Peace Of Mind Wealth Management

Peace Of Mind Wealth Management is a wealth management firm in Garner, NC, located at 4101 Lake Boone Trail #111. It holds a rating of 5.00 based on customer reviews. The firm serves residents of Raleigh, Durham, and Chapel Hill, North Carolina. Peace Of Mind Wealth Management provides a fully integrated approach to financial planning. Their advisors address investments, income, taxes, estate planning, and health care. This eliminates the need for multiple financial professionals. The firm operates on a one team, one plan, one transparent fee model. This fee covers all services, including tax and estate planning.

The Peace of Mind Pathway is a trademarked step-by-step process. It consists of three phases. The Peace of Mind Roadmap creates a custom financial plan. The Peace of Mind Implementation integrates strategies into one plan. The Peace of Mind Nurture calibrates the plan as life changes. Services include retirement-focused financial planning and investment management with risk mitigation. The firm provides comprehensive Social Security, pre-Medicare, and post-Medicare planning.

The team includes Radon Stancil, CFP, the founder. Murs Tariq, CFP, is a partner. Morgan Dunn is a partner. Ben Burgess, CFP, is a wealth advisor. Taylor Wolverton, CFP, EAD, is the Director of Financial Planning and Tax Strategy. Nic Tolerton is a senior wealth advisor. Nick Hymanson, CFP, is a senior wealth advisor. Aralys Mari Castillo is an associate advisor. Shawn Southard is a health insurance professional specializing in Medicare products. The staff also includes executive assistant Amanda Enos, marketing coordinators Andrea Perez, Lara Bushby, and Shelby Rotari, client service administrator Anita Mitchell, advisory services coordinator Anjanette “AJ” Mitchell, team support Bella Stancil, summer intern Haley McAlarney, relationship development coordinator Karolyne Sturtevant, and business development coordinator Taylor Wolverton.

BizScoreAI gives Peace Of Mind Wealth Management a Content Quality score of 100 out of 100, which means the website clearly answers customer questions and describes its pages so AI assistants can quote it directly. The firm also earns a Technical score of 88 out of 100, showing that the site is secure and structured well for search engines to read without errors.