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Durham Office

555 South Mangum Street

Suite 100
Durham, NC 27701

Raleigh Office

3356 Six Forks Road

Raleigh, NC 27609

Where do you want to go? We'll get there, together. 

Lily Wealth Partners' first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. Financial planning and wealth management for families in the Raleigh, Durham, Cary area that includes stocks, bonds, mutual funds, annuities, insurance, long term care and fee based asset management.

Lily Wealth Partners Services

Lily Wealth Partners Services

We create financial planning and wealth management strategies that are tailored to your needs and goals. Including life insurance, long term care, stocks, bonds, mutual funds, ETF's, annuities and more.

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Our History

Our History

Years of experience have prepared Lily Wealth Partners to guide you through life's transitions.

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Shared Values

Shared Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

<p>How Women Can Prepare For Retirement</p>

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?
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<strong>Your goals are our goals.</strong>

Your goals are our goals.

Lily Wealth Partners work together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.  We provide financial planning and wealth management at your dining room table, or through online meetings.

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<strong>Where do you want your financial roadmap to take you?</strong>

Where do you want your financial roadmap to take you?

Lily Wealth Partners will work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.  Traditional IRA's, Roth IRA's, college savings plans, 401k?  It's a confusing world out there.  We will partner with you for your retirement and estate planning needs.

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