About Us

<sup>What We Do</sup>We are dedicated to helping you navigate the complex world of finance.

What We DoWe are dedicated to helping you navigate the complex world of finance.

Established in 1999, our firm began its journey as a franchise of a major broker dealer. In 2020, we took a leap of faith, breaking away to become truly independent, freeing ourselves to serve our clients with fewer conflicts of interest.

Our philosophy is deeply rooted in the teachings of Colossians 3:23, which inspires us to pour our hearts into our work as if we were serving the Lord and not just man. This verse guides us in our commitment to serve with excellence in all that we do.

Whether it's providing financial planning or asset management services, our aim is to deliver nothing short of excellence. We believe that our clients deserve the best, and we strive to provide advice and portfolio management services that not only meet, but exceed their expectations.

Our journey, from our humble beginnings to our independent firm today, has been driven by this unwavering commitment to excellence and service. We are here to guide you through your financial journey, dedicated to helping you maximize your retirement opportunities and achieve your financial goals.

Meet the Team
Who You’ll Be Working With

Theodore Hicks II


Founder, CEO, & Chief Investment Officer

(919) 851-5512


With over two decades of experience in the financial industry, I've had the opportunity to specialize in a variety of areas. At the outset of my career, I wanted to be a financial planner. I wanted to help clients navigate the complex world of finances. However, after going through the Dot Com crisis and then the Global Financial Crisis, I came to realize that financial planning and asset management are two very distinctly different skillsets.

Ultimately, this lead me to transform my practice into a firm that specializes in asset management. Yes, we do financial planning for our clients. But we believe a properly designed financial plan, but a poorly managed portfolio is going to lead to a lot of problems.

Outside of my professional life, I'm a family man, happily married with three children, two of whom still live at home, while our eldest has recently graduated and is living independently. In my free time, I enjoy flying as a private pilot and I have a passion for reading, devouring 40 to 50 books a year. Additionally, I am proud to serve on the board for The John Locke Foundation, contributing to the community beyond my financial services.

Paul Richards

Private Wealth Advisor

(919) 851-5512


With over a decade of experience in the financial industry, my expertise spans investment management and Christian financial strategies. My journey began with a pivotal moment at my grandmother's funeral. As I listened to my grandfather share his financial regrets, I was on the brink of starting a role with a major financial services firm. This experience brought a profound realization: the charts and graphs we often rely on represent the real stories of individuals like my grandfather. This understanding has since been the driving force behind my personalized approach to financial advisory services.

Outside of my professional life, I am an avid learner, currently teaching myself to play the piano. My personal time is often spent reading the Bible, praying, and creating memories with my fiancee and her grandson. I am committed to serving the Lord and my community, a value that permeates every aspect of my life.

Braxton Furstein


Investment Analyst

(919) 851-5512


I assist advisors in financial plan development and client service, ensuring our clients receive the highest level of care and guidance. Additionally, I work closely with the Chief Investment Officer in strategy development, security selection, and implementation. This dual focus allows me to contribute significantly to both the strategic planning and execution phases, providing a comprehensive perspective on our clients' financial journeys.

On a personal note, I reside in Raleigh, North Carolina, a city I love for its vibrant community and diverse culinary scene. Outside of work, I am an avid fitness enthusiast with a passion for boxing and weightlifting. I also enjoy delving into a good book during my downtime. These hobbies provide a counterbalance to my professional life, allowing me to stay active and continually learn.

Karen Hydar

Practice Manager

(919) 851-5512


I’m here to support our clients and team members with account services & inquiries, general administration & business processing, money movement, and client scheduling. These diverse areas of focus allow me to provide comprehensive support and ensure smooth business operations. I enjoy the ability to facilitate client interactions, manage administrative tasks, oversee financial transactions, and coordinate schedules, all while maintaining a keen eye for detail.

Outside of my professional responsibilities, I cherish my personal life with my husband, Jeff, and our three daughters, Courtney, Alexis, and Sarah. I also have a wonderful son-in-law, Gage, who is married to Courtney. In my free time, I enjoy reading, biking, and spending quality time with friends and family. My faith is central to my life, and I am an active member of Apex Baptist Church, where I also volunteer. This involvement with my community enriches my life and helps me stay grounded in my values.

Are you ready to get started?

Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

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