Preserve your wealth  –  Plan your future  –  Protect your legacy

Tailored Plan Pathways To Your Financial Future
Ongoing Strategic Financial and Investment Advice
Comprehensive 401K Guidance and Monitoring

About Quad Financial Management

We See The Big Picture

In a world where choices abound, spending is easy, and saving is vital, Quad Financial Management is for those who seek to make what matters most to them the driver for the financial decisions they make today, tomorrow, and for the future. We believe it’s important to consider the many aspects of your financial life. That encompasses your decisions about what to spend, what to save, what to invest, and what to give back.

Professional Team
Comprehensive Strategies
We Are Fiduciary
24/7 Client Support
Close up view group of financial advisor analyzing graph together at office desk.
Years of Experience
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Our Services

Our Financial Services

We offer financial advisory and planning tailored to you. At Quad Financial Management we focus on your entire financial life. Saving for retirement, saving for college, supporting your favorite charity anything you do that involves money can impact your overall success. Together we will create a plan that strives to cover it all.

Financial Planning

Developing a partnership that ensures we understand your goals lets us help you prioritize and organize your financial decisions.

Investment Management

We specialize in creating a Personalized Investment Portfolio for you to meet your goals.

Retirement Planning

Creating a retirement plan personalized to you and your goals is the purpose of retirement planning at Quad Financial Management.

Wills, Trusts and Estate Planning

Let’s define your legacy. We’ll create an estate plan in order to fulfill your legacy goals and wishes. 


Life Transition Planning

Your financial plan and portfolio will be updated to meet your post-event financial objectives so that you can have financial stability in the next phase of life.

Tax Strategies

A key component of financial planning is gaining tax efficiency. We work with you using a holistic approach that incorporates your wealth management goals to help you retain as much of your earned income as possible.

Our Clients

We are licensed and have the ability to work with clients in six different states. Our hundreds of clients are based in California, North Carolina, Pennsylvania, Delaware, New Jersey and New York. 

North Carolina
New York
New Jersey

Consult Our Financial Advisor In Raleigh, NC

A financial advisor can be a great asset when it comes to making sound financial decisions. When choosing a financial advisor, it’s important to select someone who aligns with your financial goals and who you feel comfortable communicating with. Before selecting a financial advisor, take some time to evaluate your financial goals. What are your short-term and long-term financial goals? Do you want to retire early? Save for a child’s education? Build up your investment portfolio? Once you have a good understanding of your goals, you can start to narrow down your search for a financial advisor.

Working with a financial advisor can be a great way to improve your financial well-being and reach your financial goals. When it comes to finding a financial advisor, it’s important to work with someone you trust. You should feel comfortable discussing your financial goals and objectives with your advisor.

Get Advisement For Your Financial Future

Many financial advisors also offer financial planning services, which can help clients map out a plan to reach their financial goals. Financial planning services can include creating a budget, choosing investment products, and developing a retirement plan. The goal of financial advisement is to help clients reach their financial goals. In order to do this, financial advisors must have a thorough understanding of the client’s financial situation. This includes understanding the client’s income, debts, assets, and investments.

Financial advisors must also be able to assess the risk tolerance of their clients. Risk tolerance is the amount of risk the client is willing to take on in order to reach their financial goals. Financial advisors must carefully consider the risk tolerance of their clients when making recommendations about investments and other financial decisions. If you need advisement for your investments, consult our financial advisor at Quad Financial Management.

Schedule A Free Retirement Planning Consultation.

Just tell us how to contact you. 

Case Studies

See Our Latest Projects

Financial planning tailored to your needs.

Professional basketball player in action on a basketball field.

Financial Advisor For Professional Athletes

We helped this client develop a budget to handle influxes of capital in a way that will help high earnings last well after their sports career ends.

business people

Financial Advisor For Engineers

Engineers come to us to help examine and explain their financial portfolio. We dive deep with these clients to explore and optimize every aspect of their financial plan, whether that be tax planning, insurance policies, or investments. 

Elderly couple happily retired from successful retirement planning in North Carolina

Financial Advisor For Retirees

We help our retirees make sure they can enjoy the fruits of their labors by creating plans for capital preservation, steady cashflows, and tax efficient wealth transfer.


What Our Clients Say

We can help you plan for your future – starting right now.

Contact us to see how we can help you with your personal and professional financial planning.