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      Stifel | The Founders Group

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      Financial Planners, Financial Planning Consultants, Investment Advisory Service

      1414 Raleigh Rd Ste 201, Chapel Hill, NC 27517

      984-364-2000

      OPEN NOW: 
      Today: 8:00 am - 5:00 pm
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      General Info
      Our investment philosophy is goals oriented. We help our clients determine their investment goals through a comprehensive wealth management planning process and create an appropriate investment allocation suited to those goals. Recognizing that each client is unique, we work closely with you to identify your needs and develop highly personalized strategies. Our benchmark is your goals, not beating an index. Our ultimate goal is to help our clients build and preserve wealth for not only themselves, but across multiple generations
      Extra Phones

      Fax: 984-364-2001

      Hours
      Regular Hours
      Mon - Fri:
      Sat - SunClosed
      Categories
      Financial Planners, Financial Planning Consultants, Investment Advisory Service, Stock & Bond Brokers
      Services/Products
      401(k) and 403(b) Rollovers Alternative Investments Charitable Giving Insurance Planning Tax Efficient strategies
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