Friend Wealth Group is a multigenerational wealth management team based in Raleigh, helping North Carolina families navigate every stage of their financial lives.

Joe Friend, CPFA™, CRPC®, brings decades of experience helping families build, protect, and preserve what they have worked hard to earn. Alexander Friend, CFP®, works closely with executives and entrepreneurs navigating complex financial moments, from equity compensation and pre-IPO planning to business exits and life after a sale. Together, they offer guidance across the full arc of a family's financial journey, including the important transition of wealth from one generation to the next.

Their approach is refreshingly straightforward: take a complicated financial picture and turn it into a clear, actionable plan that clients can actually follow. Just as important is what happens after that plan is in place. Questions are answered within a business day, communication stays personal, and clients know they have a team they can reach when they need them.

For Friend Wealth Group, wealth management is personal. Their clients are not simply numbers on a balance sheet. They are families, business owners, executives, and neighbors whose goals, legacies, and futures deserve thoughtful attention.

Alexander Friend, CFP®
[email protected]
Office: (919) 571-6249

Joseph Friend, CPFA™, CRPC®
[email protected]
Office: (919) 571-6259