Broker Check

Durham Office

1738 Hillandale Road, Ste 102-E,

Durham, NC 27705

Raleigh Office

3356 Six Forks Road

Raleigh, NC 27609

Useful Links

Online Account Access

24 hour online access to your accounts and sign up for e-delivery to turn off the annoying mail!

Client Login

Performance Reports

Advisor invited software that provides you with consolidated performance reports.  Email us today to get access!

Log In

Online Access to Your Financial Plan

To request access, please email us at Danielle@Lilywp.com

Financial Plan Access

Featured Content

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?
Learn More
What to Expect in Your First Year of Retirement

What to Expect in Your First Year of Retirement

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
Learn More
A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequences to their future financial security.
Learn More