JUSTIN CLAYTON

My objective is to focus on understanding my clients' unique personal values and financial needs in order to create and deliver customized financial solutions.

Whether it's growing or exiting your business, retiring comfortably, caring for your family, or giving to causes you care about – I will work hard to fully understand your situation. Next, I will create a personalized strategy that fits your needs. Then, we will partner together over the long term to help keep you on track to achieve your goals.

Personally, I have been in the Triangle since 1999 when I arrived at NC State. When not helping clients, or running tech for our church, my wife and I and our family of three kids enjoys going to the lake, fishing, golf, playing music, watching 'Canes games, Jeep excursions and attending some of the different community events in the Apex and Triangle Research Park area.

I'm a proud member of Rotary and enjoy volunteering at events like Peak City Pig Fest and Triangle Oktoberfest so that we can give tens of thousands of dollars away to deserving local and regional charities.

As a Certified Exit Planning Advisor (CEPA), Justin Clayton is equipped with the training, skills, and tools needed to strengthen his relationship with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA help you effectively transition your business, but will also advise you on personal and personal financial matters.

My Focus Areas:

401(k) Options | Business Retirement Plans | Wealth Preservation Strategies | Estate and Legacy Strategies | Asset Allocation Strategies | Financial Analysis | Financial Strategies | Life Insurance | Mutual Funds | Portfolio Review | Portfolio Strategies | Strategic Planning | Retirement Planning | College Education

My objective is to focus on understanding my clients' unique personal values and financial needs in order to create and deliver customized financial solutions.

Whether it's growing or exiting your business, retiring comfortably, caring for your family, or giving to causes you care about – I will work hard to fully understand your situation. Next, I will create a personalized strategy that fits your needs. Then, we will partner together over the long term to help keep you on track to achieve your goals.

Personally, I have been in the Triangle since 1999 when I arrived at NC State. When not helping clients, or running tech for our church, my wife and I and our family of three kids enjoys going to the lake, fishing, golf, playing music, watching 'Canes games, Jeep excursions and attending some of the different community events in the Apex and Triangle Research Park area.

I'm a proud member of Rotary and enjoy volunteering at events like Peak City Pig Fest and Triangle Oktoberfest so that we can give tens of thousands of dollars away to deserving local and regional charities.

As a Certified Exit Planning Advisor (CEPA), Justin Clayton is equipped with the training, skills, and tools needed to strengthen his relationship with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA help you effectively transition your business, but will also advise you on personal and personal financial matters.

My Focus Areas:

401(k) Options | Business Retirement Plans | Wealth Preservation Strategies | Estate and Legacy Strategies | Asset Allocation Strategies | Financial Analysis | Financial Strategies | Life Insurance | Mutual Funds | Portfolio Review | Portfolio Strategies | Strategic Planning | Retirement Planning | College Education