning document execution.
Based on Cetera Planning Partners
Expertise
Based on Cetera Planning Partners
Location
2010 D New Garden Road
Greensboro NC 27410
Advisors at this office
3
Advisors at this office
Angus M
Series 63, Series 65
Greensboro, NC
Cetera Planning Partners
Angus Mceachran III is a financial advisor at Cetera Planning Partners with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Independent Advisor Alliance, and Summit Financial Group. Mceachran is a partner at HMC Partners LLC and co-hosts a radio show focused on marketing securities business to the public. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm emphasizes diversified allocations through mutual funds and ETFs aligned with client objectives and integrates additional services such as tax planning, bookkeeping, and estate planning through affiliated providers.
William G
CFP®, Series 66
Greensboro, NC
Cetera Planning Partners
William Guge is a CERTIFIED FINANCIAL PLANNER™ professional with nine years of industry experience. He is currently with Cetera Planning Partners and has previously worked at Ameriprise, Charles Schwab, Fidelity Brokerage Services, and TD Ameritrade. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management and comprehensive financial planning, including Social Security optimization and retirement advice, supported by ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.
John H
Series 63, Series 65
Greensboro, NC
Cetera Planning Partners
John Hardy Jr. is a financial advisor at Cetera Planning Partners with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Summit Financial Group, and multiple Cetera entities. Outside of advising, he serves on the finance committee for First Baptist Church in Greensboro and co-hosts a radio show related to his securities business. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment process emphasizes diversified portfolios using mutual funds and ETFs tailored to clients’ goals and risk tolerance, supported by a range of ancillary services including tax planning, bookkeeping, payroll support, and estate planning through third-party providers.
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