CONNECT

Address:

125 Fox Hollow Road, Suite 104
Pinehurst, NC 28374

Phone:

(910) 246-5352

Fax/Other:

(910) 246-9983

OUR MISSION

The founding members of Eastman Palmer Davis & Vaughan Wealth Management Group have been providing financial guidance to investors since 1992.  Rather than taking a cookie-cutter approach, we are devoted to carefully listening first and then addressing your unique needs.  We have long maintained our commitment to objectivity, clarity,  transparency, and flexibility in building relationships with our clients, based on the fact that it is their money we have been granted the privilege to manage, not ours.  We learned many years ago that the Golden Rule certainly applies to wealth management and investment services.

“Placing your needs first.”  Most firms say they do it – but here, we live it.  At Stifel, your best interests and goals drive our recommendations, not the other way around.  Why?  Because we firmly believe that our success is predicated on your success, and every aspect of our practice is built to earn – and keep – your trust.  We are steadfastly committed to maintaining integrity and professionalism in our relationship with you – a relationship that we never take for granted.

We believe that building and preserving wealth is best accomplished through a comprehensive process.  Backed by the vast resources of Stifel, we provide in-depth consultative financial planning and investment management services.  As one of the industry's leading and most respected wealth management firms, we combine nationally recognized research, sophisticated technology, and customized investment strategies to help our clients pursue their short- and long-term objectives.  Our goal is that you will trust that you are being listened to and that your financial situation is in good hands.  This way you can focus your time and energy on what matters most in your life.

We will help you define and prioritize your financial goals and dreams and then implement tailored investment strategies accordingly so that you are best positioned to pursue your desired results.  A key element of our philosophy is ensuring that we fully understand your tolerance for risk and adhere to those defined risk parameters.  

We focus primarily on serving individuals and their families.  Additionally, we provide services to businesses, fiduciaries, and non-profit organizations.  Our approach is based on a fundamental premise of understanding our clients and what is important to them.  Our success is the result of effective and ongoing collaboration with our clients.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck