Broker Check

Our Philosophy

A Message from Brian

Thank you for visiting our practice website. Whether you are a current client, were referred to us by a friend of the practice, or learned of our services through our presence in the community, we welcome you.

It is our intention that every visitor to our site is able to easily attain the type of information and knowledge about our firm that they seek. We are proud of our track record of success over the past 25 years. We have worked diligently to help meet the needs and objectives of our clients.

There is nothing more important to us than earning and maintaining the trust, confidence and respect of our clients. We have built our firm, chosen our affiliation with a premier financial planning firm and staffed our practice to achieve this end. Our team is based in Raleigh, NC, but as part of a national network of elite financial professionals within Sagemark Consulting, we have access to collaborate with a vast network of colleagues for the benefit of our clients and their unique situations.

Enjoy your visit to our website, and please feel free to contact anyone on our team if we can be of direct assistance to you or your family.

Best regards,
Brian D. Reynolds, CFP®, AAMS, CAP®

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