Welcome Aboard!

Starboard Wealth Advisors is an independent firm in central North Carolina. Our professionals serve clients in the Piedmont Triad area, across North Carolina, plus 10 other states across the U.S. Our website is designed to help you get to know us better and to help you assess if we are a good fit for your family's financial needs. As you can see under About Starboard, we have partnered with Raymond James to offer a comprehensive set of investment products and services to our clients.

We focus on helping clients plan for the future they’ve envisioned, providing comprehensive financial planning, customized investment strategies, and fee-based portfolio management. You will find Our Process and casual elegance approach straightforward and built upon a foundation of Honesty and Integrity. As your financial ship’s co-captain, we will work hard to help you along your voyage to reach the future you’ve envisioned.

If you’re looking for an experienced, results-oriented guide to help navigate your financial life, we’d welcome the opportunity to stand by your side. We strongly believe in "families helping families" and would welcome the opportunity to let our family help your family. Feel free to take us for a "test drive " through this web site, or see Getting Started on the right.