D. Scott Bloom, CFP® WEalthetic Advisors

We check all the right boxes: Independent, Fee-Only, Fiduciary, CFP Professionals, Experienced, and Client Focused. We offer retirement planning, financial planning, and low-cost investment management services to Apex, Cary, Holly Springs, Fuquay, Raleigh and the Greater Triangle are.

At STF Wealth Management, planning starts with you. We commit over a decade and a half of experience to strengthening your financial life. Whether you’re in the heart of your career, preparing to send your children to school, buying a new home, or preparing for retirement, our advisors are dedicated to enhancing your success.