Tilia Fiduciary Partners provides fee-only fiduciary wealth management for households with at least $1M in investable assets, including business exit and multigenerational planning.
Families with $3M+ in investable assets seeking multigenerational wealth planning
Households with $1M–$10M needing coordinated investment, tax, and estate planning
Business owners preparing for a sale, IPO, liquidity event, or ownership transition
Live Oak Private Wealth combines CFP-led comprehensive planning with CTFA trust and estate guidance, retirement planning, charitable giving, and goals-based investment plans.
Nobles Pound Financial Planning has managed clients’ wealth for over 30 years and offers fiduciary investment, retirement, estate, insurance, and 529 planning.
clients seeking personalized investment and portfolio management
retirement and estate planning
families planning for college through 529 accounts
How do I choose the right financial service in New Hanover?
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Are the financial service shown here paid listings?
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