Whitestone Financial

AdvisorEngine is a comprehensive wealth management platform based in Raleigh, NC, offering a modular suite of technology and services to help financial advisory firms grow, deliver, and scale. Their purpose-built CRM, performance reporting, fee billing, rebalancing, digital onboarding, client portal, and business intelligence tools provide operational excellence and enhance the client experience. With a focus on details and operational efficiency, AdvisorEngine empowers financial advisory firms to streamline their daily tasks, build personalized portfolios, and run their companies more effectively. Their team of experienced professionals is dedicated to supporting and partnering with firms to deliver exceptional service and results.Generated from the website

Lewis Financial Management LLC, based in Raleigh, NC, has been dedicated to providing comprehensive financial planning services for nearly 40 years. Unlike typical money managers, they emphasize total financial advice, tailoring solutions to fit each client's unique financial situation and goals. Led by certified financial planner Doug Lewis and his wife Linda, the firm focuses on continuous, customized support in areas including investment management, tax planning, retirement, cash flow, and estate planning. Their commitment to client care is reflected in their monthly reporting system, ensuring clients receive regular updates and ongoing advice throughout their financial journey. Generated from the website

Smith Breeden is a financial services firm based in Raleigh, NC, specializing in investment management and advisory services. With a focus on delivering tailored solutions to clients, the company offers expertise in portfolio management and risk analysis. Generated from their business information