Dreher Financial Partners, nestled in the charming Southern Pines, NC, distinguishes itself by operating on a Fee-Only™ basis. This means that they refrain from earning commissions on any investments bought and sold for clients' accounts, ensuring unbiased advice that always prioritizes the client's best interest. Boasting over 75 years of combined expertise in investment and financial planning, the portfolio managers hold prestigious post-college degrees, including an MBA and the esteemed CERTIFIED FINANCIAL PLANNER™ designation.
Unlike their corporate counterparts where a revolving door of new faces can be a common sight, Dreher Financial Partners takes pride in providing personalized service. When clients reach out, they are assured of speaking directly with the partner overseeing their investment journey—be it the Founder Sam Dreher, the Managing Partner Tom Velevis, or the dedicated Investment Associate Michael White. This commitment to hands-on client interaction sets them apart, fostering trust and transparency in every financial decision made.
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