Experience a Personal Approach to Retirement Planning & Investing

Enjoy the confidence that comes from planning your retirement with a trusted, fee-only Certified Financial Planner based right here in North Carolina.

SCHEDULE A 15-MINUTE DISCOVERY CALL

How it works

We’ll review where you are financially and learn what concerns you have about your path towards a secure retirement.

Our founder Mike Palmer will answer any questions you have about what we do and how we do it including how we are compensated.

If there’s mutual interest in exploring how we might work together, we’ll schedule a more comprehensive meeting in-person or via Zoom. This meeting usually lasts an hour, and we’ll review your current financial picture in more detail and offer insights into how we might improve your situation.  

If we aren’t a good fit for whatever reason, we’ll try and recommend a solution that might meet your needs. 

Three promises we make

• We never engage in high-pressure sales tactics.
• We’re never compensated by commissions. We always and only work for you as a fee-only fiduciary. 
• You’ll always get our best advice, free of conflicts of interest. 

We are a fee-only Registered Investment Advisory firm located in Raleigh, NC providing comprehensive financial planning, retirement planning, tax planning and investment management services. Our clients include physicians, business executives, college athletic coaches and those at or near retirement.

Ark Royal Wealth Management always serves you in a fiduciary capacity. We are never compensated by commissions which ensures you get independent and objective advice.  

We have offices in Raleigh and Charlotte

With a local perspective, we help you manage and protect your hard-earned wealth.  

Are you ready to embrace the golden years of your life with confidence and peace of mind? We think any retirement journey begins with a single step—scheduling a meeting with a certified professional to understand your opportunities and risks.

As your trusted financial advisor, we  understand that planning for retirement isn't just about numbers. It's about dreams, aspirations, the joy you want to experience when your work is done and the legacy you wish to leave behind.

Let's ensure your journey ahead is well-planned and as free from surprises as possible. Our personalized retirement planning services are designed to align with your unique goals and values. Whether it's traveling the world, spoiling your grandkids, or pursuing lifelong passions, we're here to turn your dreams into a reality.

Don't let uncertainty cast a shadow over your retirement. Schedule a meeting with us today, and let's craft a roadmap to your brighter tomorrow. Your future self will thank you for taking this pivotal step today.

Get Your Free Retirement Assessment

Ark Royal Wealth Management always serves you in a fiduciary capacity. We are never compensated by commissions, which guarantees that you get independent and objective advice.  We take  pride in our membership with both the Certified Financial Planner (CFP) and the National Association of Personal Financial Advisors (NAPFA), as these affiliations represent our unwavering commitment to professionalism, ethics, and excellence in financial planning.