Inspiring Financial Confidence and Compassion
Meet Nicole Robertson, a rare Chapel Hill native, and a driving force behind financial empowerment in the Chatham/Orange County communities. With over 16 years of advisory experience and two decades of financial expertise, Nicole is not only an experienced financial advisor but also a dedicated cancer survivor and a thriving mother of two. Her journey has given her a distinct perspective on the importance of financial and legacy planning, regardless of one's age or life stage.
Nicole approaches each client meeting with a combination of compassion, determination, and practical advice drawn from her personal and professional experiences. She values diversity of thought and possesses a remarkable ability to simplify complex investing and planning concepts. Nicole proudly leads a practice that is committed to shedding light on a variety of critical financial areas, including ESG (Environmental, Social, and Governance) investing, special needs planning, LGBTQ planning, Long Term Care strategies, and estate settlement.
Beyond her financial career, Nicole isn't one to shy away from hard work. She has not only trained for but also competed in over 30 triathlons, including the renowned Escape from Alcatraz triathlon in San Francisco. Her love for the great outdoors and exploration knows no bounds, and she often embarks on international adventures with her beautiful daughters, Kayla and Natalie.
Nicole's commitment to making a positive impact extends to her volunteer work, particularly in support of animal rights. She is actively involved with Carolina Tiger Rescue, a nonprofit organization based in Pittsboro, NC, dedicated to the welfare and conservation of exotic cats. In her rare moments of spare time, she indulges in her love for gardening and takes on creative home design projects, always eager to pick up a paintbrush and infuse her spaces with a touch of creative license.
Nicole is not only an experienced financial advisor but also a thriving cancer survivor and dedicated mother of two. With Nicole, your financial future is in caring and capable hands, guided by a wealth of experience, resilience, and a genuine commitment to your well-being.