Old North State Trust

True Wealth is all the things money cant buy and death cant take away. Our financial advisors want to learn what True Wealth means to you. Our financial advisors are focused on making the complex simple for families in Mooresville, Charlotte, Concord, Lexington and the rest of North Carolina.

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 Greensboro – open by appointment only – is here for you, serving the greater Greensboro Winston-Salem area or the Piedmont Triad, including High Point and Burlington. 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.

We are a local company that caters to individuals that are either nearing retirement or already in retirement. Our speciality is assiting people in selecting the right Medicare coverage, whether it is a Medicare Advantage Plan or Medicare supplement...