We began as Whetro Financial with the goal to genuinely listen to our clients and understand their needs in order to help them achieve their hopes and dreams.  By evaluating their current financial needs and their goals for retirement, we are able to customize our services to meet their personal goals.

    As an independent financial planning firm, we do not limit ourselves to working with one financial institution. This allows us to use a larger variety of financial solutions for our clients. Our objective is to provide professional and tailored solutions rather than the “one size fits all” approach used by other professionals.

    The ability to expand our services was also the genesis of Whetro Financial merging with Buckingham Financial Group. By working one on one, we help clients and their families get beyond some of the difficult times and achieve some of the best times of their lives.

    We have the expertise to help you manage change in your life and in the financial markets.


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    Securities offered through Capital Investment Group, Inc. Member FINRA & SIPC. 100 E. Six Forks Rd., Ste. 200, Raleigh, NC 27609 Phone (919) 831-2370
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