Based in Chapel Hill, Old Peak Finance is a fee-only, independent firm offering wealth management services to executives and retirees, specializing in tax planning, equity compensation, and investment management. We help executives navigate complex compensation packages, including stock options, RSUs, ESPPs, and more. Comprehensive services including portfolio management, tax & estate planning strategies, insurance advice, and retirement income planning. Expert advice with no product sales or commissions. Reviews may be submitted by current or former clients, as well as individuals who have not engaged our services. No compensation or incentives were provided in exchange for reviews. For more information, please visit our website.
I have been with Old Peak Finance for many years and recommend them to everyone I know. They are extremely professional and experienced, and also very reliable, friendly and patient. I am a very satisfied client and count on being with them as long as they will have me :-)
March 2026
Since beginning a relationship in 2018, Old Peak's been consistent in their perspective and confident in their guidance on making our investments work consistently and comfortably for us. We're quite happy and recommend reaching out!
February 2026
Highly recommend Old Peak Finance for anyone seeking expert financial guidance. They are dedicated fiduciaries who operate under a client-first oath, ensuring their advice is always in your best interest. Thank you!
