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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!

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Online Access to Your Financial Plan

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

Financial Plan Access

Featured Content

What Will You Do With Your Bonus or Windfall?

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.
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Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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Wedding Budget Calculator

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.
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