Connect with Top-Rated Financial Planners in Pinehurst!

Golden Pine Advisory was created as a fee-only financial planning and investment management firm with a focus on delivering a unique experience that far surpasses the industry standard. We do not believe in putting you in a model plan or strategy that thousands of other people are in. Your plan is specifically designed for you. We help you develop smarter financial plans so you can make better decisions as you navigate through life. Leading edge technology coupled with our simple and efficient planning process we instill the confidence and peace of mind you deserve to enjoy your life.

Pinehurst Financial Group is a financial planning firm that has been providing guidance to investors since 1992. The company takes a personalized approach, listening carefully to clients' unique needs and building relationships based on objectivity, clarity, transparency, and flexibility. The firm offers comprehensive financial planning and investment management services, backed by the resources of Stifel, to help clients achieve their short- and long-term goals. With a commitment to integrity and professionalism, Pinehurst Financial Group aims to earn and keep clients' trust.

We specialize in customized wealth management solutions for families and individuals. We are passionate about making your investment experience as productive and transparent as possible. Our objective is to grow the value of our clients' portfolios, balancing their growth and income needs. We believe in proactive customer service and are here to listen and address their financial situations, including life planning, retirement planning, education planning, estate management, healthcare, taxes, and 401ks. With extensive knowledge and experience, our advisors will help you achieve your financial goals and objectives.