Welcome to H & M Financial Group, LLC


H & M Financial Group, LLC, is an independent locally-owned financial consulting firm located in Raleigh, NC. Our main objective is to help individuals and small businesses with their investment and wealth planning goals. Services from our consultants include hourly fee planning, managed accounts, brokerage accounts, long term care, and insurance. So whether you are just beginning to consider your financial future, planning your retirement, or 401k options, the financial professionals at H & M Financial Group, LLC are here to assist you with your needs. With over 30 years of combined industry exposure, we can offer you not only the knowledge and experience you deserve, but a commitment to our clients like none other. We value our clients trust and desire to help you plan in such a way that recognizes your priorities and concerns. While providing you with objective financial guidance, we will listen to you and work with you to design an investment strategy that is customized to your individual goals and needs. 

Through our relationship with LPL Financial we offer: 

  • Full Service Advisory Accounts 
  • 401k Options, IRAs, Small Business Retirement Plans 
  • Brokerage Accounts 
  • Trust Services* 
  • Long-Term Care Insurance 
  • Life Insurance 
  • Annuities 

We encourage you to explore our site and look forward to the opportunity to help you plan your financial future. We are proudly assisting clients throughout the Raleigh, Durham, Wake Forest, Cary, Rolesville, Wendell and other surrounding triangle areas. Should you have any questions or concerns, or if you would like more information about H & M Financial Group, LLC, please email or call us at (919) 870-1818

*Trust services offered through the Private Trust Company N.A, an affiliate of LPL Financial.