Your goalsretirement plansinvestmentschildren

are our priorities.

Whatever your life’s ambitions, we are dedicated to helping you finance your passions and lifestyle for the long term.

What We Offer

Fee Based Portfolio Management.

Prime Capital is an experienced team of financial advisors, proudly serving Clayton, Raleigh, Garner, Smithfield, Knightdale, Fuquay-Varina, Wendell and surrounding areas. Located in Downtown Clayton, we use cutting-edge tools and strategies to help you achieve your financial goals. We believe in educating our clients, so you understand the ‘why’ behind our investment decisions. Our personalized approach takes into account your unique situation and goals. With over 65 years of combined experience, our team works collaboratively to provide the guidance you need to help you reach financial success.

Grow wisely.
Empowering financial wellness through personalized solutions and education.
Live intentionally.
20+ years of experience helping clients retire with confidence.
Dream freely.
Personalized financial planning for a brighter future.
Live intentionally.

RETIREMENT CONSULTING

  • Confidence is key. Over 20 years. That’s how long we’ve been working to give our clients the confidence to think big and pursue their financial goals.

  • We’ve got you. We partner with companies to help future retirees reduce financial stress. How? Through customized retirement consulting, quality education and solutions that help enhance the financial picture of their teams during every stage of their careers.
  • Confidence. Whether an individual investor, a plan sponsor or a retirement plan participant, we keep our clients informed and give them the resources to help make effective financial decisions.

Grow wisely.

FINANCIAL WELLNESS

  • Financial wellness flex. We deliver client-centric solutions that strive to keep every client’s bottom line in the best possible shape.

  • White-glove approach. One-size-fits-all isn’t our thing. We pair personalized coaching and education with state-of-the-art technology support services with every client’s specific goals in mind.

  • Breathe easy. No jargon. Just refreshing honesty. We work with companies and their advisors to minimize financial stress in their organizations by providing targeted and effective financial education services.

Dream freely.

FINANCIAL PLANNING

  • Financial freedom awaits. Our dedicated advisors prioritize personalized care, allowing our clients to shift their focus beyond finances and toward their broader life goals.

  • Financial planning without limits. Our advisors operate independently, so they can prioritize our clients’ best interests. Never beholden to specific products or solutions, our advisors have the freedom to focus solely on what benefits our clients the most, putting their financial well-being first.
  • Where money meets meaning. We’re laser-focused. Backed by dedicated in-house support teams, our advisors can dedicate their time entirely to their clients and deliver tailored, personalized experiences.

Who We Are

Services that meet your investment needs.

Based in the heart of Clayton, North Carolina, Prime Capital is a fee-only investment advisory firm committed to putting our clients’ interests first. As your trusted financial partner, we provide personalized investment strategies tailored to your unique goals. Our team of experienced advisors offers transparent guidance and active portfolio management to help you achieve financial success.

Empowering Your Financial Choices

Wealth Management Services.

At Prime Capital, we’re all about transparency and building trust. Our team of experienced advisors uses cutting-edge tools and strategies to help you achieve your financial goals. We believe in educating our clients, so you understand the ‘why’ behind our investment decisions. Our personalized approach takes into account your unique situation and goals. With over 65 years of combined experience, our team works collaboratively to provide the guidance you need to reach financial success.

Establishing Legacy

Estate Planning

Comprehensive Solutions

Comprehensive Financial Planning

Future Proofing

Generational Wealth Planning

Strategic Growth

Strategic Investment Management

Alternative Investments

Private Equity

Income Distribution

Retirement Income & Distribution Planning

Investment Protection

Risk Management

Investing Smarter

Company Retirement Plans

Have Questions?

investor reviews.

See why clients choose Prime Capital for comprehensive financial planning, investment management, and estate planning services. Our dedicated team of advisors is committed to helping you achieve your long-term financial goals.

Disclaimer: The testimonials, statements, and opinions presented on our website are applicable to the individuals depicting them. These opinions are based on true experiences and each opinion is unique to each individual client.  Results will vary and may not represent or duplicate another experience of another client. The testimonials were voluntarily provided and are not paid, nor were they provided free products, services, or any benefits in exchange for said statement.