Linda N Patchett Cfp

SpecialtiesOur experienced team serves a variety of clients, playing an important role in your inner circle. Whether we are providing professional investment consulting or complete financial planning, you can rely on us to take care of the big picture and the finer details with an approach that is as disciplined as it is strategic. It all starts with developing a deep understanding of your needs. From there we aim to offer personalized attention, the highest level of service with integrity, and the advocacy needed on your side of the table. Our rigorous process ensures a comprehensive plan.

FullCircle Private Wealth Management of Raymond James in Chapel Hill, NC offers a concierge financial planning experience for families and individuals, focusing on collaboration, respect, and common values. Their mission is to provide uncommon insight and objectivity, earning a place among clients' trusted advisors through authentic communication and long-term relationships. Specializing in serving business owners, corporate executives, families, retirees, and family offices, FullCircle Private Wealth offers tailored investment strategies, asset management, risk management, and sustainable investing options. With a commitment to helping clients achieve their financial goals, they provide sophisticated strategies designed to meet individual needs and objectives.Generated from the website

Stearns Financial Group is a financial services firm based in Chapel Hill, NC, offering a range of financial planning and investment management services to individuals and businesses. With a focus on personalized solutions and long-term financial goals, Stearns Financial Group strives to help clients navigate the complexities of wealth management and achieve financial security. Generated from their business information