Peace of Mind Wealth Management

Peace of Mind Wealth Management

Founded in 2000 by Radon Stancil, Peace of Mind Wealth Management operates as a registered investment advisor from Raleigh, North Carolina. The firm focuses on a specific demographic — pre-retirees and retirees — and built its service model around that concentration. Its "one team, one plan, one fee" framework bundles investment management, tax planning, estate coordination, and pre- and post-Medicare guidance under a single advisory relationship. The approach targets professionals who have accumulated assets but want a consolidated plan rather than managing separate relationships with a CPA, an estate attorney, and a broker. The firm's investment philosophy rests on a three-bucket retirement portfolio strategy. The cash bucket covers near-term stability needs, the income and safety bucket generates predictable cash flow, and the growth bucket pursues long-term appreciation through a mix of core, tactical, and alternative allocations. Peace of Mind details that its growth bucket incorporates a core portfolio strategy alongside tactical investing strategies and alternative investments such as private investments to reduce correlation and manage drawdown risk. The firm's public commentary references current economic conditions — tariff discussions, Federal Reserve rate policy, and persistent inflation — and emphasizes scenario planning over market timing. Geography skews local: the firm markets primarily to residents of Raleigh and the Durham/Chapel Hill area. Team size and assets under management are not publicly disclosed. The firm's website identifies Radon Stancil and Murs Tariq as the lead financial advisors and features client testimonials spanning over thirteen years of tenure for some relationships. Peace of Mind does not list additional office locations beyond its Raleigh headquarters. The practice centers on individual and high-net-worth individual clients, with no indication of institutional separate accounts or fund vehicles. There is also no mention of adjacent philanthropic foundations, operating businesses, or peer-network memberships. No verifiable dated operational event from the last 24 months beyond ongoing quarterly market commentary is publicly available. The firm's structural difference lies in its service architecture rather than its investment edge. Most advisory practices either outsource tax and estate work or expect the client to coordinate it. Peace of Mind integrates those functions in-house for one disclosed fee. The model is retirement-income-centric: investment allocations derive from a spending-needs framework, not a total-return benchmark. That inversion — making the portfolio serve the paycheck rather than the other way around — defines the firm's posture in a market crowded with generalist wealth managers.