Old Peak Finance Advertising Profile
Old Peak Finance Company Overview:
We create a draft financial plan, revise it based on your feedback, and then implement it, working with you and specialists like your CPA, estate-planning attorney or insurance agent. But that's just the start. As life happens, we'll revise the plan and help you respond to changes in your financial situation. For more, see What We Do. At Old Peak, we're on our client's side. Client fees are our only compensation. Our only incentive is to recommend what's best for you. We take no commissions or revenue shares and we have no in-house products. So, we face none of the conflicts of interest that plague our industry. By contrast, most of the big banks have multiple sources of revenue from high-margin products that may not be in a client's interest. Our on-going advice focuses on six areas: Your financial goals: determining how you can afford the retirement you want, plus other goals such as kids' college, a vacation home, charitable giving or leaving a legacy Investments: creating and managing a mix of stocks, bonds and other investments that fits your risk profile and allows you to achieve your goals Insurance: identifying insurance needs and assisting you in buying the right policy - or in eliminating unnecessary coverage Estate planning: creating an estate plan - trusts, wills, powers of attorney and related documents - that meets your needs, working with an experienced attorney Tax: identifying opportunities to minimize your estimated lifetime tax expense Liability management: helping you decide whether to borrow, pay-off or re-finance loans We invest the way sophisticated institutions invest. We use research that won a Nobel Prize in economics to maximize potential investment returns. We primarily use mutual funds available only to institutions and financial advisors. Although there are no guarantees in investing, a century of data suggests our strategies are superior to the high-fee, stock-picking approach most individuals and advisors follow. Our philosophy is different in four critical ways. First, we use ...
Primary Address
100 Europa Drive
Chapel Hill, NC 27517
Old Peak Finance Advertising Agencies
Explore a detailed list of current and past ad agencies that work with Old Peak Finance. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of Old Peak Finance's advertising agencies at your fingertips you will quickly be able to answer questions like these:
How many brands does Old Peak Finance have?
Old Peak Finance has 1 unique brands.
How much does Old Peak Finance spend on media?
It is unknown how much Old Peak Finance spends on media.
Old Peak Finance Marketing Team
Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire Old Peak Finance marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:
Who is the CMO at Old Peak Finance?
The chief marketing officer at Old Peak Finance is N/A.
How big is the Old Peak Finance Marketing Team?
There are 1 staff members currently involved in marketing for Old Peak Finance.
Old Peak Finance Ad Spend 2025
This section digs into the specifics of the advertising spend at Old Peak Finance and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.
Old Peak Finance Advertising Spend
Winmo provides comprehensive data detailing annual advertising spend for Old Peak Finance, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.
Old Peak Finance Media Mix
Explore a detailed breakdown of the last 12 months media spending for Old Peak Finance across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.
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Old Peak Finance Social Media Marketing Ad Spend
See whether Old Peak Finance is spending on social media platforms like X, TikTok, Facebook, Instagram and Pinterest, as well as how active it is on YouTube desktop, iOS or Android.