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United Capital Financial Advisors in Chapel Hill

Are you living the life you want? Consult a local advisor about a proven, engaging approach to wealth management. We help you Live Richly℠.

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United Capital Financial Advisors Chapel Hill, NC

About Chapel Hill Office

For over thirty years, the United Capital office in Chapel Hill, formerly PRI Investments, has focused on providing financial guidance and serving the investment management needs of individuals, families, businesses, charitable foundations, endowments and institutions.

Our financial guidance process utilizes United Capital’s unique, engaging and thorough approach to financial life management. We understand the emotional component of money and work to truly understand how you feel when it comes to your finances. Through this journey, you’ll gain a better understanding of your own biases toward financial decision-making, learn what matters most to you, and receive guidance from our team to help you make the necessary trade-offs for the best possible financial outcome. Our team’s commitment to excellence has been recognized by Chapel Hill Magazine and Barron’s Magazine with our inclusion in Barron’s Top Independent Advisors Summit.

Our investment programs seek to achieve high absolute, relative and risk-adjusted rates of return. The investment methodologies and techniques we utilize are the result of rigorous, mathematical research employed by our team for over three decades. Our unique ability to guide clients through the worst of market conditions while seeking to consistently deliver growth in any environment is at the core of our time-tested investment principles.

We have extensive experience with managing retirement plan investments at TIAA-CREF and Fidelity for employees of tax exempt institutions and are able to help plan participants navigate through the intricacies of their complex retirement plans. Additional services offered by our team include the design and management of defined contribution and defined benefit plans, options based strategies for concentrated equity positions and the management of college endowments.

Meet Our Chapel Hill Financial Advisor Team

Our United Capital Team Location

308 West Rosemary, Suite 301
Chapel Hill, NC 27516

Telephone: 919-968-2977
Facsimile: 919-929-5760

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Wealth Management and Financial Advisor Services To Help You Live Richly

At United Capital, a Goldman Sachs Company, our financial advisors believe it’s not just about money—it’s about your entire life. Money is just fuel for living the life you want, and living richly means something different for each person.

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Discover Your MoneyMind.

Money means something different to each of us. Whether you see it as a way to enjoy life, protect yourself from pain, or take care of the ones you love, the way you feel about money affects the financial decisions you make every day.

When you understand what your money means to you, you can make clear, smart choices about your financial life. Discover your MoneyMind®now.

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Want to speak with us now? Give us a call at 833-346-5433

*Award not indicative of investment performance.