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Keystone Financial Partners is an independent wealth management firm that specializes in helping successful individuals plan for and secure a comfortable retirement lifestyle. We help our clients achieve the confidence they desire that comes from making smart financial decisions.

Working with a team of expert tax and legal professionals, we serve as your financial coach and wealth manager to make sure that your total wealth management plan is well designed and complete. We do this through a detailed consultative financial planning process that allows us to learn about your deepest concerns, interests and goals for the future. We then offer customized solutions designed to fit your individual needs.

Our clients are successful professionals and retirees, many of whom are experiencing major life changes, including retirement, loss of a spouse or divorce. Many of our clients do not have sufficient time or interest to address their finances and they recognize the need for professional advice.

We seek to work with a select group of clients with whom we feel we can add extraordinary value and service.

We invite you to experience the difference of consultative financial planning with an advisor who has more than thirty years of experience and knowledge. We appreciate your interest in Keystone Financial Partners and sincerely look forward to serving you. 

Jim recently received the Women’s Choice Award® for Financial Advisors*, the premier recognition award for advisors who provide quality service to their female clients. Learn more here.
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 *The Women’s Choice Award® by WomenCertified Inc. is a recognition award for advisors who provide quality service to their female clients.  The Women’s Choice Award is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors.  Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they may have paid a basic program fee to cover the cost of comprehensive review and client survey.  For more information please visit www.womenschoiceaward.com.

Keystone Financial Partners | 1255 Crescent Green, Suite 440 | Cary, NC 27518 | Ph: 919-463-0018

This communication strictly intended for individuals residing in the states of AZ,CA,DC,FL,IL,KY,MA,MD,ME,NC,OH,PA,SC,VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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