Providing personal financial planning and
independent, sensible investment management
Newcomb Financial Advisors, LLC
919-593-5545
Confidence, Clarity, Peace of Mind
Newcomb Financial Advisors, LLC provides clients with an independent, ethical alternative to insurance agents and investment advisors who earn commissions for sales.
As a fee-only financial planner, William H. Newcomb, CFP®, MBA, JD will help you work through the complexity of managing your financial affairs.
Personal Financial Planning
My goal is to provide you the highest quality, most objective advice available. Recommendations are presented as part of a comprehensive financial plan covering all aspects of your financial needs. I will strive to provide you with confidence, clarity and peace of mind.
Investment Management
Newcomb Financial Advisors, LLC is a Registered Investment Advisor which operates under a stringent fiduciary responsibility to clients. Investments are managed through custodial accounts using asset allocations appropriate to your personal risk tolerance and investment time horizon. Independent, sensible advice is my guiding principle.
Contact me for a no cost, no obligation “get acquainted” meeting to begin your financial planning process (919-593-5545).
