Edward Secrest, CFP®
   Founder & President

 

Southeast Financial Group is an independent, financial planning and investment management firm located in Durham, North Carolina. Together with our sister office in Davidson, North Carolina we manage over $150M for clients across the country.

We distinguish ourselves by taking a planning perspective with our clients and minimizing the downside risk of the portfolios we manage. On a more personal note, I often tell people that, in this business, one size does not fit all.  Everyone has a unique set of circumstances - and we believe your investment plan should reflect that.

We sincerely appreciate your interest and look forward to helping you achieve your financial goals.