Old Peak Finance

Old Peak Finance

Old Peak Finance was established in 2010 in Chapel Hill, North Carolina, as a registered investment advisor serving individuals, families, trusts, and estates. The firm was founded to deliver integrated financial planning — spanning investments, insurance, estate, retirement, and tax strategy — without the product-sales conflicts that characterize many bank-affiliated wealth platforms. Its principals built the practice around the conviction that a household's investment policy should reflect its broader values, making impact investing a standard component of portfolio construction rather than a niche carve-out. The firm's location in the Research Triangle gives it proximity to a concentrated base of academic, medical, and technology professionals who often seek alignment between their portfolios and their social or environmental priorities. The firm's investment approach combines conventional asset allocation with values-aligned screening and thematic exposure. It constructs portfolios using low-cost passive vehicles, actively managed funds, and direct indexing where tax management warrants it. For clients with an impact mandate, Old Peak evaluates public-equity strategies that apply ESG integration, thematic environmental and social tilts, and community-development fixed-income instruments. The firm also advises on private impact allocations accessible through donor-advised funds and local community investment notes. Client portfolios commonly include US large-cap core equity, developed international equity, municipal and taxable fixed income, and real asset sleeves. The firm has not disclosed participation in direct private deals or co-investments, and there is no record of it raising dedicated commingled funds. Old Peak Finance maintains a single office in Chapel Hill. The firm has not publicly disclosed its regulatory assets under management, total client count, or current team headcount. It does not operate adjacent philanthropic foundations, real-asset arms, or club-investment vehicles. No executive transitions, acquisitions, or major operational events have been reported in the last 24 months. The firm's website and public filings describe a deliberately small, relationship-based practice serving a concentrated number of client households in North Carolina's Research Triangle. Structurally, Old Peak Finance belongs to the growing category of planning-first RIAs that compete with large broker-dealers on objectivity rather than brand name. Its differentiator is not scale or proprietary deal flow but the articulation of a unified service model in which tax planning, estate design, and impact screening all report to the same household balance sheet. That architecture is common among small fee-only firms but remains a meaningful structural contrast to the large wirehouses and private banks that dominate wealth management in the Southeast. The firm's ongoing challenge — unstated but typical for practices of its size — is succession planning and whether the next generation of advisors will maintain the values-oriented identity that attracted its original client base.