We are not your typical financial advisors. With decades of experience, our local team consists of a CERTIFIED FINANCIAL PLANNER^™, a mechanical engineer, an MBA holder, and a former manager for a major investment solutions company.

Our diverse backgrounds, education, and experience allow us to challenge conventional wisdom in our approach to investment planning.

Our approach to financial planning is tailored to your individual goals. We not only take into consideration your financial goals, but we also include stage of life, risk assessment, and future cash flow requirements. Our goal is to prepare you for today, tomorrow and for whatever life brings you. And after many years in business, we've gotten pretty good at that.

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Bachelors Degree -

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Additional Detailed Disclosures

Investment Advisory Services offered through Glasgow & Associates, LLC. Glasgow & Associates is a Registered Investment Adviser regulated by the North Carolina Secretary of State Securities Division. Additional information about Glasgow & Associates is available on the SECs website at www.adviserinfo.sec.gov.