Raleigh · Durham · Chapel Hill, North Carolina
It’s not what you make.
It’s what you keep.
Fee-based, fiduciary financial planning for multi-generational families, business owners, trusts and endowments, led by a CERTIFIED FINANCIAL PLANNER™ professional who has spent four decades in the Carolinas.
Four decades of putting
the client first
Paul serves clients throughout the Raleigh–Durham–Chapel Hill area and across North Carolina. Working remotely allows him to stay accessible to the families, business owners and organizations he advises throughout the region.
Paul began in the investment business in 1983 as a college intern at Prudential-Bache Securities, and has spent his career learning from some of the industry’s most respected planners and analysts. He earned the CERTIFIED FINANCIAL PLANNER™ certification out of a conviction that good advice starts with education, and he keeps studying to this day.
His practice concentrates on total financial planning for multi-generational families, companies, trusts and endowments, built on trust, integrity and understanding. It has grown by referral only, over many years of putting client needs first.
“My clientele has grown, by referral only, through many years of paying it forward and always putting the client’s needs first. I would be honored to be allowed to prove this to you.”
Planning that spans generations
Most clients here are whole families, often three generations at once, plus the companies and institutions they steward.
Multi-Generational Families
Total financial planning for entire families, often across three generations at once.
Companies & Business Owners
Workplace retirement plans, profit sharing and the owner’s own planning alongside them.
Trusts & Endowments
Stewardship for institutional assets held on behalf of families and causes.
Comprehensive planning, one relationship
Retirement, tax, education, estate and workplace plans, coordinated so every decision supports the others.
Retirement Planning
Building, then drawing on, the income that funds the rest of your life.
Investment Management
Portfolios chosen for your goals, holdings and tax picture, not performance alone.
Tax Planning
Because it is not what you make, it is what you keep after tax.
401(k) & 403(b) Planning
Workplace plan design and guidance for employers and their people.
College Planning
Funding education without derailing retirement or the rest of the plan.
Estate Planning
Passing wealth to the next generation, and to the causes you care about.
How the work gets done
A deliberate five-step process, so you always know where you stand and what comes next.
Discovery
We listen first, to understand your goals, motivations and risk tolerance.
Gather Data
A deeper look at assets, liabilities, values and the vision behind them.
Develop a Plan
A comprehensive strategy for what you need now and what is coming.
Implementation
Putting the strategy to work with our team and professional partners.
Monitor & Review
Periodic review, adjusted for the life changes that inevitably arrive.
What you should expect
Meaningful relationships
Strategy starts with knowing you, your full financial picture and what you want for the people you love.
The complex made simple
Finances are complicated enough. Guidance is explained in plain terms you can actually act on.
Dependable and responsive
Approachable, available, and committed to your confidence in the advice you are given.
Access your accounts
Current clients can view balances, statements and activity through Schwab Alliance, the custodian for accounts managed by WealthPlan Investment Management.
Develop a deeper understanding of your wealth
Every relationship starts with a conversation about what you want your money to do. There is no cost for the first one.
Start With a Consultation