Glenwood Financial Partners

Financial Services, 3717 National Dr Ste 211, Raleigh, North Carolina, 27612, United States, 1-10 Employees

Phone Number: +12*********

Who is GLENWOOD FINANCIAL PARTNERS

We are a wealth management firm that serves individuals, families and business owners who seek a lifelong financial steward. At Glenwood Financial Partners, we think you deserve true fin...

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Headquarters: 3717 National Dr Ste 211, Raleigh, North Carolina, 27612, United States
Date Founded: 2016
Employees: 1-10
Revenue: Under $1 Million
Active Tech Stack: See technologies

Industry: Financial Services

SIC Code: 6211 | NAICS Code: 541110 | Show More

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Glenwood Financial Partners Org Chart and Mapping

Employees

Rick McElroy

Managing Principal & Financial Advisor

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Frequently Asked Questions Regarding Glenwood Financial Partners

Answer: Glenwood Financial Partners's headquarters are located at 3717 National Dr Ste 211, Raleigh, North Carolina, 27612, United States

Answer: We are a wealth management firm that serves individuals, families and business owners who seek a lifelong financial steward. At Glenwood Financial Partners, we think you deserve true financial advocates who provide proactive, personalized support that helps you live your best life. We help each client preserve and grow their wealth with care--while gaining the clarity they need to know they're on the right financial path. Your full service financial partner: * Personalized Financial Plans * Goals-based Wealth Management * Portfolio Management * Consultative Guidance * Proactive Support Our service beliefs-Stewardship, Service, Management, Humility and Client Focus. Stewardship-We believe that your financial advisor should support and protect your lifelong wellbeing. You receive thorough support that proactively looks out for your lifelong wellbeing. Service-Your advisor should be willing to collaborate with you and your other advisors. You gain a central resource synchronizing your life's financial details. Management-Your advisor should handpick every investment for your specific goals and risk tolerance. You'll have no missed opportunities, no unnecessary risk, and no exposure to taxation issues. Humility-Your advisor should always be eager to think better, do better, and serve better, leaving ego aside. This provides a straightforward, collaborative relationship that focuses on your needs. Client Focus-We believe that your advisor should use technology responsibly across your financial strategies. You'll receive unbiased guidance and modern strategies led by your goals. Investment advisory services offered through Eudaimonia Advisors, LLC, a registered investment advisor. Advisory services are only offered to clients or prospective clients where Eudaimonia Advisors, LLC doing business as Glenwood Financial Partners, LLC and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational