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3110 Edwards Mill Road, Suite 200, Raleigh, NC 27612

(803) 853-1371
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The Independent Financial Planning and Consulting Company for Higher Education Employees and Institutions

For individuals, we help university administrators, faculty, coaches, and staff confidently manage their personal finances, including current and former retirement plans. We simplify complex financial decisions so you can focus on what matters most: your career, your family, and your future.

For institutions, we partner with some of the nation’s largest institutions and consultants that specialize in colleges, universities, and athletic departments to strengthen the financial wellness of their organizations and employees.

If you’re ready to take the next step, start a conversation with us. We’d love to learn more about you and see how we can help. 

Who We Serve

University Administrators, Professors, & Staff

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Collegiate Coaches, Athletic Administrators, & Staff

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Higher Education Institutions

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Donors

Donors

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Free Financial Playbook for College Athletics

Free Financial Playbook for College Athletics

Download The Financial Playbook for College Coaches, Athletic Directors, and Staff before its Amazon release.

Free Financial Playbook for Higher Education

Free Financial Playbook for Higher Education

Download The Financial Playbook for University Administrators, Professors, and Staff before its Amazon release.

Our Three Core Values

Independence

We do not manufacture and are not limited to recommending any particular company’s products. We offer many choices for our clients to consider. We are authorized advisors and have a strong understanding of managing TIAA and Fidelity retirement accounts.

Comprehensiveness

We’re more than just a retirement planning firm. We guide and provide our clients with strategies for:

  • Cash Reserves & Budgeting
  • College Funding
  • Non-Retirement Accounts
  • Debt Management
  • Life, Disability & Long-Term Care
  • Deferred Compensation
  • Tax & Estate Planning

Consistency

No matter how many times our clients relocate, they can always maintain their relationship with their existing Collegiate Financial Advisor. We know their goals, plans, and family situation—and that relationship never changes.

Get your financial journey started today.

At Collegiate Financial Group, we combine independence, comprehensive planning, and consistent relationships to deliver financial clarity and confidence to individuals and institutions alike.

Get Your Personal Financial Score (PFS)

Take our proprietary financial assessment to see where you're strong financially and uncover any unnecessary risks you may be taking.

Discover your PFS

Start a Conversation

Take the first step toward financial clarity. Submit your question below and a Collegiate Financial Advisor will follow up with you.

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