Glenwood Financial Partners

Glenwood Financial Partners, located in Raleigh, NC, is a financial advising firm committed to helping clients achieve their financial goals. They offer personalized financial planning tailored to individual circumstances and aspirations. The firm provides a range of investment services, including goals-based wealth management. They also offer professional investment management supported by portfolio performance testing. Glenwood Financial Partners distinguishes itself through CIO-employed portfolios, combining institutional-grade strategies with personalized service. Their team of financial advisors takes a holistic approach, creating comprehensive strategies.