Capital Investment Companies

Carawan Financial Partners OUR SERVICES Derek’s approach is based on your entire financial picture; your long-term financial health is his primary concern. And unlike many large Wall Street firms, he designs investment strategies with attention to detail—providing unique ideas and options specific to your individual situation.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

High Rock Partners is a boutique firm of strategic and M&A advisors, located in Raleigh, North Carolina, serving leaders of emerging growth and middle market companies. We assist owners and management prepare and sell their company, make acquisitions, make key strategic decisions; navigate and execute on transitions of ownership; accelerate growth to the next level; and reposition their company to optimize performance. We focus on strategy, exits, buyouts, shareholder liquidity, acquisitions, financing and turnaround assignments. Books written by High Rock Partners' founder can be found at http://www.amazon.com/Kenneth-H.-Marks/e/B002PAWEPC