young couple and mature couple sit on deck of yacht looking at ocean

Why "Starboard"?

The name of the street where our family was raised, “Starboard” holds much meaning for us as boating enthusiasts and advisors.

“Starboard” is the name given to the right side of a ship, typically where the captain sits. The starboard side of most naval vessels is designated the “senior” side – the officers’ sea ladder is located on this side, the starboard quarterdeck is reserved for the captain and the flag of the ship’s captain or officer in command is usually hoisted on the starboard yard.  

We welcome the opportunity to be the co-captain of your family’s financial ship!

Our Captain and Crew ...



Position Available

We are growing and looking to add another experienced Financial Advisor to our team! The ideal candidate should have at least 5-years of industry experience working with clients and possess a Series 7 & 66 as well as NC Life & Health and Medicare Supplement/Long-Term Care Insurance licenses. Professional designations are preferred (ex: CIMA, CFA, CFP, AAMS). Please contact Hank for more details.


Our 30-second commercial running on local Time Warner Cable to see how we help clients manage through life changes.


Our 30-second video on how we help clients work through Major Life Transitions.


Our 30-second video on how we help clients prepare for Retirement.


Click to view Raymond James As-Seen-0n-TV video "The Cautious Hat Maker" on our About Raymond James page.