The Friend Wealth Group

With 60 years of combined experience in the financial services business, The Friend Wealth Group partners with clients to create individualized wealth plans that prioritize long-term financial stability. The three-person team is committed to building trusting advisory relationships with individuals, families and businesses so clients can pursue their passions and create intentional, fulfilling lives. Inspired by the importance of legacy, The Friend Wealth Group offers informed insights and objective guidance to help give clients financial peace of mind.

Joseph Friend, CPFA®, CRPC®

Senior Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

919-571-6259
Email |

Alexander Friend

Financial Advisor

919-571-6249
Email |

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Strategist



advisor

Wealth Planning Associate


advisor

Wealth Strategist


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Wealth Management Banker