Phil Romano, CIMA® , CFP®, AIF® 8816 Six Forks Road, Raleigh, NC 27615

"One of the hardest things about investing is trusting someone to take care of your hard-earned money. Over many years of working with him, Phil has gained and kept my trust. He has immense knowledge and patience as well as a desire to continually improve. I look forward to many more years of Phil taking care of my investments."

"Phil has been helping to grow my portfolio for over a decade now and I've been extremely satisfied with his work ethic, knowledge, and attention to detail. He's had my best interests in mind throughout every decision, and he's always been patient and thorough for every annual review. I can't recommend him enough if you want a financial planner who puts customer service above all."

"Phil is very professional and articulate. These skills combined with the tremendous financial knowledge he possesses makes it very easy to understand the variety of financial options offered. Furthermore, the combination of different options/investments he and his talented team offers helps future clients to establish a well-balanced portfolio that not only manages risks but is also ready to benefit from positive market trends."

"I have been working with Phil for the past 4 years. A great Financial Advisor with substantial knowledge in building financial plans. He not only helped to reposition and grow my investments when the markets were down, but he took the time to educate me on how the market works. For someone who has a background in the medical field and not a lot of knowledge of Finance, working with a patient fiduciary like Phil, has been a blessing."

"I am a retiree whose principal next eggs are invested in IRAs. In my working life I have a PhD in Economics from a highly-ranked university. That being said, I do not have the level of knowledge to manage my money to the degree of confidence and comfort I desire. I have done business with Phil for about six years, after moving over from a different financial planner, from whom I didn't feel I was getting value for the cost. Phil has done an outstanding job of assessing my investment needs and risks, guiding the allocation of my capital towards investment vehicles that are congruent with my desires, keeping me apprised of the status of performance, and being highly responsive to my questions and desires about making changes. Phil's fees are very reasonable for the types of services he provides. I give Phil the highest recommendation to anyone looking for a financial planner who will work directly with them and minimize portfolio risk for the level of performance they are looking for."