The personalized attention of a boutique combined with the experience of a global financial services firm

Eubanks/Lappin Group Robert Stephen Eubanks, Michael J. Lappin, Janice Johnson Sanderson, Jon A. Stephenson, Elizabeth White Alexander, Thomas Lappin

Eubanks/Lappin Group


phone

919-785-3710
919-785-3711





address

3737 Glenwood Avenue
Suite 200
Raleigh, NC 27612



Substantial wealth can create new options in your life. As you develop your vision of the future and prioritize your goals, we can help you develop a financial strategy designed to accomplish the things that are important to you. Three tenets anchor our relationships with the business owners, corporate executives and affluent families who look to us for the guidance they need to manage their wealth:

Our approach to wealth management

Individuals who have created their own wealth have a common desire to protect, grow and use it to address their personal goals. Quite often however, they find their financial success can be a source of confusion and apprehension.

We have found that listening to you is the first step in a process designed to help provide you with context for your wealth. What does your wealth mean for you? How can it work for you? How can we help you address your goals? Answering these and other questions can make important decisions easier—and can help reduce your concerns about your financial life. All so you can spend more time doing what you love, such as pursuing your personal interests and spending time with family.

Our customized wealth management strategies can help you manage risk and simplify the complexity created by wealth. By implementing carefully constructed strategies, we can address your financial objectives, goals and personal concerns with objectivity and confidence.

A philosophy founded on strategy, action and results
What drives you drives us. Your values and the financial goals you hold close. Your desire to maintain your lifestyle in the next phase of your life. The wishes and dreams you have for your family. That is what drives us.

Far from a one-size-fits-all proposition, our wealth management process is designed to help you bring your family's priorities and goals to life. This time-tested process, and our customized approach to client service and risk management, are designed to allow you to pursue your objectives. An investment strategy should help you address your most pressing financial concerns.

We can help to alleviate the concerns that can accompany significant wealth. By helping you articulate where you see yourself and your family five, 10, even 20 years from now, we can help you prioritize your goals. By listening closely, by understanding you and your view of the world, we can help you craft the strategies you need and identify the solutions designed to help bring your goals to life.

 
A wealth management process tailored to you

To be effective, wealth management should be seen for what it is: a disciplined long-term process. For you, that means prioritizing your financial goals and focusing on enjoying your life. For us, it means offering you the advice and guidance you seek. We build customized wealth management strategies one client at a time instead of using preset approaches and fitting clients into them. For the majority of our clients, this four-step process clarifies the present and begins to pave the way to the future. Its framework helps you identify and refine your goals and financial objectives, sets the strategy you will use to address them, puts implementation into motion and accounts for the periodic progress reviews we will do with you.

The process also gives us the information we need to work together to craft a specific asset allocation strategy focused on helping you protect and grow your wealth, according to your stated goals.

Our customized wealth management strategies can help you manage risk and simplify the complexity created by wealth. By implementing carefully constructed strategies, we can address your financial objectives, goals and personal concerns with objectivity and confidence.

With these strategies in place, we work with purpose, determination and enthusiasm to help you implement them. As your life evolves, your strategies need to keep pace. Therefore, we review performance with you and assess the effect of any changes that may occur in the market or your own circumstances. If strategic and/or tactical adjustments must be made, we make appropriate recommendations.

 
Unparalleled commitment to personal service

At The Eubanks/Lappin Group, our commitment to you starts with delivering the highest level of client service. To that end, we believe details matter. For example, we are happy to communicate with you via telephone, in person, by e-mail or regular mail—whichever you prefer.

As part of our commitment to providing excellent service, we

  • Carefully control the number of clients we work with
  • Look for ways to improve your experience with us
  • Help simplify the complexities of prosperity

In an increasingly impersonal world, high-quality client service is often a secondary concern. In contrast, we regard it as a primary focus.

We strive to make your goals and dreams as clear and meaningful to us as they are to you. By believing in them as you do, they become integral to the strategies we build together.

When you engage us, our aim is to produce thoughtful solutions that help you address specific issues. We understand that throughout the wealth management process, your goals and financial objectives may change—and your strategies should adapt to them.

Our goals for our regularly scheduled, collaborative meetings are to review our progress and help you move forward with confidence. Together, we map out the months and years ahead. When changes to your strategies are needed, we help you implement them.

We strive to make your goals and dreams as clear and meaningful to us as they are to you. By believing in them as you do, they become integral to the strategies we build together.

“Our team's focus revolves around trying to deliver value to clients.”

— Michael J. Lappin


Steve Eubanks and Michael Lappin have been recognized as industry leaders.

  • Steve Eubanks, Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
  • Michael Lappin, Forbes Best-In-State Wealth Advisors, 2019, 2020
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019
  • NABCAP Premier Advisors, 2014



Insights

Creating your legacy

Creating a legacy that lasts

Planning for the lifestyle you want

Planning for the lifestyle you want