Starboard Wealth Advisors is an independent practice in central North Carolina. Our professionals serve clients in the Piedmont Triad area, across North Carolina, plus 10 other states across the U.S. Our website is designed to help you get to know us better and to help you assess if we are a good fit for your family's financial needs. As you can see under About Raymond James, we have partnered with Raymond James to offer a comprehensive set of investment products and services to our clients.
We focus on helping clients plan for the future they’ve envisioned, providing comprehensive financial planning, customized investment strategies, and fee-based portfolio management. You will find Our Process and casual elegance approach straightforward and built upon a foundation of Honesty and Integrity. As your financial ship’s co-captain, we will work hard to help you along your voyage to reach the future you’ve envisioned.
If you’re looking for an experienced, results-oriented guide to help navigate your financial life, we’d welcome the opportunity to stand by your side. We strongly believe in "families helping families" and would welcome the opportunity to let our family help your family. Feel free to take us for a "test drive " through this web site, or see Getting Started.
The name of the street where our family was raised, “Starboard” holds much meaning for us as boating enthusiasts and advisors.
“Starboard” is the name given to the right side of a ship, typically where the captain sits. The starboard side of most naval vessels is designated the “senior” side – the officers’ sea ladder is located on this side, the starboard quarterdeck is reserved for the captain and the flag of the ship’s captain or officer in command is usually hoisted on the starboard yard.
We welcome the opportunity to be the co-captain of your family’s financial ship!
We are growing and looking to add another experienced Financial Advisor to our team! The ideal candidate should have at least 5-years of industry experience working with clients and possess a Series 7 & 66 as well as NC Life & Health and Medicare Supplement/Long-Term Care Insurance licenses. Professional designations are preferred (ex: CIMA, CFA, CFP, AAMS). Please contact Hank for more details.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
