Financial Advisors in Raleigh, NC

Helping you elevate your financial potential

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4700 Falls of Neuse Road

Suite 275

Raleigh, NC 27609

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THE Raleigh, nc TEAM

  • Austin Konecke

    Director, Financial Planning

    Charlotte, Raleigh

    Austin Konecke

  • Bryan Keorlet

    Director, Financial Planning

    Charleston, Columbia, Raleigh

    Bryan Keorlet

  • Cheryl Langston

    Director, Financial Planning

    Loudoun County, Raleigh

    Cheryl Langston

  • Daniel Humphrey

    Director, Financial Planning

    Charlotte, Raleigh

    Daniel Humphrey

  • Kelli Smith

    Executive Director, Financial Planning

    Greensboro, Lee's Summit, Liberty, Overland Park, Raleigh

    Kelli Smith

 

 

 

 

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Working with us in Raleigh, NC

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Raleigh is here for you, serving the areas of Raleigh, Durham and Chapel Hill. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

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