About Confiance

Confiance Financial was started in 2025 by someone who spent twenty years building the technology behind brokerages and investment firms: proxy voting, account statements, shareholder communications. Two decades of seeing how the industry works from the inside, where the fees hide, and how often the individual investor is an afterthought in a business built around products and scale.

The idea for the firm came from home, not the office. Helping a family member in their twenties set up a first real plan. Helping another in their fifties pull scattered accounts and decisions into one picture. Taking over a parent's retirement and seeing how much clarity one honest conversation can create. Those turned out to be the most useful conversations of all, and Confiance was built to have more of them.

The name is French for confidence. That's the goal. Not a bigger portfolio for its own sake, but the confidence that comes from knowing where you stand and what to do next.

How we work

It's a small, local practice by design. We meet clients in person around Apex and Cary, or by video when that's easier. We don't sell insurance or investment products and we don't earn commissions. The only compensation is the fee you agree to in writing before anything starts, and every fee is published on this site.

We're a fiduciary, which means we're legally required to act in your best interest. We would anyway.

The firm

• Registered investment adviser, State of North CarolinaSince 2025
• Fee-only. No commissions, no product sales
• Independent. Client accounts held at Altruist, an unaffiliated custodian
• Based in New Hill, serving Apex, Cary, Holly Springs, Raleigh, Chapel Hill and Durham

You can verify the firm's registration on the SEC's Investment Adviser Public Disclosure site, CRD 338506, and read the full Form ADV.