Midtown Advisors

Midtown Advisors Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Midtown Advisors, Financial service, 4700 Falls of Neuse Road, Suite 390, Raleigh, NC.

Our mission is to build lifelong relationships with our clients and partners that are rooted in trust and deliver a level of service that is valued across generations.

Yes, Memorial Day marks the unofficial start of summer. But let's not forget what this day is really about.Today, we rem...
05/25/2026

Yes, Memorial Day marks the unofficial start of summer. But let's not forget what this day is really about.

Today, we remember those who gave everything. The men and women who served and never came home.

Some of us knew them. Some of us are here because of them.

However you spend today, take a moment to pause. Enjoy the long weekend, but hold space for what it actually means.

To the families carrying that loss: we honor them with you.

Cap and gown season is here. 🎓A BIG CONGRATULATIONS to every graduate walking across a stage this month! 🥳 🥳The late nig...
05/21/2026

Cap and gown season is here. 🎓

A BIG CONGRATULATIONS to every graduate walking across a stage this month! 🥳 🥳

The late nights, the stress, the uncertainty about what comes next have all led to this moment.

To the parents and grandparents in the audience pretending they're not emotional: we get it. ❤️

For the new grads, a few things to consider as you start this next chapter:

➡️ Start investing as early as possible, even if it's small. Time is the one advantage you won't get back.

➡️ If your employer offers a retirement plan with a company match, take it. It's free money.

➡️ Build an emergency fund before you worry about investing. Three months of expenses is a good first goal.

➡️ Understand your student loans: what you owe, the interest rates, and when payments start.

➡️ Your first budget doesn't have to be perfect. It just has to exist.

The financial habits you build now will help form the foundation for your future.

Congrats, Class of 2026. 👏

Who else has a pet that runs the household? 🙋May is National Pet Month, and whether it's a dog 🐕, a cat 🐈, or something ...
05/18/2026

Who else has a pet that runs the household? 🙋

May is National Pet Month, and whether it's a dog 🐕, a cat 🐈, or something with scales or feathers, pets have a way of taking over.

They love us unconditionally. They give us so much joy. They are a big part of the fabric of our families.

They also can cost more than we expected, require more preparation than we anticipated, and somehow we'd do it all over again in a heartbeat.

If you have one, or three, or had one in the past, then you know. ❤️

Share a pic of your fur baby(ies)! 🐶

💐 Happy Mother's Day weekend to all the moms, stepmoms, grandmothers, and mother figures who have and continue to shape ...
05/09/2026

💐 Happy Mother's Day weekend to all the moms, stepmoms, grandmothers, and mother figures who have and continue to shape us all!

Moms teach us more about money than they probably realize. The way they focus us on what matters and demonstrate the beauty of giving without expectation.

So much of how we think about generosity, responsibility, and what's worth protecting traces back to what we learn from the women in our lives.

Happy Mother's Day!

Americans over 70 hold more than 30 percent of the country's wealth, even though they represent just 11 percent of the p...
05/06/2026

Americans over 70 hold more than 30 percent of the country's wealth, even though they represent just 11 percent of the population.

May is Older Americans Month, and whether you're in this chapter, approaching it, or helping a parent navigate it, here are some of the considerations that come into play:

1️⃣ Required minimum distributions that force withdrawals whether you need the income or not

2️⃣ Sequencing decisions about which accounts to tap first

3️⃣ Medicare timing and long-term care options, including whether a continuing care retirement community makes sense

4️⃣ Protecting against elder scams and financial exploitation

5️⃣ Power of attorney conversations and making sure the documents are accessible

6️⃣ Considering the possibility of cognitive decline before it happens

None of these has one right answer. They depend on your health and what your family goals look like.

The earlier these conversations start, the more options there may be on the table. 🙌

Behind every small business is someone who believes in themselves. 💼Business owners carry a weight most people don't see...
05/04/2026

Behind every small business is someone who believes in themselves. 💼

Business owners carry a weight most people don't see.

You're the CEO, the HR department, and sometimes the night janitor, all in the same day.

The financial picture is more complicated, too.

Choosing a retirement account, balancing what you pay yourself with reinvesting in the business, and making sure the company serves your life, not the other way around.

Think about your local coffee shop, the local family-owned restaurant, and the flower shop—those places exist because someone took a risk and kept showing up.

This week, skip the chain and stop by a small business instead. 🙌

According to the American Psychological Association…Money stress is one of the leading causes of anxiety—ahead of work, ...
05/02/2026

According to the American Psychological Association…

Money stress is one of the leading causes of anxiety—ahead of work, relationships, and health concerns.

May is Mental Health Awareness Month, and it's worth acknowledging what we see in this work every day: financial decisions carry emotional weight.

Will I have enough? Am I doing this right? What if something changes?

Looking ahead can help make the weight lighter, not heavier. If your financial life feels like a source of stress instead of clarity, that's worth paying attention to.

May is Military Appreciation Month.To everyone who served and the families who held things together back home: thank you...
05/01/2026

May is Military Appreciation Month.

To everyone who served and the families who held things together back home: thank you.

Military families deal with financial complexities that most people never encounter.

Deployments, relocations every few years, pension decisions, survivor benefits, and VA loans.

The financial picture looks different because military life looks different.

We're grateful to work with military families and veterans. And we’re grateful to all who served.

Is “Waiting Until 70” a smart Social Security move? ⏳An October 2025 piece in “The Wall Street Journal” titled “Why Dela...
01/21/2026

Is “Waiting Until 70” a smart Social Security move? ⏳

An October 2025 piece in “The Wall Street Journal” titled “Why Delaying Your Social Security Benefits May Not Make Sense” pointed out that delaying may not be the best fit for every household. Four angles to consider:

1️⃣ Behavior & Cash-Flow: Many retirees spend income but hesitate to draw principal. Delaying can unintentionally pinch lifestyle early on.
2️⃣ Market/Sequence Risk: “Bridging” with larger portfolio withdrawals while you wait can raise exposure to early-retirement downturns.
3️⃣ Timing & Medicare: Timing can affect how you sequence retirement plan withdrawals and handle Medicare payments.
4️⃣ Longevity & Survivor Needs: Health outlook, age gap, and survivor benefit priorities can tilt the math toward earlier—or later—claiming.

Takeaway: There’s no one-size-fits-all rule. A tailored strategy that models cash-flows, risk, and household goals beats a one-size-fits-all solution.

Dr. King didn't call for reflection; he called for action. Today, we honor his legacy by focusing on the active pursuit ...
01/19/2026

Dr. King didn't call for reflection; he called for action. Today, we honor his legacy by focusing on the active pursuit of justice and opportunity. 🕊️

Dignity, access, and opportunity are not abstract ideals; they’re daily work.

In our profession, this means providing insights, ensuring fair access to guidance, and helping families build financial strategies that can span generations.

We’re reflecting, listening, and recommitting to service in the communities we call home.

Address

4700 Falls Of Neuse Road, Suite 390
Raleigh, NC
27609

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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