Seminar Schedule

Our firm was originally established as an educational consulting firm. Over the years, we have become more of a wealth management firm, since no other advisory firm seems to follow our long term common sense investment process. Thankfully, our core message has never changed. Our educational seminars are designed to educate investors about how to measure their risk, returns and fees. The workshops are designed to empower people to make better financial decisions on their own. Specifically, the workshops teach people how to use to validate our educational process. Our core message teaches people how to diversify their portfolio correctly; find the best money managers for each area of the market; and how to do so at a reasonable cost.

Please call 252-439-1888 for more information or email

Investment Strategies for Volatile Times

Spring Series To Be Announced



  • Corporate Headquarters

    P.O. Box 756
    Oak Ridge, NC 27310
    Phone: 252-439-1888

  • Mountain Branch

    4 Highland Place
    Asheville, NC 28804
    Phone: 828-350-8681

  • Greenville Branch

    901 Forest Hill Circle
    Greenville, NC 27858

  • Coastal Branch

    1207 Earnley Cove
    Leland, NC 28451
    Phone: 910-579-8075

  • New York Branch

    8305 Decoy Run
    Manlius, NY 13104