Our firm was founded by Paul D. Reynolds, III. in 2000 in response to the large scale consolidation taking place within the financial services industry that virtually eliminated regional and local investment firms.
An industry professional since 1980, Paul has always believed that families are better able to reach their short-term and long-term goals by developing a relationship with a local team of specialists who can help them coordinate their financial affairs.
As an independent firm, we value our freedom to seek the best solutions for our clients and foster a culture of integrity and genuine care and concern. We serve in a fiduciary capacity for our clients and have structured our firm so that we will always evaluate financial decisions free of any conflict of interest. Our advisory fees are based on the assets under our management and we never receive incentives for making a recommendation to you. Client accounts are held by Schwab Advisor Services, a division of Charles Schwab and Co. Inc.
When clients join our firm, they become a part of the Triangle family. Expect a personal relationship based upon mutual trust and respect well beyond the industry norm -- one that will stand the test of time.