Phoenix Wealth Advisors

Phoenix Wealth Advisors Important disclosure information: http://raymondjames.com/smicd.htm
Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC.

Investment advisory services offered through Phoenix Wealth Advisors, Inc. Phoenix Wealth Advisors, Inc. and Phoenix Financial, Inc. are not registered broker/dealers and are independent of Raymond James Financial Services, Inc.

Take a fresh look at holistic legacy planning. One that shifts the focus from inheritance to purpose and generational im...
07/16/2026

Take a fresh look at holistic legacy planning. One that shifts the focus from inheritance to purpose and generational impact by aligning wealth with personal values to create a living, empowering legacy:

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07/14/2026

While 18 years may sound like a long time, the window to save for future education expenses can pass quickly. Starting early can help families take advantage of time, compounding and the tax benefits available through a 529 plan.
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Explore four ways to teach your children valuable skills that set them up for professional – and personal – success:
07/09/2026

Explore four ways to teach your children valuable skills that set them up for professional – and personal – success:

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Your financial priorities can change throughout retirement. Regularly evaluating your plan can help you stay prepared fo...
07/07/2026

Your financial priorities can change throughout retirement. Regularly evaluating your plan can help you stay prepared for new opportunities and unexpected challenges:

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A quarter millennium of big dreams. Happy Fourth of July!
07/04/2026

A quarter millennium of big dreams. Happy Fourth of July!

Running a business on your own comes with unique retirement planning considerations. Discover how an owner-only 401(k) p...
07/02/2026

Running a business on your own comes with unique retirement planning considerations. Discover how an owner-only 401(k) plan can help you make the most of your retirement savings opportunities:

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When it comes to choosing a place to retire, location definitely matters. But there are other factors to consider as wel...
06/30/2026

When it comes to choosing a place to retire, location definitely matters. But there are other factors to consider as well, like whether to rent or buy a home. Here are a few things to think through:

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The "One Big Beautiful Bill Act," passed last year, extended key tax provisions and brought greater clarity to the plann...
06/26/2026

The "One Big Beautiful Bill Act," passed last year, extended key tax provisions and brought greater clarity to the planning landscape. Learn how these changes may create expanded opportunities for estate and wealth transfer strategies:

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Financial education at an early age can help lay the groundwork for lifelong financial confidence. Learn strategies for ...
06/24/2026

Financial education at an early age can help lay the groundwork for lifelong financial confidence. Learn strategies for introducing age-appropriate money lessons that can make a lasting impact:

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Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.
06/22/2026

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.

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Address

100 Europa Drive, Suite 390
Chapel Hill, NC
27517

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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