Old Peak Finance is a financial advisor based in Chapel Hill, NC, providing comprehensive financial planning and wealth management for executives, retirees, individuals, and families. The firm offers tax planning, investment management, retirement planning, equity compensation guidance, estate planning coordination, charitable giving strategies, and risk management. With a personalized, fee-only approach, Old Peak Finance helps clients organize complex financial decisions and work toward their long-term goals.

Expires: April 08, 2029