MMC Financial Group
Financial Service
Why pick this one
MMC Financial Group provides holistic financial planning that connects wealth, values, career, family, and real-world decisions in Raleigh and New Bern.
Best for
- People seeking financial planning tied to life goals and values
- Clients wanting goals, habits, career, family, and financial trade-offs considered together
- Individuals seeking fee-based advisory services
Look elsewhere if
- People seeking emergency financial services or same-day transactions
- People seeking a clearly published fee schedule
- People seeking a service outside financial planning or investment advisory services
Specialties
- holistic financial planning
- wealth and life-goal planning
Certifications
- Geoff McLawhorn holds the CLU designation
- Liberty Partners Financial Services, LLC member FINRA/SIPC
- Modern Capital Advisors, LLC SEC-registered investment advisory firm
What makes them different
- Holistic planning considers goals, habits, career, family, and financial trade-offs together
- Financial planning connects wealth, values, and real-world decisions
- Offices listed in Raleigh and New Bern, North Carolina
- Fee-based advisory services are processed through and supervised by Modern Capital Advisors, LLC
- Serves
- Raleigh, New Bern
Distilled from this business's own website.
Contact & Location
- Address
- 1985 Eastwood Rd Ste 200, Wilmington, NC 28403
- Phone
- +19106794685
- Website
- https://www.mmc2100.com/
- micah@micahrich.com
Services
- financial planning
- fee-based advisory services
- securities services