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ACCOLADES

Todd Purich was a Top Financial Security Professional and Best in State (NC) in both 2025 and 2024. He also earned Best in State (NC) distinctions in 2025, 2023 and 2022, and was named a Top Financial Security Professional in 2021.

Erick Barone was Best in State (NC) for four consecutive years: 2025, 2024, 2023, and 2022.

Adam Persky was Top Best in State (NC) in both 2025 and 2024.

0%

45.7%

61%

0% of people we have interviewed personally want to pay more than their fair share of taxes

45.7% of people with a net worth over $5 million don’t have a will^*

61% of affluent people do not have a written financial plan^{^}

^*Source: Russ Alan Prince, 2003 Study on Affluent Families.
^{^}Source: Greg Webster, Eagle Strategies, Summit Meeting 04/20/2021.

Read more about the Forbes SHOOK®Research Top Financial Security Professionals list and the ranking methodology here: https://www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/

RALEIGH LOCATION

4140 Parklake Avenue
Suite 450
Raleigh, NC 27612

Call: 919-841-0640

CARY LOCATION

400 Pinner Weald Way
Suite 102
Cary, NC 27513

Call: 919-234-1720

NEW BERN LOCATION

1315 S. Glenburnie Road
Suite D18
New Bern, NC 28562

Call: 252-514-2568

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