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Prestige Financial Group


A client-first, collaborative, and solution-oriented financial services team.

We have a team of financial advisors with diverse experience and administrative support within Prestige Financial Group, in multiple locations across North Carolina. Our advisors also serve clients across the entire United States, and consistently work to provide the highest standard of client care possible, with thorough and thoughtful financial planning services. 

We work as a team.

Our practice has been around for over 30 years, and currently have more than $1B in assets under advisement. With our team's experience, training, and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.  

We work with our clients in a lot of different ways based on their needs and are often not the first advisor or the only advisor they work with. Our goal is to be a guiding-hand resource, assisting our clients with understanding the tradeoffs of their financial decisions. 

Our Process

Years of experience have prepared us to guide you through your life transitions with proven strategies.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Equitable Advisors

Prestige Financial Group is a cohort of financial advisors operating as a team under a DBA, but our broker dealer that we are in alliance with is Equitable Advisors. Our team is proud to be registered with Equitable Advisors because we align with their business principles and values, especially their dedication to Diversity, Equity & Inclusion (DEI) as well as social impact and community engagement.


Equitable Advisors Business Principles

  • We have a passion for our business
  • We work to the highest standards
  • We are a trusted resource to our clients
  • We treat everyone with respect and dignity
  • We are stronger as a team

Meet Our Team

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

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