Our company was founded to help individuals, couples and families address financial planning topics related to budgeting, debt management, saving for personal goals including education and retirement, investment analysis, tax planning, insurance coverage and estate plans.
Focusing on clients who need help building and managing a financial plan and portfolio, and those who need help assessing an existing financial plan or portfolio, we provide fee-only education, planning and analysis services. As a fee-only, fiduciary advisory firm, we do not accept commissions or payments from any other company - 100% of our compensation is based on client fees. Thus, we provide independent advice and recommendations that are always in the best interest of our clients.
We utilize a range of industry-proven tools and customized processes to enhance our education, financial planning and investment analysis services.
Our Guiding Values
Knowledge
We leverage our broad set of skills, education, and industry experience to provide you with informed financial direction.
Support
We always put your interests first, offer personalized guidance, and focus on the long term to help you reach your financial goals.
Integrity
We adhere to the fiduciary standard, placing the interests of the client first. We believe operating in this manner offers the best value to our clients.
Ready to see how a customized financial plan can help bring you closer to your goals? Schedule a meeting to get started.
OUR TEAM
RAY EUSTACE, AAMS®
Ray is the founder and principal advisor at Eustace Advisors. He grew up in Beacon, NY and was raised by an entrepreneurial single mother who exposed him to a wide range of financial and business management situations. Ray received his BSEE degree from Northeastern University and pursued additional graduate studies at Syracuse University. Following graduation from Northeastern, Ray worked at large, mid-size and start-up technology companies in a range of engineering, marketing and sales management roles before becoming co-owner of ClearComm Technical Sales, a regional manufacturer's representative. During his 17 year tenure at ClearComm, Ray filled many roles as most small business owners do - finance, sales, HR, operations management and benefits coordinator.
Ray has always had a passion for financial planning and investment management, and the opportunity to help others achieve their financial goals led to his pursuit of the Accredited Asset Management Specialist (AAMS®) certification and Series 65 license, and the creation of Eustace Advisors. Eustace Advisors aims to serve clients that many larger investment management firms overlook - clients with limited financial and investment expertise who haven't yet accumulated significant assets and clients who need more personal interaction with their financial advisor.
Ray and his wife moved to Cary, NC in 1994 and raised their two daughters here. He is a member of several professional and community organizations, serves as a TaxAide volunteer and Wake County Election Official, and enjoys spending time with family, outdoor and athletic activities, traveling and reading.