Old Peak is a fast-growing, independent financial planning firm in Chapel Hill, NC. We have 5 employees, 100+ clients and $200 mm in assets under management. We are unique in four ways:
• Tailored advice: Our financial plan for every client is unique, because every client's situation is unique.
• On our client's side: We are fee-only fiduciaries. Our only incentive is to recommend what is best for a client.
• Comprehensive advice: To identify every critical risk and opportunity, advice must be comprehensive -- financial goal planning, investing, insurance, estate planning, tax and liability management.
• Smarter investing: Our investing strategy uses Nobel Prize-winning academic research and low-fee mutual funds.