Old Peak Finance
Old Peak Finance provides Real Financial Planning® to each of its 100+ clients. Our advisors Molly Stanifer, CFP®, MS and Dan Routh, CFP® are each married to doctors, a nephrologist and small animal veterinarian, and get to live many of the same recommendations we make for our clients. Founder Rick Waechter, CFP®, has over 30 years of investing and banking experience, and Katie Villegas, CFP®, CSRIC™, leads our specialty in Social Impact Investing.
Your free time is limited. Our goal is to help you simplify your financial life so you can spend time doing the things you love with the confidence that your financial future is secure. Working in pairs, we believe the value is in planning, executing and monitoring. And we structured our fees to reflect that.
We offer comprehensive financial planning, low-fee investment management, divorce planning, sustainable investing and multi-generational planning.
The advisors at Old Peak Finance are committed to the advancement of financial education and spend our free time speaking at medical schools in the Raleigh-Durham area. We also serve on financial services and medical industry boards, including NAPFA, regional estate planning council, and North Carolina Veterinary Medical Association – Industry Council. You can find all the advisors’ media credits here and learn more about Old Peak’s philosophy on financial planning on the Old Peak Finance blog.
Schedule a complimentary call today with our team.
- Services: Financial Planning, Investment Management
- Fee Structure: Tiered AUM-Based flat-fee, AUM fee
- Location: Chapel Hill, NC & Traverse City, MI.
- Old Peak Finance Application, ADV2
- Website, [email protected], 919-459-8181, Connect with us on LinkedIn, Follow us on Twitter at @oldpeakfinance.
Free 1-Hour Initial Consultation
Tiered Annual Financial Planning Fee + Asset Management Fee billed quarterly in arrears.
Established Doctors (Over $1,000,000 of AUM):
- Planning Fee – $7,500
- AUM Fee – 0.25%
Frontier Wealth Program – Medical Professionals in Training (Up to $1,000,000 of AUM)
- Planning Fee – $3,500
- AUM Fee – 0.65%