Broker Check

(919) 381-5780

We strive to be one of the most respected financial advisory firms in the Carolinas and beyond. Our goal is to deliver a high-level of client satisfaction. We have done our job when you are truly confident in your financial life.

Life-stage Planning

Life-stage Planning

Years of experience have prepared us to guide you through your life transitions.

Learn more
Investment Management

Investment Management

We create disciplined investment strategies that are tailored to your needs and goals.

Learn more
Wealth Advisory

Wealth Advisory

We believe your values matter as you guide your family’s wealth.

Learn more

Thoughtful Advice.  Trusted Partners.

Learn more

Our Values

Our History

Our Team

Our Services

Our Resources

What is My Risk Number?

Current Team

James H. Tucker

James H. Tucker, CFP®, CRPS®

Co-Founder & Wealth Advisor

(919) 381-5780

(919) 323-3370

Patrick L. Bria

Patrick L. Bria

Co-Founder & Wealth Advisor

(919) 381-5780

(919) 323-3370

Ann J. Fields

Ann J. Fields

Registered Financial Planning Associate

(910) 693-0032

(919) 323-3370

Michelle Pritchard

Michelle Pritchard

Client Service Associate

919-381-5780

Ethan B. Earles

Ethan B. Earles

Registered Financial Planning Associate

(919) 381-5780

(919) 323-3370

Have a Question

Thank you! Oops!