Principal Partners, LLC is a Raleigh, North Carolina-based independent wealth management firm. Founded on the principle of providing objective and comprehensive financial guidance, the company operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. They offer a range of services including personalized financial planning, investment management, and retirement planning, primarily serving individuals, families, and business owners. As a fee-only firm, their revenue comes directly from clients, not from commissions on selling financial products.

Founded in

Australia