Olde Raleigh Financial Group

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Olde Raleigh Financial Group Looking for a Trusted, Independent Financial Advisor in Raleigh, NC? Our firm is a product of an evolution driven by curiosity.

Olde Raleigh Financial Group is an employee-owned, fee-based financial advisory firm dedicated to personalizing your investment journey. Olde Raleigh Financial Group is an independent, employee owned financial advisory firm in Raleigh, NC. In our capacity as investment advisor representatives, we offer customized equity portfolios and financial plans for individuals, families and privately held companies on a fee-based basis. We look to attract clients who are tired of cookie cutter wealth management and are looking for a financial advisor with a more personal touch. We facilitate retirement planning, tax planning, social security analysis, college planning, 401k allocation, insurance and estate planning. Above all, as investment advisor representatives we have a fiduciary standard of care and therefore we believe in acting in your best interest. Of market gyrations and “great recessions”. Of time spent inside the corporate culture of both banks and broker dealers and understanding neither are for us nor our clients. Of taking the long view through the prism of today’s details. Of the craft that is personal wealth management. Throughout this evolution, we as individuals have always been focused on the best interest of those we serve. This quality is innate in all of us and you can’t work here if you don’t have that core talent.

Today, we celebrate Alex Mihajlov, the founder of Olde Raleigh Financial Group and a leader who genuinely puts people fi...
10/16/2026

Today, we celebrate Alex Mihajlov, the founder of Olde Raleigh Financial Group and a leader who genuinely puts people first. Alex leads by example, supports his team, and truly cares about the people behind the work, including their families.

He understands that being a great leader goes beyond running a successful business; it means building relationships, encouraging others, and creating an environment where people feel valued and supported.

His dedication, compassion, and willingness to be right there alongside his team make him not only a great boss but a true teammate. We’re grateful for the leadership, care, and culture he brings to Olde Raleigh Financial Group every day.

Happy Boss’s Day, Alex! 💙

There comes a point when you start thinking differently about what’s valuable.You’ve spent years building a career, supp...
10/15/2026

There comes a point when you start thinking differently about what’s valuable.

You’ve spent years building a career, supporting a family, saving for the future, and taking care of what needed your attention. Eventually, the question becomes: What do I want more time for?

Maybe it’s family. Travel. Your business. Your health. Giving back. Or simply having more control over your days.

Financial planning should help you think beyond the numbers and consider how the life you’ve built can support the way you want to spend your time.

Financial priorities have a way of changing as life does.At one point, the focus may be building an emergency fund or pa...
10/13/2026

Financial priorities have a way of changing as life does.

At one point, the focus may be building an emergency fund or paying down debt. Later, the conversations shift toward retirement, caring for family, enjoying what you’ve built, or thinking about what you’ll leave behind.

The important part is recognizing how those priorities connect.

A strong financial plan considers what you need today while continuing to make room for what may matter years from now.

Wherever you are in that progression, we’d be happy to have a conversation about what deserves your attention next. Reach out to our team when you’re ready.

Success can create something we don’t talk about enough: more choices.And choices come with tradeoffs.A promotion may me...
10/12/2026

Success can create something we don’t talk about enough: more choices.

And choices come with tradeoffs.

A promotion may mean more income and less time. A bigger home may mean more space and less flexibility. Building wealth may eventually give you the ability to work less, change careers, or spend differently.

As your financial life grows, the conversation often becomes less about what’s possible and more about what’s worth it.

The leaves are falling, the temperatures are cooling down, and fall is officially here. As the year starts to wind down,...
10/09/2026

The leaves are falling, the temperatures are cooling down, and fall is officially here. As the year starts to wind down, now is a great time to check in on anything still on your to-do list before the busy holiday season arrives.

Whether you have questions, need support, or simply want to connect, we are always here to help. Give us a call anytime, this season and every season. 919.861.8212

Sometimes we hold ourselves to decisions we made for a version of life that no longer exists.Maybe you planned to retire...
10/08/2026

Sometimes we hold ourselves to decisions we made for a version of life that no longer exists.

Maybe you planned to retire at 65, but your work still feels meaningful. Maybe you always pictured staying in your home, but now you'd rather have the freedom to travel. Maybe supporting family or giving back has become more important than something you spent years saving toward.

As life gives us new experiences, our priorities have a way of evolving with them.

Your financial plan should leave room for that.

The most meaningful giving often starts with a simple question: What do I want this gift to make possible?Maybe it’s giv...
10/07/2026

The most meaningful giving often starts with a simple question: What do I want this gift to make possible?

Maybe it’s giving a student an opportunity they otherwise wouldn’t have. Preserving a place that matters to your family. Supporting research that has touched your life. Or strengthening an organization that has served your community for decades.

When you start with the impact you hope to make, charitable planning becomes a much more personal conversation.

October has a way of putting things into perspective. The final quarter of the year is here, and for many business owner...
10/06/2026

October has a way of putting things into perspective. The final quarter of the year is here, and for many business owners, that brings a mix of energy and urgency. There is still time to finish strong, but the window is getting shorter.

This quote is a timely reminder that crossing the finish line is not about pushing harder for its own sake. It is about reconnecting with the reason you started in the first place. That clarity is often what separates a strong finish from a scattered one.

As you move through October, we would love to hear from you: What was the original reason you started your business or took on your biggest goal this year? Share it in the comments. Sometimes the best fuel for finishing strong is remembering where it all began.

A lot can change in a year. Medicare Open Enrollment gives you an opportunity to see whether your coverage should change...
10/05/2026

A lot can change in a year. Medicare Open Enrollment gives you an opportunity to see whether your coverage should change with it.

Have your prescriptions changed? Your doctors? Your income? Are healthcare costs fitting into your retirement plan the way you expected?

Open Enrollment runs from October 15 through December 7, making this a good time to take another look and bring any questions into your next planning conversation.

We can help you consider how healthcare costs fit into your broader financial picture and coordinate with the appropriate Medicare professionals when needed.

The new role looks great. The compensation is compelling. You’re ready for what’s next.Before you say yes, take a close ...
10/02/2026

The new role looks great. The compensation is compelling. You’re ready for what’s next.

Before you say yes, take a close look at what happens when you leave your current employer.

For executives, unvested equity, deferred compensation, benefits, and other provisions can make the timing of a career move worth a closer look.

Address

3110 Edwards Mill Road Suite 340
Raleigh, NC
27612

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 5pm

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