​Triangle Advisors Group focuses on creating unique retirement and estate plans for its clients that protect and grow their assets and help them achieve their individual financial goals. As an independent financial firm, we offer diverse products from top-rated companies that meet the individual needs of our clients.
 
Our goal is to provide proper, ethical and successful planning for our clients and their legacies focusing on the areas of money management, retirement protection, retirement income planning, Medicare planning and estate planning.
 
Let’s start a conversation and see how we can be of service to you to help protect and grow your wealth.

WE'D LOVE TO TALK.
​Give us a call.
919.460.1737

Who We Are

Triangle Advisors Group is an independent local firm with 35+ years of collective experience working with individuals in or near retirement.
 
Our recommendations are based on each individual client's needs without ties to proprietary products—the way it should be. We are committed to providing our clients with objective advice and the planning needed to reach their goals for them and their legacy.
 
With our approach, we hope clients are happy and successful in their retirement based on the planning that we provide.

Paul G. Lindsay
President

Buddy R. Sanderson
Associate

Are you prepared
​for retirement?

You’ve probably been planning for retirement is some way, shape or form for many years. As you get closer to retirement, it’s important to plan in more specific details. How much money will you have coming in the door every month? Is that money guaranteed or could it fluctuate? How will you spend your money? Download our complimentary, no-obligation guide, “10 Steps to a Successful Retirement” to help you nail down the answers to more important questions.

We’re here to help.

At Triangle Advisors Group, we pride ourselves on providing advice based on each individual client's needs without ties to proprietary products.
 
We understand each client is unique, which is why our approach takes into account your particular goals and objectives, allowing us to customize each area of your retirement strategy.

Read more about our SERVICES...

Here, you’ll find a variety of resources to help you plan and estimate your retirement income.
​As always, reach out to us if you have any concerns or questions—we’re here for you!

SEQUENCE OF RETURNS
RETIREMENT INCOME
LIFE INSURANCE
401(k) PLANNING

Check out our events.

Want to know more about who we are and how we can help you?
Attend our next event! We’d love for you to
​experience what Triangle Advisors Group is all about. 

events