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Monday 8:30am - 5:30pm Tuesday 8:30am - 5:30pm Wednesday 8:30am - 5:30pm Thursday 8:30am - 5:30pm Friday 8:30am - 5:30pm

Caleb White Financial Planning

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Raleigh, NC
Caleb White Financial Planning

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Nationwide financial planning firm based out of Raleigh-Durham, NC. What are your goals? What is important to you?

As an independent CERTIFIED FINANCIAL PLANNER™ professional, my sole mission is to help my clients achieve their financial goals. I listen to what is important to them and then provide a tailored strategy to meet their needs. I seek the most efficient and flexible path to achieving these goals and assist them with implementing the proper solutions in a tax efficient manner.
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My financial planning philosophy is:
- It is important to start with the end goal in mind. Then we develop a customized approach to provide confidence and optimism in achieving your goals.

- Planning is a collaborative process, not a one-time event. It requires fine tuning and adjustments over time.

- Clients deserve an independent fiduciary when it comes to their financial planning. Our advice will always be in your best interest.

- Every financial plan should include actionable solutions and a clear timeline to meet your specified goals.

- Clients are best served by a financial planner that integrates all facets of their financial picture. Not solely an investment advisor trying to beat the market or chasing returns.
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My clients usually have done a good job saving/investing on their own, but they are wondering if they should be doing something else. They want to create financial independence and build generational wealth. These thoughts typically occur around life events: promotions, starting at a business, having a baby, buying a home, purchasing a second home, contemplating retirement, entering retirement, etc. If you’d like to learn more, schedule a complimentary meeting by following this link – https://bit.ly/4ggoq2y, sending a FB message or calling 919-234-7114.

10/08/2026

When it comes to employer-sponsored retirement plans, the 401(k) and 403(b) might seem similar, but understanding their differences can help you make the best decision for your team. Swipe through for a breakdown.

Have questions about which plan is right for your organization or how to implement a competitive retirement offering? Give us a call today.

10/06/2026

This month, we are sharing a story from the Boston Marathon that is hard to forget. During the closing stages of the race, first-time runner Ajay Haridasse collapsed near the 26-mile marker with severe leg cramps. After repeatedly struggling to get up, Haridasse was preparing to crawl the final stretch of Boylston Street.

That is when two fellow competitors, Aaron Beggs and Robson Oliveira, decided to stop. With their own finish times and personal goals on the line, they lifted Haridasse between them and supported him all the way across the finish line. Haridasse tracked both men down by their bib numbers afterward just to say thank you.

This story is a beautiful reminder that some of the most powerful moments happen when someone chooses to slow down for another person. In a race where every second counts, these two chose something that mattered more.

Read the full story here:

https://www.goodnewsnetwork.org/boston-marathon-runners-praised-for-stopping-to-help-injured-competitor-cross-finish-line-watch/

10/01/2026

October is National Estate Planning Awareness Month, a great reminder that estate planning is not just for the wealthy or the elderly. It is something everyone should consider, no matter where they are in life.

Swipe through this month's quiz to test your estate planning knowledge and pick up a few important facts along the way!

If you have questions about estate planning or want to talk through your financial planning options, give us a call. We are here to support your financial journey.

09/24/2026

Questions around cost, administration, and company size continue to influence how some small businesses approach retirement plan offerings. At the same time, industry trends suggest that plan accessibility and flexibility have expanded in recent years. Swipe to learn more.

If you would like to discuss your current 401(k) offering, Safe Harbor plan options, or employee participation strategies, contact us. We are here to help.

09/23/2026

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready can feel overwhelming. While everyone’s retirement goals are different, there are several important signs that may indicate you are ready for retirement. Swipe to learn more.

Having a thoughtful plan in place can help you move into retirement with greater confidence and peace of mind. If you would like to talk with us as you prepare for retirement, give us a call. We are here to help.

09/22/2026

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as important to prepare financially for life’s unexpected moments.

When it comes to retirement planning, being prepared means building a strategy that can help weather challenges. Swipe to learn more.

If you would like to review your current retirement plan or discuss strategies for preparing for the unexpected, contact me today.

09/17/2026

Retirement benefits continue to play a meaningful role in many employees’ workplace expectations, and 401(k) trends may offer helpful insight for employers evaluating their current benefits strategy. Swipe through for notable trends shaping the retirement plan landscape.

If you are an employer looking to review your retirement benefits strategy or plan design, reach out to us today. We are here to help you understand your available options or discuss your current plan.

09/15/2026

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, improve long-term positioning, and strengthen your overall financial plan. Swipe through for several concepts worth keeping in mind.

If you’d like to discuss any of these strategies or review your financial plan, feel free to reach out anytime. We’re always happy to talk through questions or concerns.

09/10/2026

With summer behind us and routines back in full swing, fall brings a natural time to reflect on progress made and refocus on the progress ahead.

However, progress doesn’t always look the way we expect it to. Sometimes it’s fast and visible. Other times, it’s quiet and barely noticeable.

What matters most is that we keep moving, even when the pace feels slower than we would like. We don’t have to have it all figured out. We just have to keep going.

What is one area of your life where you are making steady progress right now? Share it in the comments. We would love to cheer you on.

09/09/2026

Building a strong workplace culture starts with understanding all of the ways you can support and motivate employees. While employee benefits and incentives have similar functions, they serve different purposes within a comprehensive benefits package.

Swipe through for a breakdown of how benefits and incentives work together.

Looking to strengthen your employee offerings and create a more competitive workplace? Contact us today to start the conversation.

Address

8601 Six Forks Road, Ste 400
Raleigh, NC
27615

Opening Hours

Monday	8:30am - 5:30pm
Tuesday	8:30am - 5:30pm
Wednesday	8:30am - 5:30pm
Thursday	8:30am - 5:30pm
Friday	8:30am - 5:30pm

Website

https://provisionwealthmgmt.com/

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